Investment Banking Vice President, Consumer & Retail - New York
At a glance
VP-level Investment & Corporate Development role at Moelis & Company (“Moelis”). New York · full-time · $250,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Lead valuation work using forecasts, discounted cash flow, comparable companies, prior deals, buyout models and merger impact analyses
- Convert company results, sector shifts and competitive position into forecasts, valuation conclusions and client recommendations
- Shape client presentations and marketing materials, making sure recommendations are clear and supporting analysis is accurate
- Coordinate transaction work across junior teams, senior bankers and clients, managing analysis, process needs and communication
- Follow consumer and retail deals, capital markets and industry changes to inform client advice and origination ideas
What you bring
- A business or related bachelor’s degree, or foreign equivalent, plus seven years in the listed post-degree analyst or associate roles
- Substantial investment banking or transaction advisory experience, with strong modeling, accounting and valuation expertise
- Experience overseeing Analysts and Associates and managing multiple analytical and transaction workstreams
Who this fits
This role suits an experienced banker who can lead transaction analysis and execution, work with clients and senior bankers, and develop junior colleagues. It is based in New York and includes oversight of Analysts and Associates. A related master’s degree is preferred.
From the employer
We are passionate about our business and our culture, and are seeking individuals with that same drive.
About Moelis:
Moelis & Company (“Moelis”) 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’s experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, secondary transactions and primary fundraising, and other corporate finance matters. The Firm serves clients from locations across North and South America, Europe, the Middle East, and Asia-Pacific. For further information, please visit: www.moelis.com.
The Opportunity:
We are seeking an experienced Vice President to join our Consumer & Retail team in New York. The team advises businesses across apparel, automotive aftermarket, food & beverage, health, beauty & wellness, home goods and retail, helping clients navigate evolving consumer preferences and competitive market dynamics. You will lead financial analysis and day-to-day transaction work on M&A, financing and strategic advisory assignments, translating sector insights and company performance into valuation conclusions and client recommendations. You will oversee Analysts and Associates, work directly with senior bankers on transaction execution and origination, and help clients evaluate strategic alternatives.
To learn more about our recent work, please visit: recent transactions.
Responsibilities:
- Lead and review financial and valuation analyses, including operating forecasts, discounted cash flow, comparable company and precedent transaction analyses, leveraged buyout models and M&A accretion/dilution analyses
- Evaluate consumer and retail business performance and sector trends, translating company financials, market developments and competitive positioning into forecasts, valuation conclusions and strategic recommendations
- Oversee the preparation of client presentations, marketing materials and transaction analyses, ensuring clear recommendations and accurate supporting work
- Manage day-to-day transaction workstreams, coordinating analytical output, process requirements and communication across junior teams, senior bankers and clients
- Monitor consumer and retail transaction activity, capital markets, industry developments and economic trends to identify implications for clients and support origination ideas
- Supervise, review and develop Analysts and Associates, maintaining high standards of analytical rigor, attention to detail and execution
- Partner with Executive Directors and Managing Directors on marketing, transaction evaluation and execution, drawing on the Firm’s industry, product and regional capabilities
Preferred Qualifications:
- Substantial relevant investment banking or transaction advisory experience, with Consumer & Retail experience preferred
- Strong financial modeling, accounting and valuation expertise, with the ability to evaluate complex financial analyses and translate findings into business recommendations
- Experience supervising Analysts and Associates and managing multiple analytical and transaction workstreams
- Strong communication and interpersonal skills, with the judgment and presence to work effectively with senior bankers, clients and other advisors
- Demonstrated maturity, initiative, attention to detail and problem-solving ability, with flexibility to address changing client needs and competing priorities
Education:
- Bachelor’s degree, or foreign equivalent, in Business or a related field, plus seven years of progressively responsible, post-baccalaureate experience as a Business Analyst, Client Relationship or Management Associate.
Additional Qualifications:
- Master’s degree in Business or a related field strongly preferred.
Expected Salary Range: USD $250,000
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.