- Company Name
- Moelis & Company
- Job Title
- Analyst, Business Management - New York
- Job Description
-
**Job Title**
Analyst, Business Management
**Role Summary**
An analytical associate supporting US Business Managers in executing strategy, franchise management, banker performance analysis, talent management, and pipeline oversight. Works cross‑functionally with bankers, human capital, finance, legal, IT, and marketing to deliver data‑driven insights and project support.
**Expectations**
- 2‑4 years experience in financial services; investment banking background preferred.
- Undergraduate degree in business or related field.
- Strong analytical, quantitative, and reporting skills.
- Proficiency in Microsoft Office (Excel, PowerPoint); Salesforce knowledge a plus.
- Excellent written and verbal communication; ability to engage stakeholders at all levels.
- Detail‑oriented, organized, able to meet deadlines under pressure.
- Self‑motivated with a positive attitude and ownership focus.
**Key Responsibilities**
1. **Franchise Management**:
- Conduct quantitative and qualitative performance analyses of bankers and franchises.
- Prepare agendas, materials, and communications for internal meetings, committees, and strategic partner sessions.
- Support ad hoc management requests and strategic projects; execute firm‑wide initiatives.
2. **Talent & Resource Management**:
- Partner with HCM on banker development, performance metrics, and headcount analysis.
- Track utilization of junior resources and generate utilization reports.
3. **Pipeline Management**:
- Assist Business Managers with deal updates, data entry, and deal‑level analytics.
4. **Cross‑Functional Liaison**:
- Coordinate with finance, marketing, legal, compliance, IT, and HCM on joint projects.
5. **Process Improvement**:
- Identify, propose, and implement efficiency enhancements across business management processes.
6. **Support for Junior Bankers**:
- Serve as primary contact for business‑management questions and guidance.
**Required Skills**
- Business acumen and finance industry knowledge.
- Advanced Excel (pivot tables, formulas, VBA optional).
- Presentation and data‑visualization skills.
- Strong organisational and time‑management abilities.
- Critical thinking and problem‑solving.
- Collaborative teamwork and stakeholder engagement.
**Required Education & Certifications**
- Bachelor’s degree in business, finance, economics, or related discipline.
- No mandatory certifications required.