Business Selection & Client Onboarding, Business Management, Associate - New York
Job Overview
Skills & Requirements
Teams
Essential skill for this role
Mergers and Acquisitions
Essential skill for this role
Investment Banking
Essential skill for this role
Corporate Finance
Essential skill for this role
Qualifications & Education
Experience Required
2-5
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.
About the Role
Business Selection & Client Onboarding, Business Management, Associate – New York
Curated brief to help you tailor your application.
Role Overview
Start by showing recruiters you understand the team's mission and environment.
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.
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