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Moelis & Company

Experienced Analyst, Shareholder Advisory Group - Los Angeles/New York City (Activism Defense)

Reposted 20 Hours Ago
Be an Early Applicant
In-Office
New York, NY, USA
110K-135K Annually
Junior
In-Office
New York, NY, USA
110K-135K Annually
Junior
As an Analyst, you will assess financial vulnerabilities, develop executive materials for activism cases, advise during M&A situations, and track shareholder intelligence.
The summary above was generated by AI

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

Primary Responsibilities: As an Analyst on the Shareholder Advisory team in Los Angeles or New York City, you will assume significant responsibility and work directly with senior bankers and clients on live and preparatory mandates. Responsibilities include:

  • Vulnerability & Defense Analysis: Conduct detailed assessments of clients’ financial and strategic vulnerabilities, shareholder bases, and corporate governance profiles to identify potential activist risks.

  • Board-Level Materials: Develop polished, executive-level materials analyzing activist demands, proxy contest scenarios, settlements, and strategic alternatives.

  • Live Situation Execution: Provide real-time advice during shareholder activism and hostile M&A mandates, including tactic monitoring and preparation of key response documents.

  • Shareholder & Market Intelligence: Track and analyze institutional ownership, regulatory filings, and trading activity to identify potential activist threats and broader market trends.

  • Strategic Advisory Integration: Collaborate with M&A, restructuring, and industry teams to provide integrated, strategic advice.

 

Qualifications: We seek to hire individuals who are highly motivated, intellectually curious, and have a demonstrated track record of excellence.

  • Bachelor’s degree from a top-tier university with a strong academic record; prior investment banking internship or full-time experience is required.

Expected Salary Range: USD $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.

Top Skills

Corporate Governance
Financial Analysis
Market Intelligence
Strategic Advisory
HQ

Moelis & Company New York, New York, USA Office

399 Park Ave, 4th floor, New York, New York, United States, 10022

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