Vice President, Investment Banking

About the role

We are seeking driven individuals to direct and manage a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis, and credit analysis for client and investor presentations. You will develop investment scenarios and corresponding presentation materials, coordinate marketing for public and private securities offerings, and leverage the Firm’s capital markets, proprietary research, and analytical capabilities to provide top-tier investment, risk advisory, merger & acquisition, and capital markets services.

Monitor relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information to support financial assessments.

Responsibilities

• Perform company and fund-level due diligence, preparing marketing materials (CIMs, Teasers, etc.) and other transaction-related documentation.
• Conduct financial analysis and modeling, including LBOs (leverage buyouts), continuation fund models, and waterfalls.
• Assist in managing buy-side investor outreach and due diligence (e.g., sponsor team meetings, management team meetings, on-site diligence visits).
• Contribute to preparing responses to due diligence requests from potential secondary investors.
• Communicate and collaborate regularly with Moelis’ industry and financial sponsor coverage team members.
• Maintain databases of secondary market transactions, buy-side investors (profiles, strategies, investment preferences), and broader market data to assist with marketing materials.
• Communicate regularly with buy-side investors (secondary investors, family offices, SWFs, insurance firms, FoFs, asset managers, etc.).
• Conduct secondary market research, including identifying trends in the alternatives investment industries.
• Perform ad hoc industry research.
• Support all origination and project management activities, including marketing to and due diligence of prospective mandates, contribution to client selection discussions, drafting offering materials, virtual data rooms, and pitch books for private equity fund mandates.
• Develop tailored marketing strategies focused on securing the optimal investor base for a given client.
• Respond to quantitative and qualitative Limited Partner (LP) inquiries.
• Perform private equity market research and trend analysis for both internal and external use.
• Work with the distribution team to develop conversion strategies on an investor-by-investor basis.
• Interact closely with General Partners (GP) on all GP advisory activities, including fund terms, market positioning, investor materials, due diligence documentation, and overall fundraising strategies.
• Support new business development by identifying strong GP prospects and developing outreach efforts that competitively position the firm to win mandates.
• Oversee and mentor lower-level subordinates consisting of Analysts and Associates.

Requirements

Requires a Master’s degree in Business Administration, Economics, Finance, Accounting, or a related field, plus three (3) years of financial management or related analysis experience in the private equity, secondaries, or investment banking industry. Alternatively, a Bachelor’s degree in the same fields plus five (5) years of relevant experience is acceptable.

Experience must include:

• Performing financial research and analysis.
• Executing capital markets transactions.
• Performing research and valuation analysis.
• Debt and equity offerings and transactions.
• Monitoring relevant transactions and market conditions.
• Creating client-specific financial models.
• Building and maintaining client relationships.
• At least two (2) years of experience in creating client and pitch presentations, including marketing materials.
• Managing or supervising junior-level staff or team members.

Skills

• Knowledge of capital markets (public and private).
• Proficiency with S&P Capital IQ, Bloomberg, and FactSet.
• Experience using Microsoft Office (Excel, PowerPoint, Word).
• Knowledge of accounting principles and financial statement accounts.

Must hold Series 7 and 63 licenses.

Pay

The salary for this position in New York City is expected to be $250,000 per year. Base pay may vary based on experience, skills, education, and other job-related reasons.