Analyst, Asset Management

@ Moelis & Company

About Moelis

Moelis & Company is a leading global independent investment bank providing innovative strategic advice and comprehensive financial advisory services. The firm serves diverse clients worldwide including corporations, governments, and financial sponsors.

Role Overview

The Analyst, Asset Management role is part of the Global Financial Institutions Group (FIG) focusing on the asset and wealth management sector. The position requires strong technical skills, analytical thinking, and the ability to work in a fast-paced, collaborative environment. Analysts are key members of lean deal teams handling all stages of transaction execution and client coverage.

Key Responsibilities

• Conduct detailed financial and strategic analysis within asset and wealth management sectors.
• Build and maintain financial models to assess performance and valuation.
• Monitor industry trends, competitive dynamics, and regulatory changes.
• Prepare client presentations, pitch materials, and transaction documentation.
• Support live mandates including M&A, strategic advisory, and capital markets transactions.
• Collaborate with senior bankers to provide client insights and recommendations.

Required Skills & Experience

• Strong analytical, quantitative, and financial modelling capabilities.
• Solid foundation in accounting, corporate finance, and valuation concepts.
• Prior internship experience in investment banking or related fields.
• Excellent communication and presentation skills.
• Highly organized and detail-oriented with ability to manage multiple priorities.
• Proficient in Microsoft Excel, PowerPoint, and financial databases.

Equal Opportunity Employer

Moelis & Company is committed to diversity, inclusion, and fairness at every stage of the recruitment process. All applicants are considered without regard to any protected characteristic.

Key skills/competency

Financial Analysis, Modelling, Corporate Finance, M&A, Valuation, Investment Banking, Strategic Advisory, Client Coverage, Accounting, Communication