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

About the role

Moelis & Company’s 2027 Summer Analyst role supports primary private capital fundraising in New York City. The position covers GP due diligence, fund marketing, investor coordination, data-room management, market research, and LP communications, providing exposure to live fundraising processes from initial positioning through final and subsequent closes.

Responsibilities

• Evaluate fundraising mandates through GP due diligence covering 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 GP clients through soft-circling, first close, subsequent closes, and final close.
• Manage online data rooms and control documentation flows to prospective limited partners.
• Track investor feedback, maintain LP demand schedules, fundraising pipelines, fund databases, and historical closing benchmarks.
• Complete LP due diligence requests, communicate with institutional investors, and conduct primary-market and industry research.

Candidate Profile

• Successful candidates are curious, collaborative, motivated, analytically capable, well-prepared, and committed to learning.
• Candidates should understand 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.
• Sound judgment and interest in challenging work are valued.

Application Requirements

• Currently enrolled in an undergraduate program with graduation between December 2027 and July 2028.
• Apply to only one location for the 2027 Summer Analyst, Investment Banking position.
• Complete the Suited assessment using the same email address as the application.