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 Business Analyst at Moelis
Business Analyst
@
Moelis

Key information

Posted on: 
November 30, 2023
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Summary of the Business Analyst job at Moelis

Moelis is hiring a Business Analyst with 0 - 3 years of experience. Based in United States - New York, NY and with Onsite ways of working. The expected salary range for this role is $75,000 - $85,000
About Moelis

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in the Americas, Europe, the Middle East, Asia and Australia.

Business Analyst - Job Role & Responsibilities

The Private Equity Solutions Group Business Analyst on the Business Management team will take ownership and work on projects for the Private Equity Solutions Group (“PESG”) related to client coverage, group strategy, and broader firm initiatives. The Business Analyst will obtain a ‘behind the scenes’ perspective of the investment banking industry and specifically how private equity coverage is approached and executed.

Responsibilities

  • Design and maintain multiple CRM and market intelligence databases in Excel and Salesforce
  • Gather and synthesize market intelligence for internal reporting and client facing materials
  • Automate and take ownership of regular reporting and analysis
  • Create and maintain team and firm credentials (Excel, PPT)
  • Create company and industry reports and maintain market screens (Sponsor-owned public company screen, debt screen etc.)
  • Support client relationships including tailored materials, pitch support and client interaction participation
  • Liaise with partner groups to coordinate knowledge sharing
  • Support project-based work in partnership with internal teams (PESG, business management, data science, etc.)
  • Ensure team organization and follow-through on next steps and follow-up items
  • Network with internal client groups and support PESG efforts to work with these groups

Requirements

Required Skills/Characteristics

  • Self-starter with strong drive and work ethic
  • Excellent problem solving, trouble shooting and analytical skills
  • Positive attitude and eagerness to learn
  • Strong leadership qualities
  • Propensity to take ownership of a task and drive its completion
  • Understanding of investment banking, financial concepts and related market activities
  • Ability to multi-task and quickly adapt to changing business needs
  • Comfortable in a high pace environment
  • Strong attention to detail and accuracy
  • Solid emotional intelligence and interpersonal skills
  • Strong communication skills (written and verbal)
  • Excellent computer skills (Microsoft Suite – Excel, PPT, Word, etc.)
    • Preferred but not required, any experience with Macros, Pivot Tables and Programming in VBA
  • Exposure to the following resources is a plus: Salesforce, Preqin and/or Bloomberg

Background/Qualifications

  • Undergraduate degree, preferably in a business-related major
  • 1-3 years minimum experience in the financial services industry, financial research and/or analysis preferred
  • Excellent quantitative analytical skills and experience
  • Previous Data Analysis, Client Support, Analytics, or banking experience preferred
What we offer at Moelis

Expected Salary Range: USD $75,000 - $85,000

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Moelis

Moelis

is hiring

Business Analyst

Website:
Posted on: 
February 29, 2024

About Our Company

Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 locations in the Americas, Europe, the Middle East, Asia and Australia.

Job Description & Responsibilities

The Private Equity Solutions Group Business Analyst on the Business Management team will take ownership and work on projects for the Private Equity Solutions Group (“PESG”) related to client coverage, group strategy, and broader firm initiatives. The Business Analyst will obtain a ‘behind the scenes’ perspective of the investment banking industry and specifically how private equity coverage is approached and executed.

Responsibilities

  • Design and maintain multiple CRM and market intelligence databases in Excel and Salesforce
  • Gather and synthesize market intelligence for internal reporting and client facing materials
  • Automate and take ownership of regular reporting and analysis
  • Create and maintain team and firm credentials (Excel, PPT)
  • Create company and industry reports and maintain market screens (Sponsor-owned public company screen, debt screen etc.)
  • Support client relationships including tailored materials, pitch support and client interaction participation
  • Liaise with partner groups to coordinate knowledge sharing
  • Support project-based work in partnership with internal teams (PESG, business management, data science, etc.)
  • Ensure team organization and follow-through on next steps and follow-up items
  • Network with internal client groups and support PESG efforts to work with these groups

Requirements

Required Skills/Characteristics

  • Self-starter with strong drive and work ethic
  • Excellent problem solving, trouble shooting and analytical skills
  • Positive attitude and eagerness to learn
  • Strong leadership qualities
  • Propensity to take ownership of a task and drive its completion
  • Understanding of investment banking, financial concepts and related market activities
  • Ability to multi-task and quickly adapt to changing business needs
  • Comfortable in a high pace environment
  • Strong attention to detail and accuracy
  • Solid emotional intelligence and interpersonal skills
  • Strong communication skills (written and verbal)
  • Excellent computer skills (Microsoft Suite – Excel, PPT, Word, etc.)
    • Preferred but not required, any experience with Macros, Pivot Tables and Programming in VBA
  • Exposure to the following resources is a plus: Salesforce, Preqin and/or Bloomberg

Background/Qualifications

  • Undergraduate degree, preferably in a business-related major
  • 1-3 years minimum experience in the financial services industry, financial research and/or analysis preferred
  • Excellent quantitative analytical skills and experience
  • Previous Data Analysis, Client Support, Analytics, or banking experience preferred

What we offer

Expected Salary Range: USD $75,000 - $85,000

Apply now

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