Analyst, Asset Management – London

Overview

As an Analyst in Moelis & Company’s Global Financial Institutions Group, you will support advisory work for asset and wealth managers. You work within a lean deal team, performing financial analysis, modeling, and client-ready materials to help evaluate strategic options. You will monitor industry trends and regulatory shifts to inform recommendations for M&A, capital markets, and strategic action. This role offers exposure to high-impact transactions in a collaborative, fast-paced environment and a clear path to client-focused responsibility.

Responsibilities

• Conduct detailed financial and strategic analysis of asset and wealth management companies
• Build and maintain financial models for performance, valuation, and opportunities
• Monitor industry trends, dynamics, and regulatory changes affecting asset and wealth managers
• Assist in preparing client presentations, pitch materials, and transaction documentation
• Support execution of live mandates including M&A, strategic advisory, and capital markets transactions
• Collaborate with senior bankers to provide insights and recommendations for strategic options such as mergers, acquisitions, and public listings

Key requirements

• Strong analytical, quantitative, and financial modelling skills
• Solid foundation in accounting, corporate finance, and valuation concepts
• Prior internship in investment banking (M&A, corporate finance, or related) essential
• Excellent communication skills, able to synthesize complex analyses into clear insights
• Highly organized, detail-oriented, able to manage multiple priorities under tight deadlines
• Collaborative team player with strong interpersonal skills and client interaction confidence
• Proficiency in Microsoft Excel, PowerPoint, and financial databases

• collaborative
• interpersonal skills
• attention to detail
• financial modelling
• accounting fundamentals
• corporate finance

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