Analyst – Secondary Advisory

Job Description

Analyst, Investment Banking – Private Capital Advisory (LP-Led Secondaries) | Moelis & Company

The Tone:
This is a full-time role at Moelis & Company, located in New York, NY. Moelis & Company is a global independent investment bank that provides strategic advisory and capital raise solutions to clients across various strategies and sectors. This role is crucial for supporting the Private Capital Advisory team in delivering comprehensive liquidity and portfolio management solutions to institutional investors through the LP-led secondary market.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $110000–$135000 yearly
• Team: Secondary Advisory team within Moelis Private Capital Advisory (PCA)
• Mission: Support advisory, structuring, and execution services for institutional investors seeking liquidity across their private capital holdings.
• Tech Stack: Microsoft Excel, PowerPoint, Word

What You’ll Actually Do
• Due Diligence: Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios.
• Material Preparation: Assist in preparing marketing materials, such as portfolio overviews, teasers, and data books, along with other transaction-related documentation.
• Financial Analysis: Conduct financial analysis and modeling, including LP portfolio valuations, cash flow and NAV projections, pricing analyses, LBOs, and waterfalls.
• Investor Coordination: Assist in managing buy-side investor outreach and due diligence processes, including data room management and investor Q&A.
• Market Research: Maintain databases of secondary market transactions, LP portfolio pricing benchmarks, and investor profiles, while conducting broader market and industry research.

The Must-Haves
• Background: Bachelor’s degree with a basic understanding of the private equity industry and an interest in the secondaries market and institutional portfolio management.
• Experience: Prior internship or full-time experience in investment banking, private equity, or financial services.
• Skills: Strong analytical and technical skills (including Microsoft Excel, PowerPoint, and Word), keen attention to detail, excellent communication skills, ability to think creatively to solve problems, organized with good judgment and time management skills.