2027 Analyst, Investment Banking - Private Capital Advisory, Primary Fundraising - New York City

About the role

Analyst role in Moelis’s Private Capital Advisory team, focused on primary fundraising for private funds. The position provides exposure to live fundraises, including manager due diligence, marketing materials, investor coordination, fundraising execution, industry research, and communication with fund managers and institutional investors.

Responsibilities

• Evaluate fundraising mandates through due diligence on portfolios, track records, strategies, and management teams.
• Prepare investor presentations, Private Placement Memoranda, data books, and reviews of fund economics and LPA terms.
• Coordinate investor roadshows and support fundraising from soft-circling through first, subsequent, and final closes.
• Manage online data rooms and documentation flows for active fundraising campaigns.
• Track investor feedback, LP demand schedules, status reports, and fundraising pipeline reporting.
• Complete LP due diligence requests, maintain fundraising databases, communicate with investors, and conduct industry research.

Candidate Profile

• Demonstrate curiosity, collaboration, motivation, analytical aptitude, preparation, sound judgment, and commitment to learning.
• Show interest in how businesses are financed and how stakeholders evaluate risk, value, and financial solutions.
• Prior finance experience is helpful but is not the sole determinant of success.

Application Requirements

• Currently enrolled in an undergraduate program with graduation between December 2026 and July 2027.
• Complete the Suited assessment using the same email address as the job application.