Business Management , Private Equity… at Moelis &… · New York

Summary: Moelis & Company is a leading investment banking firm, and they are seeking a Business Analyst for their Private Equity Solutions Group. The Business Analyst will manage projects related to client coverage and group strategy, gaining insights into the investment banking industry and private equity operations. 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 Qualifications: - 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.) - Undergraduate degree, preferably in a business-related major - 0-2 years of experience in the financial services industry, financial research and/or analysis preferred - Excellent quantitative analytical skills and experience Preferred Qualifications: - Any experience with Macros, Pivot Tables and Programming in VBA - Exposure to the following resources is a plus: Salesforce, Preqin and/or Bloomberg - Previous Data Analysis, Client Support, Analytics, or banking experience preferred Required Skills: Investment banking knowledge, Data analysis, CRM proficiency Important Skills: Excel, Salesforce