Job Summary: FIG (Asset Management) Associate

Moelis & Company, a top-tier global independent investment bank, is seeking an Associate to join their Financial Institutions Group (FIG) in London, specifically focusing on the Asset Management sub-sector. Known for its high-intensity culture and lean deal teams, Moelis provides an environment where Associates are expected to take on significant responsibility early on. You will be at the center of critical M&A, recapitalizations, and strategic advisory mandates, working with a diverse client base ranging from global corporations to financial sponsors.

Requirements and Skills

Investment Banking Foundation: Prior experience in Investment Banking (M&A/Corporate Finance) or an equivalent high-pressure financial environment is essential.
Technical Mastery: Expert-level financial modeling and valuation skills (DCF, LBO, Accretion/Dilution, and Comparable Transaction Analysis).
Sector Expertise: Familiarity with accounting and financial concepts specific to FIG/Asset Management (e.g., AUM-based revenue models, regulatory capital, and fee structures).
Interpersonal Excellence: Sophisticated communication skills to interact directly with senior bankers and C-suite clients.
Analytical Aptitude: Ability to interpret complex economic data, market trends, and regulatory changes to forecast future potential.
Tools: High proficiency in the Microsoft Office suite, with Excel being a primary requirement.
Education: An undergraduate degree in Finance, Business, Economics, or Mathematics is preferred.

Role Overview

At Moelis, an Associate acts as the “engine room” of the deal team. You will lead the creation of sophisticated financial models and company valuations while managing Analysts to ensure the highest quality of output. Beyond the numbers, you will be responsible for translating research into compelling client presentations and offering memoranda. This role requires a blend of intellectual curiosity and operational grit, as you will be multitasking across several active mandates and “live” deals simultaneously under tight deadlines.

Key Responsibilities

Quantitative Analysis: Lead in-depth financial analysis and forecasting for business, industry, and economic trends.
Financial Modeling: Construct and stress-test complex valuation models and M&A transaction comparisons.
Deal Documentation: Assist in the end-to-end preparation of offering memoranda, management presentations, and related transaction documents.
Team Leadership: Manage a team of Analysts, providing guidance on technical work and ensuring project milestones are met.
Market Intelligence: Identify emerging FIG market trends and regulatory shifts to develop strategies for securing new investment opportunities.
Client Interaction: Actively participate in client meetings, providing data-driven insights to support senior bankers in strategic advisory.

Why Moelis & Company?

Exposure: Work on the most critical decisions and large-scale transactions for high-profile clients.
Culture: A collaborative yet high-performance environment that rewards drive and results.
Global Footprint: Part of a firm with 21 geographic locations, offering a truly global perspective on finance.
Inclusion: An equal opportunity employer committed to a diverse talent pool and a supportive working environment.

Application Tip: The “FIG” Factor

Peer Note: In the Asset Management sub-sector, valuation is heavily tied to Assets Under Management (AUM) and Net Flows. When applying, emphasize your ability to model fee-compression scenarios and your understanding of how regulatory changes (like MiFID II or sustainability reporting) impact the valuation of investment firms.

To apply for Company Website uk.linkedin.com.