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

About the role

The 2027 Summer Analyst will support Moelis’s Private Capital Advisory, Primary Fundraising team in New York City. The role provides exposure to live fundraises, including manager diligence, marketing materials, investor coordination, data-room management, LP communications, market research, and fundraising reporting, while working with senior professionals, fund managers, and institutional investors.

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 fundraising from soft-circling through first, subsequent, and final closes.
• Manage online data rooms, documentation flows, LP due-diligence requests, DDQs, and investor feedback tracking.
• Maintain fundraising pipelines, fund-closing databases, fund-term benchmarks, and institutional LP profiles and preferences.
• Conduct primary-market and ad hoc research on fundraising volumes, fund terms, LP allocations, and alternatives-industry trends.

Candidate Profile

• Successful candidates are curious, collaborative, motivated, analytical, well-prepared, and committed to learning.
• The role involves communication with pension plans, endowments, foundations, sovereign wealth funds, insurers, and other institutional investors.
• Prior finance experience is helpful but is not the sole determinant of success.
• Candidates should be interested in financing, stakeholder evaluation of risk and value, and tailored financial solutions.