Moelis & Company jobs in New York, NY - 1094 jobs

We are passionate about our business and our culture, and are seeking individuals with that same drive. At Moelis, Associates are part of a unique culture valuing partnership, passion, optimism and hard work. We are currently seeking an experienced Associate to join our Industrials financial advisory practice in New York. Moelis' Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required. Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment Banking (corporate finance/M&A) or equivalent A drive for results, and ability to perform well under pressure and against tight deadlines Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Exceptional Microsoft Office suite (Excel a must) and financial reporting skills Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range: USD $175,000 - $225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans. #J-18808-Ljbffr

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research. Master referral opportunities to grow portfolio. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) Acquire new clients through converting referral leads. Manage client follow-up and adhere to all Regulatory and Compliance operating procedures Ensure that KYC/AML and other compliance norms are strictly adhered to Partner with all roles on branch team to ensure all clients have a positive in-branch experience Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Experience in a proactive, successful sales and service role in the financial services industry Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self-starter, problem solver and a goal-oriented team player able to work without direction Securities Industry Essentials - SIE - Active Series 7, 66 (or 63 and 65) licenses Group 1 insurance This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Financial Planning Services Time Type: Full time Primary Location: Brooklyn New York United States Primary Location Full Time Salary Range: $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Nov 25, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package. #J-18808-Ljbffr

Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests Conducting research on stocks / companies in order to evaluate risks and make trading decisions Daily risk management and hedging of the trading books, including close interaction with other traders and brokers Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Guggenheim Investments is seeking an organized and detail-oriented candidate to join its Data Integrity team. The Senior Associate will be part of a team which is responsible for the creation and stewardship of security data and analytics calculations for all of Guggenheim Investments. The role provides a unique opportunity to join a dynamic, evolving, and fast paced team and will involve being a subject matter expert working directly with Trading Desks, Portfolio Management, Compliance, Client Service and other Operations groups to ensure securities are set up timely and accurately in the trading systems and their data is maintained accurately. As part of a team of experts on security level data for Guggenheim, the Senior Associate will respond to a range of inquiries from stakeholders across the firm while getting exposure to equities, Corporate Bonds, Munis, Gov't & Agency Bonds, ABS, RMBS, CMBS, Private Placements, and derivatives such as Swaps, Options and FX. The Data Integrity Senior Associate position is within the Operations department based in the Chicago and New York office.ResponsibilitiesKey Responsibilities Monitor security data flow across various investment management software systems to ensure consistent and accurate information is used across the firm Daily assessment of the Data Integrity Group's suite of quality control reports including security terms and conditions checks, security issuer validation, asset class sector checks, and security ticker checks Analyze and source data from various vendors including Bloomberg, Reuters, MSCI, and others Perform daily ESG (Environmental, Social, Governance) ratings reviews and updates Update and review fixed income cash flows, ensuring that the resulting bond analytics are within expectations of the portfolio desk and trading desks Perform daily credit rating and NAIC designation reviews and updates Update and recalculate principal and income projections based on security accruals, factors, and coupons Consult with management and IT on how to develop continued incremental improvement and increased efficiencies across Operations and produce monthly data metrics Timely response to inquiries affecting both the risk management system and the accounting system Assist in training junior team members Oversee and lead team projects and firm initiatives QualificationsBasic Qualifications Undergraduate degree, preferably in Finance or Business-related fields 5+ years of relevant work experience (asset management and/or middle office experience) Strong analytical skills and experience with data analysis Strong understanding of fixed income securities High attention to detail, organizational skills, and ability to manage multiple inquiries under tight deadlines Ability to lead projects to completion and troubleshoot/resolve complex issues High proficiency in Excel, and knowledge/use of the Microsoft Office suite Preferred Qualifications Completion of the CFA Level 1 exam is a plus, but not required Experience using Blackrock Aladdin, Wall Street Office Thorough deep knowledge and understanding of fixed income securities, with emphasis on Bank Loans Ability to work in a team to create processes and influence change Demonstrated commitment to teamwork and client service Effective project management and communication skills Organized, detail oriented and extremely thorough with strong problem-solving skills and demonstrated ability to take initiative Salary Range Annual base salary between $105,000.00-$115,000.00 The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation.

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are currently seeking a Executive Director to join our Life Sciences financial advisory practice in New York. Primary Responsibilities: Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing Required Skills & Experience: Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills Ability to effectively adapt to and address changing client and firm needs Education: An MBA from a top-tier business school or equivalent investment banking experience Five or more years of relevant work experience Expected Salary Range: USD$275,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

The role will reside within the Firm Risk Management's Model Risk Management (MRM) Department which is a team responsible for the Firm's management of risks related to the implementation and use of models, covering all aspects of the Firm's businesses and implementing key regulatory requirements. This position is with the Project Management Team which is responsible for coordinating regulatory BAU activities & remediation, e.g. CCAR, QST. Primary Responsibilities - Lead the execution of Annual CCAR, Bank Capital Planning Annual Stress Testing, and Quarterly Stress Testing initiatives, ensuring strategic alignment, timely delivery, and effective communication across MRM and business unit/function areas. - Drive remediation efforts for regulatory issues, proactively managing timelines and stakeholder expectations to ensure successful resolution. - Coordinate with validation teams within MRM, establishing clear deliverable schedules, enforcing deadlines, and escalating critical issues to maintain momentum across high-impact projects. Experience - 3+ years of experience managing projects required - Experience with Regulatory Capital with CCAR and other supervisory stress testing is a plus - Have an undergraduate degree in Business, Finance, or other related fields - Have working knowledge of MS Office (Microsoft Excel/PowerPoint/Word), SQL - Ability to effectively communicate with a wide range of stakeholders, both written and verbally is required - Ability to partner effectively with team members and with colleagues across the wider organization. - An interest in working in a fast-paced environment, often balancing multiple high priority deliverables with attention to detail is required. - Drive effective teamwork, prioritization, communication, collaboration, and commitment across multiple groups with competing priorities while maintaining strong business relationships. - Ability to support multiple projects concurrently, react quickly to new information, and ensure projects remain updated and relevant to achieve the desired outcome. - Demonstrated ability to compose and deliver persuasive presentations and project updates including deliverable timelines, and status to internal stakeholders, cross-departments and as necessary, senior leadership - PMP or Project Management certification is a plus - Experience with model validation or model governance is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

We are passionate about our business and our culture, and are seeking individuals with that same drive. We are seeking an experienced Vice President to join our Consumer and Retail team in New York or Los Angeles. PRIMARY RESPONSIBILITIES •Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acquisition accretion/dilution analysis and credit analysis for client and investor presentations •Develops investment scenarios and corresponding presentation/prospectus material, coordinated marketing for public private securities offerings, valuation analysis, business plans, and financial projections •Leverages Firm's capital markets, proprietary research and analytical capabilities to provide top-notch investment, risk advisory, merger & acquisition and capital markets services •Monitors relevant transactions, capital market trends, company financial statements, industry, regulatory, and economic information, and other important assessments in the financial sector •Works directly with Executive Directors and Managing Directors in all facets of the business, including marketing, transaction evaluation and transaction processing REQUIRED SKILLS & EXPERIENCE •Ability to apply fundamentals of economic and financial analysis methods for business decisions, finance, accounting, business statistics, marketing, investment, financial forecasting and marketing at a high level •Experience supervising Analyst and Associate level staff in research & analysis and ensuing transactions within the investment banking sector •Demonstrated maturity, presence, attention to detail, initiative, and problem solving skills •Ability to effectively adapt to and address changing client and firm needs EDUCATION •Bachelor's degree (or foreign equivalent) in Business or related field plus seven years of progressively responsible, post-baccalaureate experience as Business Analyst, Client Relationship or Management Associate •Masters Degree in Business or related field strongly preferred Expected Salary Range USD $250,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

If you are passionate about shaping the future of technology and making a meaningful impact in financial services, we want to hear from you. Moelis is building an AI platform to equip our bankers and corporate functions with tools that unlock productivity and drive revenue growth. We are looking for an AI Business Analyst (Analyst level) who sits at the intersection of business strategy and technology execution. This is a great role for someone early in their career who enjoys solving ambiguous problems, working with data, and translating business needs into practical AI solutions. You'll learn from experienced mentors, get exposure to senior stakeholders, and contribute to a multi-year AI roadmap for a global investment bank. Why this Role Exists The firm is evolving its AI strategy to deliver governed, banker-grade analytics and agentic capabilities across the front-, middle-, and back-office. To realize this vision, we need an analyst who can: * Discover and prioritize high-value AI use cases * Translate business workflows into clear requirements for data science and engineering teams * Help measure impact, adoption, and risk of deployed solutions If you're curious about how AI can transform investment banking and enjoy connecting people, processes, and data, we'd like to speak with you. Key Responsibilities Stakeholder Collaboration * Partner with business stakeholders and IT teams to identify opportunities where AI can enhance decision-making, accuracy, and efficiency. * Act as a bridge between technical teams and business users, ensuring clear communication and alignment throughout projects. * Assist in preparing findings, documentation, and project updates. Requirements Gathering & Execution * Support the identification, documentation, and refinement of business requirements for AI-driven solutions. * Participate in workshops, interviews, and working sessions with bankers to understand their workflows, pain points, and information needs. * Translate business needs into actionable technical deliverables for engineering and data science teams. Solution Design & Implementation * Analyze existing business processes to identify bottlenecks, manual tasks, and automation opportunities. * Collaborate with data scientists and engineers to prototype, test, and iterate AI solutions (e.g., generative AI assistants, classification models, workflow automation). * Coordinate user acceptance testing (UAT), organize feedback sessions, and capture enhancement requests. * Support the creation of user guides, training materials, and demos to drive adoption. Measure Impact, Risk, and Adoption * Help define KPIs and success metrics for AI use cases (e.g., time savings, accuracy, revenue enablement, user satisfaction). * Support performance measurement and usage tracking for deployed AI solutions and summarize findings for stakeholders. * Assist with documentation related to data quality, model governance, and controls in partnership with risk, legal, and compliance teams. Research and Stay Current on AI in Financial Services * Research emerging AI technologies (especially generative AI and automation platforms) and assess their relevance to investment banking workflows. * Benchmark internal initiatives against external best practices and market trends in AI for financial services. Qualifications & Experience Education * Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance, or related field. Professional Experience * 1+ of experience as a Business Analyst, Data Analyst, or in a related technical or operations role. * Experience within financial services or professional services is preferred but not required. Skills & Competencies Core Skills * Strong analytical and problem-solving abilities; able to turn data and qualitative input into clear insights and recommendations. * Excellent written and verbal communication skills; able to explain technical concepts in simple, business-friendly language. * Comfort working with data in Excel or similar tools to structure analyses and summarize findings. * Solid proficiency with Microsoft Office (Excel, PowerPoint, Word); experience building clear, executive-ready materials. AI, Data, and Technical Exposure * Familiarity with generative AI tools and large language models (e.g., ChatGPT, Copilot, Gemini) and an interest in how they can be applied to real business workflows. * Basic familiarity with Python, SQL, or data analytics tools (e.g., Power BI, Tableau) is preferred; willingness to learn is essential. * Exposure to concepts such as prompt design, retrieval-augmented generation (RAG), or workflow automation platforms is a plus. Ways of Working * Self-starter with a growth mindset, comfortable operating in a fast-paced, evolving environment with shifting priorities. * High attention to detail and strong organizational skills; able to manage multiple workstreams simultaneously. * Collaborative team player who builds strong relationships with stakeholders across technology and the business. * Curious, creative, and comfortable asking questions to deeply understand processes and requirements. Target Salary Range: $90,000 - $100 ,000 Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with over 1,300 employees based in 23 offices in North and South America, Europe, the Middle East, Asia and Australia. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We are passionate about our business and our culture, and are seeking individuals with that same drive. The Associate position in the Business Selection and Client Onboarding team assists senior team members in reviewing and approving investment banking transactions in relation to conflicts of interest and Anti Money Laundering and Know Your Client (AML/KYC) requirements. Since all investment banking transactions must be analyzed by this team before they are accepted by the firm, this team works in a demanding and time sensitive environment. This is a Business Management position requiring heavy interaction with banking teams and Legal & Compliance. Responsibilities Assists with the firm's conflict clearance process escalating any potential relevant issues identified during the review process to senior team members Assists senior team members in large scale conflicts and disclosure projects Works within a team that will evaluate a variety of corporate finance transactions (M&A, restructuring, capital markets) for conflicts of interest, including: Conducting conflict checks by searching various databases, and analyzing hits with a view to identifying potential legal, regulatory, compliance and/or reputational risks Working with the business and Legal & Compliance to resolve identified risks in a timely and efficient manner Conferring with senior team members in the escalation of complex conflicts issues Participates in the firm's client onboarding process, interacting frequently with junior investment bankers to obtain required KYC information and related documentation Assists senior team members in coordinating all activities associated with client set-up and ensure related regulatory requirements are met, including: Assisting in the completion, submission and review of KYC forms by bankers Assisting in the identification of regulatory and reputational risks and escalation of such risks to team manager Working with senior team members, clients, the business and Legal & Compliance to resolve identified risks in a timely and efficient manner Monitoring client activities and investigating suspicious activity where applicable Qualifications 3+ years of AML/KYC experience preferably in an investment bank or corporate advisory firm Established knowledge and understanding of M&A, restructuring and/or capital markets concepts Ability to analyze complex situations on compressed timetables Excellent verbal and written communication skills and ability to effectively interact with clients and colleagues at all levels of experience and seniority Willingness to work with fellow team members to complete large scale, time sensitive projects Resourcefulness; ability to think creatively to solve problems and anticipate potential questions or issues Effective time management and prioritization; strong multi-tasking abilities Excellent judgment in handling sensitive and confidential information Attention to detail and high standard for quality work product Ability to quickly and efficiently navigate information systems Strong interest in and willingness to learn complex regulatory systems and rules Strong intellectual curiosity and willingness to seek guidance from senior team members and team manager Bachelor's degree Expected Salary Range: $100,000 - $110,000 Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. We assist our clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Our team of experienced professionals advises clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. We serve our clients with nearly 600 employees based in 15 offices in North and South America, Europe, the Middle East, Asia and Australia. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

Guggenheim Securities * Guggenheim Securities ("GS") is seeking an experienced Senior Analyst or Junior Associate to join its Infrastructure Investment Banking group in New York. Our Associates play an integral role in evolving and enhancing our client relationships and are active participants throughout the life of a transaction and beyond. Our Associates benefit tremendously from the experience and partnership they have with our Senior Managing Directors, Managing Directors, Vice Presidents, and Analysts. We pride ourselves on the dedication we give to our Associates development, which in turn helps assist in supporting and cultivating our growing team of Analysts. We work to constantly assist in developing our Associates marketing, sales, analytical, and communication skills. We aspire to continuously refresh and cultivate a culture of Innovation, Diversity, and Inclusion. In a client services business like ours, our team members are the product, the service, and the offering. We will provide best-in-class Investment Banking training-formal and hands-on-as you continue to develop your professional toolkit: M&A process management, business acumen, financial analysis, data analysis, soft-selling and presentation skills, professional communication (verbal, written and virtual), negotiations, and more. We believe Associate development is critical to our strategy, and this role is seen as a career-track position. Essential Job Functions * Lead day-to-day project management and oversee execution on a range of advisory and financing transactions * Develop and oversee financial and accounting analyses and help identify, research, and analyze M&A and financing opportunities * Analyze and manage the analysis of market trends, competitive landscapes, and publicly traded company financials to identify potential client solutions and new market opportunities * Develop and monitor the development of complex financial models for a broad range of corporate finance alternatives * Perform financial and valuation analysis using both industry standard and proprietary models * Analyze and supervise the analysis of current and past accounting and financial records to advise management through financial projections preparation * Integrate strategy ideas derived from various analyses, forecasts, business plans, and research into presentations for various stakeholders * Conduct due diligence investigations of client companies to ascertain the soundness of their business model and forecasts * Transaction evaluation, preparation, due diligence, and execution of transactions; and managing the preparation of marketing materials including teasers, information memoranda, and other transaction-related documentation * Help lead deal pitches including idea generation * Act as the financial and strategic advisor for clients of core accounts in conjunction with senior coverage officers * Build and develop relationships with clients through ongoing engagement and demonstration of financial and industry knowledge * Generate potential ideas and new business opportunities to clients to help solve problems Preferred Qualifications * Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management * Highly organized, with the initiative and ability to work with limited supervision * Excellent analytical skills and attention to detail * Strong written and oral communication skills * Effective process management abilities * Sell-side advisory experience is a plus Basic Qualifications * Requires a minimum of a Bachelor's degree * IB Analyst promotes to Associate or MBA hires with 1-2 years of relevant experience * Core modeling and valuation experience in professional setting * SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment Work Location * Currently, this role is expected to be in the New York office at least 4 days per week. Salary * Annual base salary between $125,000 and $200,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

We are passionate about our business and our culture, and are seeking individuals with that same drive. AI Business Analyst (Associate), Information Technology Level: Associate Job Description If you are passionate about shaping the future of technology and making a meaningful impact in financial services, we want to hear from you. Moelis is seeking a technical, detail-oriented Business Analyst (Associate) who thrives at the intersection of business strategy and technology execution. This is a hands-on role designed for someone who excels at collaborating with diverse stakeholders, translating complex requirements into actionable plans, and delivering innovative, high-impact solutions. As an AI Business Analyst, you will be a key contributor in building and scaling an AI platform designed to equip the business with tools to unlock more productivity and revenue growth. Your work will drive meaningful business impact and help define Moelis's target state. In this role, you'll act as the critical link between technical capabilities and business objectives, translating requirements, evaluating use cases, and ensuring seamless alignment between IT delivery teams and front-office, middle-office, and support functions. As part of a lean, high-impact team, you will have significant early responsibility and direct exposure to senior leadership. You will collaborate closely with business users, data scientists, and engineers to design and implement AI-driven solutions that transform how the firm operates. You will identify business opportunities, gather and document requirements, and develop workflows across platforms. This role combines product strategy, solution architecture, stakeholder engagement, and process optimization. The ideal candidate is a proactive problem-solver with strong technical skills, someone who can turn complex ideas into scalable, practical enterprise solutions that deliver measurable impact. Why this Role Exists Moelis is evolving its AI strategy to drive productivity, efficiency, and growth. Our vision is to deliver governed, banker-grade analytics and agentic capabilities across the firm. To achieve this, we need an Associate who can: * Connect evolving business needs with AI and automation capabilities * Lead requirements and solution design for priority AI use cases * Help ensure that deployed solutions are adopted, measured, and compliant with controls If you can turn ambiguous, complex business requirements into clear, data-informed process flows and scalable AI solutions, we'd like to speak with you. Key Responsibilities Co-Lead Stakeholder Collaboration * In partnership with the AVP on the team, you will partner with business stakeholders and IT teams to identify, qualify, and prioritize AI opportunities that enhance decision-making, accuracy, and efficiency. * Facilitate workshops, structured interviews, and working sessions with bankers and support functions to understand workflows, pain points, and desired outcomes. * Act as a trusted bridge between technical teams and business users, ensuring clear communication and alignment throughout the project lifecycle. * Present findings, recommendations, and project updates to cross-functional teams and management, tailoring message and detail to the audience. Requirements Gathering & Execution * Own the end-to-end requirements process for assigned AI initiatives, from discovery through sign-off. * Document and refine business requirements, user stories, and acceptance criteria for AI-driven solutions. * Create and maintain artifacts such as process maps, swim lane diagrams, data flow diagrams, and use-case briefs. * Translate complex business needs into actionable technical deliverables for engineering and data science teams and support backlog prioritization in Agile ceremonies where applicable. Solution Design & Implementation * Analyze existing business processes and data flows to identify bottlenecks, manual work, and automation opportunities. * Design workflows and process flows that align business use cases with AI capabilities (e.g., generative AI assistants, intelligent document processing, AI agents). * Collaborate with data scientists and engineers to prototype, test, and deploy AI solutions, providing structured feedback and ensuring business requirements are met. * Coordinate and support user acceptance testing (UAT), including test case definition, execution tracking, and defect triage. * Ensure solutions are scalable, secure, and aligned with organizational goals, controls, and standards. Measurement, Governance, and Risk * Define and track KPIs and success metrics for AI use cases (e.g., time saved, accuracy improvements, revenue enablement, error reduction). * Analyze usage patterns, performance metrics, and business outcomes from deployed AI tools; synthesize insights into clear recommendations. * Support documentation related to model behavior, data lineage, controls, and explain ability in partnership with risk, legal, and compliance teams. Thought Leadership & Enablement * Research emerging AI technologies and platforms, especially generative AI, large language models, and workflow automation tools, and assess their applicability to investment banking workflows. * Benchmark Moelis initiatives against external market trends and best practices in AI for financial services. * Contribute to internal best practices, playbooks, and templates for AI business analysis. * Help develop training materials, demos, and change management plans to drive adoption and AI literacy across the firm. Qualifications & Experience Education * Bachelor's Degree required, with preferred emphasis in Information Systems, Data Science/Analytics, Computer Science, Finance or related field Professional Experience * 3+ years of experience as a Business Analyst or similar role * Experience within financial services industry preferred, however, candidates from all backgrounds will be considered Skills & Competencies Core Skills * Excellent communication and stakeholder management abilities; able to influence, synthesize input from multiple parties, and drive alignment. * Strong analytical and problem-solving skills; able to turn qualitative and quantitative data into clear insights and action. * Advanced skills in Microsoft Excel, PowerPoint, and Word, including building structured analyses and executive-ready presentations. AI, Data, and Technical Skills * Experience working with Python (and ideally SQL or data analytics tools such as Power BI or Tableau) to explore data, run analyses, or prototype solutions. * Familiarity with generative AI tools, large language models, or automation platforms (e.g., ChatGPT, Copilot, Gemini, Power Automate, UiPath) and an understanding of how they can be embedded in business workflows. * Understanding of core software delivery concepts (e.g., Agile, backlog management, UAT, release planning). Leadership & Ways of Working * Proactive, self-starter with a growth mindset, comfortable operating in a fast-paced, evolving environment with shifting priorities. * High attention to detail and strong organizational skills; able to manage multiple initiatives, deadlines, and stakeholder groups. * Collaborative team player who builds strong relationships across technology, business, and control functions. * Creative, curious, and comfortable challenging the status quo to design better processes and solutions. Target Salary Range: $100,000 - $115,000 Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients with over 1,300 employees based in 23 offices in North and South America, Europe, the Middle East, Asia and Australia. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

2027 Summer Analyst Program: Global Technology, New York, NY Evercore seeks to hire a Global Technology Summer Analyst for the 2027 Summer Analyst Program. Program Description: The Evercore Summer Analyst Program is a 10-week program designed to provide highly motivated undergraduates with a representative experience in Global Technology, specifically Data Analytics, Application Development, or Cybersecurity. The Program seeks intelligent, mature individuals with the desire and flexibility to work in a fast-paced environment and develop new skills through hands-on experience. In addition, Summer Analysts must demonstrate the ability to work on several projects concurrently and demonstrate a strong commitment to learning and delivering high-quality work. This role includes training, mentorship, and project work, often in areas like software engineering, cybersecurity, artificial intelligence, or data analytics, using modern tools to support global operations. We're seeking a highly motivated Summer Analyst to join a growing team that supports high-stakes decision-making across the firm. In this role, you'll help design, develop and implement tech-based solutions that streamline how deal teams evaluate opportunities, assess markets, and act on insights-enhancing both firmwide strategy and group-level execution. Core responsibilities may include research & analysis, application and software development and integration efforts, testing, documentation, and validation of applications, and permission standardization. Working in small, focused teams, you'll take ownership of impactful workstreams while collaborating with peers and receiving guidance from senior stakeholders. This is a hands-on role at the intersection of banking, technology, and applied analytics-ideal for someone who enjoys using code and quantitative methods to solve complex problems and build tools that support high-impact decisions. Specific Qualifications: The ideal candidate is a detail-oriented problem solver with strong technical fundamentals and a desire to learn and grow. Candidates should be pursuing an undergraduate degree with an expected graduation date between December 2027 and June 2028. We welcome applicants from all majors and look for individuals who demonstrate: * A strong academic record complemented by broad and diverse interests * Quantitative and analytical strengths paired with clear and effective communication skills * An enthusiastic, outgoing, and achievement-oriented mindset with a strong work ethic * Intellectual curiosity, including an interest in core machine learning and AI concepts and their application to real-world financial data * Interest in financial services and motivation to apply technical skills to practical business challenges * Strong organizational abilities and the capacity to manage multiple projects with guidance * Familiarity with SQL, Excel, Python, VS Code, GitHub, or LLMs - helpful but not required * Exposure to or interest in Technology, Finance, or Banking - a plus but not required Application Instructions for Students: * Applications open January 1, 2026 * To be considered for the internship, please submit your application by February 1, 2026 * Applications are reviewed and interviews will occur on a rolling basis * Applications should be submitted here: evercore.com/careers About Evercore Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East, and Asia. For more information, please visit evercore.com. Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as "protected status"), in accordance with applicable federal, state and local laws. Expected Base Salary Range: $115,000 - $115,000

Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities - Perform independent review and model validation for the firm's stress testing models for CCAR and BAU stress testing, CECL/IFRS9 models for reserve - Provide effective challenge to the model conceptual soundness, perform independent tests, write comprehensive validation documentation for models validated - Develop challenger model methodologies for the official production models - Effectively communicate model validation conclusions to management - 3+ years' in relevant risk management experience including model risk management and risks analytics preferred - Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred - Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding wholesale lending and retail lending business is preferred - Prior experience with developing or validating models is a plus - Strong written and verbal communication, critical thinking, problem solving and team collaboration skills - Familiarity with coding languages (Python preferred) - Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service. #J-18808-Ljbffr

We are passionate about our business and our culture, and are seeking individuals with that same drive. Moelis Private Capital Advisory (“PCA”) is a global business that provides strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory. Combined with the Firm's leading financial sponsor franchise, sector expertise and M&A capabilities, PFA delivers a range of strategic, customized solutions to clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies. The Secondary Advisory team at Moelis & Company is a global team focused on advising financial sponsors and institutional investors on a wide range of strategic liquidity solutions across the private capital universe. The team works closely with industry and product groups across Moelis to provide relevant market insight, structuring advice, and best-in-class execution to clients. As a member of the team, successful candidates will be responsible for providing advisory, structuring, and execution services to clients with investments across the private capital universe. Position Description: The Associate position at Moelis offers exposure to all aspects of the GP-led credit secondary market including multi-asset continuation vehicles, tender offers, structured preferred equity solutions, NAV loans, GP stake sales, and various other financing solutions for sponsors and their portfolio companies. This individual will be a part of a dedicated credit secondary team within the broader PCA practice. Responsibilities include: Perform due diligence on both asset-level credit risk and fund valuation mechanics. Develop financial models for continuation vehicles, NAV facilities, and other structured solutions. Prepare offering documents, and other transaction materials. Manage investor outreach and diligence for credit and secondary mandates. Conduct market research on private credit and secondary market trends. Assist in structuring and negotiating transaction terms. Support business development by identifying opportunities in private capital markets. Qualifications: Must have 1-3 years of direct credit experience. 3-5 years of relevant experience in leveraged finance, secondaries advisory, or investment banking, with direct transaction exposure. Understanding of the private equity industry and secondaries industry. Highly motivated individual with a strong desire to learn. Keen attention to detail. Strong analytical and technical skills (including extensive experience with Microsoft Excel, PowerPoint and Word). Ability to think creatively in order to solve problems. Excellent communication skills. Organized, with good judgment and time management skills. Ability to work independently and as part of a broader team. Salary Expectations: USD $175,000-$225,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.

We are passionate about our business and our culture, and are seeking individuals with that same drive. Your application will not be considered if you have not completed the Suited assessment and shared your score with Moelis. Additional information about the assessment below. This is a requirement for the application process. Moelis has partnered with the screening platform Suited to help us better understand our applicants. Suited uses assessments to holistically and objectively understand what makes you unique. In addition to your academic background and experience, the traits and competencies captured by these assessments are predictive of on-the-job success, while reducing bias in the screening process. Complete the Suited assessment here. To learn more about the assessments, please visit: Resource Guide for Investment Banking Candidates Overview: We are currently seeking an experienced Analyst to join our Mergers & Acquisitions financial advisory practice in New York. Moelis Analysts are expected to assume significant levels of responsibility requiring intellectual curiosity, motivation and analytical aptitude. Day-to-day responsibilities of an Analyst include: financial analysis and modeling, company and industry research, preparing client presentations and interacting with senior bankers and clients. Primary Responsibilities: Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations Gathers and processes market share data and shareholder and investor profile Required Skills & Experience: Results driven and able to perform well under pressure and against tight deadlines Strong analytical and numerical skills that put you at ease with financial data Proven team player who is able to effectively interact with a wide variety of internal groups and clients Strong multi-tasking skills Strong Microsoft Office suite (Excel a must) and financial reporting skills Education: Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Estimated Salary Range: $110,000-$135,000 We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), 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. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.