Moelis New York , NY 10007
Posted 2 months ago
We are passionate about our business and our culture, and are seeking individuals with that same drive.
The Private Equity Solutions Group Business Analyst on the Business Management team will take ownership and work on projects for the Private Equity Solutions Group ("PESG") related to client coverage, group strategy, and broader firm initiatives. The Business Analyst will obtain a 'behind the scenes' perspective of the investment banking industry and specifically how private equity coverage is approached and executed.
Responsibilities
Design and maintain multiple CRM and market intelligence databases in Excel and Salesforce
Gather and synthesize market intelligence for internal reporting and client facing materials
Automate and take ownership of regular reporting and analysis
Create and maintain team and firm credentials (Excel, PPT)
Create company and industry reports and maintain market screens (Sponsor-owned public company screen, debt screen etc.)
Support client relationships including tailored materials, pitch support and client interaction participation
Liaise with partner groups to coordinate knowledge sharing
Support project-based work in partnership with internal teams (PESG, business management, data science, etc.)
Ensure team organization and follow-through on next steps and follow-up items
Network with internal client groups and support PESG efforts to work with these groups
Required Skills/Characteristics
Self-starter with strong drive and work ethic
Excellent problem solving, trouble shooting and analytical skills
Positive attitude and eagerness to learn
Strong leadership qualities
Propensity to take ownership of a task and drive its completion
Understanding of investment banking, financial concepts and related market activities
Ability to multi-task and quickly adapt to changing business needs
Comfortable in a high pace environment
Strong attention to detail and accuracy
Solid emotional intelligence and interpersonal skills
Strong communication skills (written and verbal)
Excellent computer skills (Microsoft Suite - Excel, PPT, Word, etc.)
Preferred but not required, any experience with Macros, Pivot Tables and Programming in VBA
Exposure to the following resources is a plus: Salesforce, Preqin and/or Bloomberg
Background/Qualifications
Undergraduate degree, preferably in a business-related major
1-3 years minimum experience in the financial services industry, financial research and/or analysis preferred
Excellent quantitative analytical skills and experience
Previous Data Analysis, Client Support, Analytics, or banking experience preferred
Expected Salary Range: USD $75,000 - $85,000
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, 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.
Moelis