Analyst, Investment Banking - Private Capital Advisory (LP-Led Secondaries)

About the role

This is a global team focused on advising institutional investors and financial sponsors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, portfolio valuation and structuring advice, and best-in-class execution to clients.

Responsibilities

• Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified LP portfolios;
• Aid in preparing marketing materials (portfolio overviews, teasers, data books, etc.) and other transaction-related documentation;
• Perform financial analysis and modeling, including LP portfolio valuations, cash flow and NAV projections, pricing analyses, LBOs, and waterfalls;
• Assist in managing buy-side investor outreach and due diligence (e.g., data room management, GP reference calls, investor Q&A);
• Contribute to preparing responses to due diligence requests from potential secondary buyers, and coordinate information flow between selling LPs and prospective purchasers;
• Communicate and collaborate regularly with Moelis' industry and financial sponsor coverage team members;
• Maintain databases of secondary market transactions, LP portfolio pricing benchmarks, buy-side investors (profiles, strategies, investment preferences), and broader market data to support marketing materials and client advice;
• Conduct secondary market research, including tracking LP portfolio pricing, deal volumes, and liquidity trends across the alternatives industry;
• Conduct ad hoc industry research.

Qualifications

• Candidates for the Analyst position should exhibit a strong history of academic achievement as well as possess the following attributes:
• Bachelor's degree required; prior internship or full-time experience in investment banking, private equity, or financial services preferred;
• Basic understanding of the private equity industry and an interest in the secondaries market and institutional portfolio management;
• Highly motivated individual with a strong desire to learn;
• Keen attention to detail;
• Strong analytical and technical skills (including experience with Microsoft Excel, PowerPoint and Word);
• Ability to think creatively in order to solve problems;
• Excellent communication skills;
• Organized, with good judgment and time management skills;
• Ability to work independently and as part of a broader team.

Pay

USD $110,000–$135,000