Moelis & Company
Independent investment bank advising on M&A
Analyst – Investment Banking - Private Capital Advisory, GP-Led Secondaries
About the job
- A bachelor's degree is required.
- Demonstrated strong academic achievement.
- Strong analytical and technical skills, including experience with Microsoft Excel, PowerPoint, and Word.
- Ability to think creatively to solve problems.
- Strong communication skills.
- Organization, good judgment, and time management skills.
- Ability to work independently and as part of a broader team.
- Support portfolio-, fund-, and underlying company-level due diligence and valuation analysis across diversified limited partner portfolios; assist in preparing marketing materials, including portfolio overviews, teasers, and data books, and other transaction-related documentation.
- Perform financial analysis and modeling, including limited partner portfolio valuations, cash flow and net asset value projections, pricing analyses, leveraged buyouts, and waterfalls.
- Assist in managing buy-side investor outreach and due diligence, including data room management, general partner reference calls, and investor questions and answers.
- Prepare responses to due diligence requests from potential secondary buyers and coordinate information flow between selling limited partners and prospective purchasers.
- Communicate and collaborate regularly with industry and financial sponsor coverage team members.
- Maintain databases of secondary market transactions, limited partner portfolio pricing benchmarks, buy-side investor profiles, strategies and investment preferences, and broader market data to support marketing materials and client advice.
- Communicate regularly with buy-side investors, including dedicated secondary funds, family offices, sovereign wealth funds, insurance firms, funds-of-funds, and asset managers.
- Conduct secondary market research, including tracking limited partner portfolio pricing, deal volumes, and liquidity trends across the alternatives industry.
- Conduct ad hoc industry research.
- Prior internship or full-time experience in investment banking, private equity, or financial services.
- A basic understanding of the private equity industry and an interest in the secondaries market and institutional portfolio management.
About the company
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
Get referred to Moelis & Company
See people who can refer or advise you
Simplify's Take
What believers are saying
- Second-quarter 2026 revenue hit $409.4 million, up 12%, and record first-half revenue followed.
- Moelis returned $246 million in dividends and buybacks during first-half 2026.
- Recent mandates like Clear Channel Outdoor and Tri Pointe Homes show pipeline depth.
What critics are saying
- Advisory fees swing with M&A volume; a 2027 deal slump crushes revenue.
- Ken Moelis’s control structure complicates succession and weakens board accountability.
- If star bankers leave after 2026 hiring, the franchise loses its core selling point.
What makes Moelis & Company unique
- Ken Moelis’s governance control survived Delaware Supreme Court review on January 20, 2026.
- Moelis pairs elite M&A with restructuring, private capital advisory, and capital markets coverage.
- The firm hired 12 managing directors in 2026 across private credit and healthcare IT.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Professional Development Budget
Flexible Work Hours
Company News
WisdomTree has emerged as a top pick in the financials sector, according to recent market analysis, whilst Moelis and Sixth Street Specialty Lending are recommended as avoids. The financials industry has gained 15.4% over the past six months, outperforming the S&P 500 by 2.3 percentage points. However, analysts warn that only select firms will thrive long-term as fintech disruptors capture market share from incumbents. Moelis, an independent investment bank founded in 2007, saw annual revenue growth of just 4.9% over five years, with earnings per share declining 9.1% annually. The stock trades at 19.4 times forward price-to-earnings. Sixth Street Specialty Lending, a business development company, experienced sales declining 7.1% annually over two years. It trades at 10.1 times forward P/E. WisdomTree, which pivoted to ETF management in 2006, was identified as the sole financials stock worth holding for decades.
Moelis declared a quarterly dividend of $0.65 per share, payable on 17 September 2026 to shareholders of record on 10 August 2026. The investment bank reported second-quarter 2026 net income of $48.59 million, up from $41.54 million a year earlier. Between April and June 2026, Moelis repurchased 337,443 shares for $21.76 million, representing 0.45% of outstanding shares. This completed a buyback programme announced in February 2026, under which the company repurchased 1,192,448 shares for $72.89 million in total. Shares currently trade at $66.60, below an estimated fair value of $71. The stock has declined 6.49% year-to-date but posted longer-term gains, with three-year and five-year total shareholder returns of 64.25% and 41.64% respectively.
Moelis & Company reported second quarter 2026 revenues of $409.4 million, up 12% year-over-year. The investment bank posted GAAP net income of $55.1 million, or $0.62 per share, for the quarter. For the first half of 2026, revenues reached $729.2 million, a 9% increase from the prior year period. First-half GAAP net income totalled $97.4 million, or $1.10 per share. Chief Executive Officer Navid Mahmoodzadegan attributed the record quarterly and half-year revenues to the firm's client franchise depth and expanding advisory capabilities. He noted strong client engagement and transaction activity momentum. The company hired 12 managing directors year-to-date across sectors including private credit, energy, and healthcare IT. Moelis declared a quarterly dividend of $0.65 per share, payable 17 September 2026.
Moelis & Company is set to announce its Q2 earnings this Wednesday. The investment banking firm met revenue expectations last quarter with $319.8 million, up 4.3% year on year, but missed EPS estimates. For this quarter, analysts expect revenue to grow 6.1% year on year, decelerating from the 38.1% increase recorded in the same quarter last year. Analysts have largely reconfirmed their estimates over the past 30 days. Peers Goldman Sachs and Morgan Stanley have already reported Q2 results, with revenue growth of 39.5% and 27.1% respectively, both beating estimates. Moelis shares have risen 7.7% over the past month. The stock currently trades at $67.78, below the average analyst price target of $71.50.
Moelis & Company reported record first-quarter revenue of $320 million, up 4% year-over-year, driven by higher M&A and private capital advisory activity. The firm cited a near all-time high deal pipeline and double-digit growth in sponsor M&A revenues. CEO Navid Mahmoodzadegan highlighted notable mandates including advising on Clear Channel Outdoor's $6.2 billion sale and Tri Pointe Homes' $4.5 billion sale. However, management flagged headwinds from Middle East conflict, private credit disruptions and AI-driven software repricing affecting parts of M&A and financing. The firm ended the quarter with $354 million cash and no debt, returning approximately $171 million to shareholders through a $0.65 dividend and share repurchases. The adjusted compensation ratio fell to 65.8%.