Moelis & Company Tech Stack

Global independent investment bank advising on M&A, restructuring, and capital markets

Investment Banking New York, NY 1,001–5,000 employees Founded 2007 Public Company

Moelis is a publicly traded independent investment bank operating across M&A advisory, restructuring, and capital markets. The tech stack reflects a finance-traditional foundation (Excel, Bloomberg, PitchBook, FactSet) paired with emerging adoption of AI platform development and enhanced client onboarding automation—signaling moves toward operational efficiency and deal velocity. Hiring skews heavily toward finance and legal roles, with engineering and support at minimal levels, consistent with a advisory-services model where client-facing expertise dominates.

Tech Stack 10 technologies

Core StackSalesforce Excel Microsoft Office Concur Word PowerPoint ComboCurve Bloomberg PitchBook FactSet

What Moelis & Company Is Building

◆Challenges

Capital structure issues
Restructuring
Recapitalization
Reliance on inbound opportunities
Balance-sheet-driven activity
Supply chain realignment
Time-sensitive conflict clearance
Conflict of interest resolution
Managing large datasets
Evolving ai strategy

▲Active Projects

Client onboarding process
Ai platform development
M&a transaction execution
Sponsor-focused materials creation
Large scale conflicts and disclosure projects
Conflict clearance projects
Deal documentation
Kyc documentation review
M&a origination
Capital raising transaction support

Hiring Activity

Steady50 roles · 20 in 30d

Department

Finance

Legal

Engineering

Support

Realestate

Seniority

Mid

Senior

Junior

Director

Manager

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About Moelis & Company

Moelis & Company advises corporations, governments, and financial sponsors on strategic transactions including mergers and acquisitions, recapitalizations, restructurings, and capital markets activity. Founded in 2007, the firm is publicly listed and maintains offices across North and South America, Europe, the Middle East, and Asia-Pacific. Revenue and deal flow depend on inbound client relationships and balance-sheet-driven advisory mandates. Active workstreams span M&A origination and transaction execution, conflict clearance and KYC documentation, capital raising support, and large-scale data management around client conflicts and regulatory disclosures.

HeadquartersNew York, NY

Company Size1,001–5,000 employees

Founded2007

Hiring MarketsUnited Kingdom, United States, Saudi Arabia

Frequently Asked Questions

What is Moelis & Company's tech stack?

Core tools include Excel, Microsoft Office (Word, PowerPoint), Bloomberg, PitchBook, FactSet, Salesforce, and Concur. The firm is actively developing an AI platform and modernizing client onboarding processes.

Is Moelis & Company hiring engineers?

Yes, engineering roles are open but represent a small fraction of hiring (2 of 52 active roles). Finance roles dominate the hiring mix, reflecting the firm's advisory business model.