Associate – Mergers & Acquisitions Financial Advisory

Job Description

Associate, Investment Banking – M&A | Moelis & Company

The Tone:
This is a full-time role at Moelis & Company, located in New York City. Moelis & Company is a leading global independent investment bank that provides financial advisory services, specifically within its Mergers & Acquisitions practice. This Associate role is crucial for delivering comprehensive financial analysis and strategic advice to clients and senior bankers. The position requires individuals who are highly motivated, intellectually curious, and possess strong analytical aptitude to assume significant levels of responsibility within the team.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $175000–$225000 yearly
• Mission: To provide essential financial analysis, modeling, and research to support senior managers in M&A origination and execution activities for major corporations.
• Tech Stack: Microsoft Office suite (Excel)

What You’ll Actually Do
• Originate Activities: Support senior managers by preparing historical and projected financial statements and analyzing the financial implications of mergers and acquisitions.
• Execute Deals: Manage execution activities including data gathering, conducting analysis, preparing material, and overseeing standard processes such as deal documentation.
• Model Valuations: Construct and apply valuation models informed by financial research and analysis, including comparable company, discounted cash flow, and comparable acquisitions analyses.
• Prepare Approvals: Develop analytical materials necessary for various internal approvals such as credit, compliance, engagement committee, and balance sheet reviews.
• Conduct Reviews: Perform corporate operations reviews, portfolio analytic reviews, and prepare comprehensive risk/return valuations for diverse financial scenarios.

The Must-Haves
• Background: Undergraduate degree, with experience as an Associate in a financial advisory or investment banking capacity.
• Experience: Proven ability to perform under pressure and meet tight deadlines, with strong multi-tasking skills in a client-facing environment.
• Skills: Strong analytical and numerical capabilities for financial data analysis, advanced proficiency in Microsoft Excel, and robust financial reporting skills.
• Bonus: An undergraduate degree with a focus in finance, business, accounting, economics, or mathematics is preferred.