Associate, Investment Banking – M&A, New York City
At a glance
Junior Investment & Corporate Development role at Moelis & Company (“Moelis”). New York · full-time · $175,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Help senior bankers assess strategic options, identify buyers or targets, and prepare materials for client discussions
- Build financial models and examine historical and forecast statements to assess M&A implications
- Apply comparable-company, discounted-cash-flow and precedent-deal methods to value businesses
- Run execution workstreams, including diligence, transaction documents and coordination with clients and advisors
- Research companies and sectors, review junior team members’ analyses, and check presentation materials
What you bring
- You have investment banking experience in corporate finance or M&A, or equivalent experience
- You can analyze businesses using accounting, corporate finance and valuation knowledge, and build financial models
- You hold an undergraduate degree; finance, business, accounting, economics or mathematics is preferred
- You bring strong Excel and PowerPoint skills, clear written and presentation communication, and careful attention to detail
Who this fits
This junior role suits someone ready to take ownership of deal execution and guide analysts while working with senior bankers, clients and other advisors. The position is based in New York City.
From the employer
We are passionate about our business and our culture, and are seeking individuals with that same drive.
About the Group:
Moelis & Company’s Mergers & Acquisitions Group provides independent, unconflicted advice to corporations, boards of directors and financial sponsors on their most strategic and complex transactions. The Group advises on mergers, acquisitions, divestitures, spin-offs and joint ventures across industry sectors and major markets globally.
The Group works with clients throughout every stage of the M&A process, from evaluating strategic alternatives and identifying potential acquirers or acquisition targets to conducting valuation analyses and advising on transaction terms, structure, timing and financing considerations. Combining industry expertise with global connectivity, the team advises on domestic and cross-border transactions, helping clients navigate local markets, regulatory environments and transaction complexities.
Representative advisory areas include:
- Sell-side advisory: Advising companies and financial sponsors on sale processes, including identifying and assessing potential buyers, evaluating proposals and advising on transaction terms to maximize value
- Buy-side advisory: Helping clients identify and assess acquisition targets, evaluate valuation and strategic fit, and consider transaction structure and financing alternatives
- Strategic transactions: Advising on mergers, divestitures, spin-offs and joint ventures to support clients’ strategic objectives
- Board and special committee advisory: Providing independent advice on strategic alternatives, fairness opinions and transactions involving potential conflicts of interest
- Shareholder advisory and contested situations: Advising public companies and boards on unsolicited acquisition approaches, activist campaigns, corporate preparedness and defensive strategies
The Group collaborates with the Firm’s industry, product and regional teams to deliver advice tailored to each client’s objectives, bringing together sector knowledge, transaction expertise and senior-level judgment across negotiated transactions and complex special situations.
For more information, please refer to: M&A and Strategic Advisory.
Key Responsibilities:
- Supporting senior bankers in origination activities, including evaluating strategic alternatives, identifying potential acquirers and acquisition targets, and preparing client presentations
- Preparing and analyzing historical and projected financial statements, developing financial models and evaluating the financial implications of mergers and acquisitions
- Building and applying valuation models, including comparable company analysis, discounted cash flow analysis and precedent transaction analysis
- Taking ownership of transaction execution workstreams, including due diligence, preparation of transaction materials and coordination with clients and other advisors
- Preparing analyses to assess transaction structures, merger consequences and financing considerations
- Conducting company and industry research, including analysis of business models, competitive positioning, market trends and shareholder profiles
- Guiding Analysts and reviewing financial analyses and presentation materials for accuracy and quality
Required Skills & Experience:
- Experience in Investment Banking (corporate finance/M&A) or equivalent
- Strong knowledge of accounting, corporate finance and valuation, with the ability to analyze and value businesses
- Strong analytical and numerical skills, with experience developing financial models and translating analyses into clear conclusions
- Excellent written communication and presentation skills
- Results driven and able to perform well under pressure and against tight deadlines
- Proven team player who is able to effectively interact with a wide variety of internal groups, clients and other advisors
- Strong multi-tasking skills and attention to detail
- Ability to take ownership of execution workstreams and guide junior team members
- Strong Microsoft Office suite skills, particularly Excel and PowerPoint
Education:
- Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred.
Estimated Salary Range: USD $175,000 - $225,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
We do not accept unsolicited resumes from search firms or staffing agencies. Any resume submitted (a) without the prior written approval from the Head of Recruiting or (b) to anyone at the Firm other than the Head of Recruiting will be deemed unsolicited. The Firm will not be obligated to pay any fee, commission, or other compensation in connection with any such submission, regardless of any prior communications or agency terms. Only agencies formally engaged by the Head of Recruiting for a specific search may submit candidates for consideration. Thank you for respecting our recruiting process.