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Investment Banking Associate, Capital Markets - New York

Moelis & Company · New York · United States

Join Moelis & Company as an Investment Banking Associate in Capital Markets, based in New York. Work on capital structure analysis, financing solutions, and client advisory for diverse public and private deals.

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Join Moelis & Company as an Investment Banking Associate in Capital Markets, based in New York.

Work on capital structure analysis, financing solutions, and client advisory for diverse public and private deals.

We are passionate about our business and our culture, and are seeking individuals with that same drive.

About the Group

Moelis & Company’s Capital Markets Group structures and executes customized financing solutions and advises clients on all aspects of public and private debt and equity transactions. The Group provides independent, objective financing advice across a broad range of situations, including buyouts, growth capital, platform formation, refinancings, restructurings, recapitalizations, project financing, public company financings, and IPOs.

Across public and private transactions, the Group advises clients on preparation, positioning, valuation, investor messaging, and end-to-end execution of the financing process. Our independence and objectivity, coupled with direct and long-standing institutional buy-side relationships, inform our market views and strengthen the quality of our execution, leading to successful transactions for our clients.

Representative product areas

For more information, please refer to: https://www.moelis.com/what-we-do/capital-markets/

Role Overview

Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, sound judgment, leadership, analytical rigor, and strong communication skills. The day-to-day responsibilities of an Associate include performing financial analysis and modeling, developing and evaluating financing structures, preparing client and investor presentations, managing Analysts, and coordinating across clients, senior bankers, investors, lenders, and other transaction counterparties to help execute transactions from mandate through closing.

Key Responsibilities

Capital structure analysis and structuring: Build and maintain models to assess debt capacity, leverage, liquidity, and downside scenarios; develop and evaluate financing alternatives across debt and equity products, including bespoke and structured solutions

Market insight and client advice: Monitor debt and equity market conditions, investor sentiment, and comparable transactions

Transaction execution and materials: Prepare investor and lender materials, manage marketing processes, coordinate with investors, oversee data rooms and Q&A, draft and maintain process timelines, trackers, and term sheets

Deal coordination: Serve as a key point of contact across clients, investors / lenders, senior bankers, legal counsel and other parties; manage timelines and deliverables through closing

Team leadership: Direct and review Analyst work, ensuring high-quality output while interacting regularly with senior bankers, clients, and external stakeholders

Qualifications

Strong analytical, financial modeling, valuation, credit, and presentation skills; ability to assess businesses, capital structures, and financing alternatives

Advanced knowledge of accounting, corporate finance, and capital markets, including leverage, credit metrics, debt instruments, covenants, and equity/IPO mechanics

2+ years of relevant experience in investment banking (capital markets, leveraged finance, debt or equity capital markets, corporate finance, or M&A) or an equivalent buy‑side/credit role

Familiarity with institutional investors and lenders, including private equity, credit funds, hedge funds, banks, and alternative asset managers

Ability to produce accurate, high-quality work under tight deadlines and in high‑pressure environments

Strong judgment, intellectual curiosity, attention to detail, and problem‑solving skills

Excellent written and verbal communication skills; ability to interact effectively with internal teams, clients, investors, and other external parties

Team-oriented with the ability to manage multiple transactions and priorities simultaneously

Exceptional Excel and PowerPoint skills; strong ability to analyze financial statements and market data; familiarity with market data and research tools such as Bloomberg, Capital IQ, FactSet, Dealogic, or similar platforms

Undergraduate degree required; finance, business, accounting, economics, mathematics, engineering, or related field preferred

Expected Salary Range: $175,000 – $225,000

We 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.

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