Analyst, Business Research

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

Moelis & Company’s Policy Advisory team is seeking a Business Research Analyst. This individual will be responsible for briefing senior professionals on relevant macro and company-related events, as well as assisting in the preparation of materials for client meetings. This role is part of a fast-paced and growing investment banking practice; however, it is one of our rare roles that focuses on financial policy rather than quantitative analytics. The position offers opportunity for growth, access to senior leadership, and the potential for taking a dynamic role in shaping one’s career.

Primary Responsibilities Include:

• Assist in preparation of client-related materials which includes: daily briefing documents (client and company biographies, key meeting points), news runs and other supporting research materials, client invitation/marketing lists, client prospect lists.
• Weekly entry of client activity and follow-up items which includes entry of client call notes, thank you notes/client correspondence, and supporting documents; using tracking software.
• Various ongoing projects such as targeted, event-based policy research and tracking priority clients and relationships, for example earnings transcripts and breaking news.

Additional Research Responsibilities Are:

• Policy and client related research.
• General company and industry information gathering.
• Research of SEC filings, and specific documentation within these filings.
• Research for creating company specific and industry reports.
• News runs.
• Bloomberg information requests.

Preferred Qualifications:

• Bachelor’s Degree.
• Excellent organizational skills.
• Attention to detail.
• Proficient in Word, Excel, and PowerPoint.
• Experience using platforms such as Cap IQ, Salesforce, and/or BoardEx is a plus.
• Exhibit assertiveness, attention to detail, ability to learn new skills and grasp concepts quickly, ability to multi-task across varied projects, initiative, leadership, strong work ethic, positive attitude, and the ability to work effectively under pressure and time constraints.
• We will consider both DC and NY based candidates.

Expected Salary Range: USD $65,000 - $70,000.

We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy), national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information, 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.