Full-Time

Investment Banking Associate

Healthcare Services

Posted on 11/23/2025

Moelis & Company

Moelis & Company

1,001-5,000 employees

Independent investment bank advising on M&A

Compensation Overview

$175k - $225k/yr

New York, NY, USA

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides
Requirements
  • Excellent analytical and presentation skills
  • Knowledge of basic accounting and financial concepts; ability to analyze and value businesses
  • Experience in Investment Banking (corporate finance/Mergers and Acquisitions) or equivalent
  • A drive for results, and ability to perform well under pressure and against tight deadlines
  • Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
  • Strong multi-tasking skills
  • Exceptional Microsoft Office suite (Excel a must) and financial reporting skills
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred
Responsibilities
  • financial analysis and modeling
  • managing a team
  • preparing client presentations
  • interacting with senior bankers and clients
Desired Qualifications
  • Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred

Moelis & Company is a global independent investment bank that provides strategic financial advice to corporations, governments, and financial sponsors. It helps clients with mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters by delivering integrated advisory and execution services from 23 offices worldwide. The firm differentiates itself through its independence from large banking groups, a focus on senior guidance and customized solutions, and a global reach that enables cross-border deals. Its goal is to help clients achieve strategic objectives, optimize capital structures, and complete complex transactions efficiently.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

New York City, New York

Founded

2007

Simplify Jobs

Simplify's Take

What believers are saying

  • Near all-time high deal pipeline sustains revenue growth into 2026.
  • Debt-free $354M cash balance enables $171M shareholder returns.
  • Declining 65.8% compensation ratio boosts operational leverage.

What critics are saying

  • Middle East conflict disrupts Q1 2026 M&A and financing revenues.
  • Private credit disruptions erode high-margin capital advisory fees.
  • UBS cuts price target to $59 from $74 in May 2026.

What makes Moelis & Company unique

  • Moelis advises on marquee deals like Clear Channel Outdoor's $6.2B sale.
  • Double-digit growth in sponsor M&A revenues sets Moelis apart.
  • Strongest coverage platform in company history wins global mandates.

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Benefits

Professional Development Budget

Flexible Work Hours

Company News

Yahoo Finance
Mar 15th, 2026
UBS cuts Moelis & Company price target to $59 from $74, maintains neutral rating

UBS has lowered its price target on Moelis & Company to $59 from $74 whilst maintaining a Neutral rating. The investment banking advisory firm recently reported fourth-quarter earnings per share of $1.13, beating the 83¢ consensus estimate, with revenue of $487.9 million versus expectations of $435.1 million. CEO Navid Mahmoodzadegan said the firm delivered "strong momentum" in 2025, supported by what he described as the strongest coverage platform in the company's history. Moelis provides investment banking advisory services including mergers and acquisitions, restructurings and capital markets transactions across North and South America, Europe, the Middle East, Asia and Australia. The company enters 2026 positioned to drive further growth and long-term value, according to Mahmoodzadegan.

Yahoo Finance
Feb 27th, 2026
Financial stocks tumble as US inflation data dampens rate cut hopes

Shares of several financial services companies fell sharply after a January Producer Price Index report showed wholesale inflation rose 0.5%, exceeding the 0.3% consensus forecast. Year-over-year, the index increased 2.9%. The unexpectedly high reading suggests persistent inflationary pressures, dampening investor expectations for near-term Federal Reserve interest rate cuts. The data triggered a broad market sell-off as traders adjusted to the possibility of rates remaining elevated longer. Among the hardest hit were Ally Financial, down 6.3%, Stifel, down 5.3%, Piper Sandler, down 7.4%, Perella Weinberg, down 5.3%, and Moelis, down 7.2%. The decline came despite some companies, like Piper Sandler, recently reporting strong quarterly results that had previously boosted investor sentiment.

Yahoo Finance
Feb 4th, 2026
Moelis reports Q4 earnings of $1.13 per share, beating analyst expectations with $487.9M revenue

Moelis & Co reported fourth-quarter earnings of $1.13 per share, exceeding Wall Street expectations of 76 cents per share. The New York-based investment bank posted revenue of $487.9 million, surpassing analysts' forecasts of $428.6 million. For the full year, Moelis reported profit of $233 million, or $2.94 per share, with revenue of $1.52 billion.

Yahoo Finance
Feb 4th, 2026
Moelis beats Q4 estimates with $488M revenue, EPS up 35% to $1.13

Moelis & Company, an investment banking firm, reported fourth-quarter revenue of $487.9 million, beating analyst estimates of $443.5 million by 10% and representing 11.2% year-on-year growth. The company's non-GAAP earnings of $1.13 per share exceeded consensus estimates of $0.83 by 35.4%. Founded in 2007 by Ken Moelis, the independent investment bank provides strategic and financial advisory services to corporations, governments and sovereign wealth funds. The company has demonstrated strong recent momentum, with annualised revenue growth of 33.6% over the past two years, outpacing its five-year compound annual growth rate of 10.2%. Pre-tax profit reached $138 million with a 28.3% margin. The stock traded flat at $71.00 following the earnings announcement, with the company maintaining a market capitalisation of $5.13 billion.

Yahoo Finance
Feb 3rd, 2026
Moelis Q4 earnings preview: analysts expect flat revenue at $442M

Moelis & Company, an investment banking firm, will report its Q4 earnings on Wednesday. Analysts expect flat year-on-year revenue of $442.2 million and adjusted earnings of $0.83 per share. Last quarter, Moelis reported revenues of $376 million, up 33.9% year on year, missing analysts' expectations by 3.2%. The company has missed Wall Street's revenue estimates twice over the past two years. Analysts have generally reconfirmed their estimates over the last 30 days. Peers Lazard and Jefferies have already reported Q4 results, with year-on-year revenue growth of 9.8% and 5.7% respectively. Moelis shares are down 3.9% over the past month, compared to a 1.9% average decline across the investment banking sector. The stock currently trades at $71.64 against an average analyst price target of $79.30.

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