2027 Summer Analyst, Investment Banking - Private Capital Advisory Primaries - New York City

Business Unit(s) Private Capital Advisory Program Type Summer Internship Level Intern Job Description About Moelis & CompanyMoelis & 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.Position Description:The Analyst position offers exposure to all aspects of a live primary fundraise — from initial GP due diligence and positioning through final close. The Analyst works closely with senior professionals firmwide, gaining close exposure to both fund manager clients and the LPs evaluating them.Responsibilities:Evaluate potential fundraising mandates by conducting GP due diligence — analyzing the manager's investment portfolio, track record, investment strategy, and quality of the management teamPrepare fund marketing materials, including investor presentations, Private Placement Memorandum (PPM), data books, , and review fund economics (management fee, carry, GP commitment, key-person and other LPA terms) for accuracy and market positioningCoordinate investor roadshows and provide GP client support throughout the fundraising process, from soft-circling through first close, subsequent closes, and final closeManage the online dataroom for active fundraising campaigns and control the flow of fund documentation to prospective LPsWork with senior distribution/sales bankers to track investor feedback and maintain the LP demand schedule / status report and fundraising pipeline reportingComplete due diligence requests from LPs, including responses to due diligence questionnaires (DDQs)Maintain databases of active and historical fund closings, fund terms and benchmarks, and institutional LP investors (profiles, allocation strategies, and preferences) to support marketing materials and client adviceCommunicate regularly with institutional investors (pension plans, endowments and foundations, SWFs, insurance firms, funds-of-funds, family offices, asset managers, etc.) throughout the fundraiseConduct primary market research, including tracking fundraising volumes, fund terms, and LP allocation trends across the alternatives industryConduct ad hoc industry researchWhat We Look ForSuccessful Summer Analysts are curious, collaborative and motivated to take on challenging work. Candidates should demonstrate an interest in understanding how businesses are financed, how stakeholders evaluate risk and value, and how tailored financial solutions can help clients achieve their objectives.Prior finance experience is helpful but is not the sole determinant of success. Moelis values candidates who demonstrate analytical aptitude, preparation, sound judgment and a genuine commitment to learning.Application RequirementsTo be considered, you must: Currently be enrolled in an Undergraduate program with a graduation date between December 2027 and July 2028 Apply to only one location for the 2027 Summer Analyst, Investment Banking position Complete the Suited assessment. Please use the same email address as your application when registering for Suited. Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates Expected Salary: USD $110,000Equal Employment OpportunityWe 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.