Analyst, Asset Management

Conduct detailed financial and strategic analysis of companies within the asset and wealth management sectors.

Build and maintain financial models to assess company performance, valuation, and transaction opportunities.

Monitor industry trends, competitive dynamics, and regulatory changes affecting asset and wealth managers.

Assist in the preparation of client presentations, pitch materials, and transaction documentation.

Support execution of live mandates, including M&A, strategic advisory assignments, and capital markets transactions.

Work closely with senior bankers to provide insights and recommendations that help clients evaluate strategic alternatives, including mergers, acquisitions, and public listings.

We are passionate about our business and our culture, and are seeking individuals with that same drive., We are seeking a highly motivated Analyst to join our Global Financial Institutions Group (FIG), with a dedicated focus on the asset and wealth management sector. Our team advises leading traditional and alternative asset managers, wealth managers, and related service providers, helping them navigate strategic opportunities in a rapidly evolving industry landscape.

Analysts are integral members of lean deal teams and are expected to take on significant responsibility across all stages of transaction execution and client coverage. The role requires strong technical skills, intellectual curiosity, and the ability to thrive in a fast-paced, collaborative environment., Strong analytical, quantitative, and financial modelling skills.

Solid foundation in accounting, corporate finance, and valuation concepts.

Prior Internship experience in investment banking (M&A, corporate finance, or related) essential.

Excellent communication skills, with the ability to synthesize complex analyses into clear insights.

Highly organized, detail-oriented, and able to manage multiple priorities under tight deadlines.

Collaborative team player with strong interpersonal skills and the confidence to interact with clients.

Proficiency in Microsoft Excel, PowerPoint, and financial databases.

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 geographic locations in North and South America, Europe, the Middle East, Asia and Australia