Eric Fischer: Private Capital Advisory Specialist at Moelis & Company

When people search for rising professionals in private markets, Eric Fischer stands out for a focused trajectory across investment banking and secondaries advisory. Based in New York, he is an Associate at Moelis & Company, concentrating on Private Capital Advisory with a specialisation in GP-led secondaries. His path runs through rigorous front-office roles at Société Générale and early buy-side exposure in the Hamilton College Investment Office, reinforced by a strong academic record and top-tier professional credentials, including the CFA charter and core FINRA licenses.

Current Role at Moelis & Company

Associate, Private Capital Advisory (July 2022 – Present)

Moelis & Company is known for independent advice across M&A, restructuring, and capital solutions. Within that platform, Eric Fischer Moelis plays on the Private Capital Advisory team, where GP-led transactions have become a central feature of modern portfolio management. As an Associate, Eric supports sponsors and limited partners through complex processes that can include single-asset continuation vehicles, multi-asset continuation funds, tender offers, and other structured liquidity solutions.

What “GP-Led Secondaries” Really Mean

• Strategic optionality: General partners seek liquidity, fund life extensions, or concentrated follow-on capital for their highest-conviction assets.
• Deal mechanics: Continuation vehicles, preferred equity, NAV-based facilities, and staple commitments can be used to balance alignment among existing LPs and new secondary investors.
• Associate impact: Associates like Eric drive workstreams—from building robust financial models and sensitivity cases to preparing marketing materials and coordinating due diligence—ensuring that execution stays synchronised between sponsors, secondary buyers, and existing LP bases.

Analyst, Investment Banking (October 2021 – June 2022)

Before his promotion, Eric served as an Analyst at Moelis. That period is typically the crucible for any banker: fast-paced modelling, valuation, and materials preparation under tight timelines. The Analyst role in a global advisory firm cultivates precision in transaction analysis, mastery of operational KPIs, and the ability to translate complex financial narratives into clear, decision-ready insights for clients and investors.

Foundation at Société Générale

Financial Institutions Group (July 2020 – October 2021)

Before Moelis, Eric was an Investment Banking Analyst in the Financial Institutions Group (FIG) at Société Générale in New York. FIG coverage demands a strong command of regulatory capital, asset-liability dynamics, and idiosyncratic valuation drivers across banks, insurers, speciality finance, and fintech. That experience honed his ability to:

• Analyse balance sheets and earnings drivers unique to lenders and insurers.
• Interpret interest-rate sensitivity, loss reserving, and solvency constraints.
• Build comps and transaction precedents that reflect sector-specific structures and valuation metrics.

Summer Analyst, Investment Banking (June 2019 – August 2019)

His Summer Analyst stint at Société Générale offered early exposure to the pace of live deals and the craft of pitch-to-mandate conversion—learning how to tailor market updates, M&A angles, and capital solutions to each client’s strategic objectives. The summer is where many analysts first encounter the discipline of investment banking storytelling: precise problem framing, clean analytics, and crisp takeaways.

Early Buy-Side Exposure at Hamilton College Investment Office

Summer Analyst (May 2018 – August 2018)

Eric’s finance skill set traces back to the Hamilton College Investment Office in Greenwich, CT. Working inside an endowment environment introduces future bankers to asset allocation, manager selection, and risk budgeting. For a future secondaries specialist, this experience is invaluable:

• LP perspective: Understanding how limited partners evaluate liquidity, dispersion of returns, and vintage diversification.
• Diligence mindset: Assessing managers, track records, and alignment—skills directly relevant to secondary processes and GP-LP negotiations.

Education

Hamilton College (2016 – 2020) — B.A., Economics

A liberal-arts foundation complements technical finance. At Hamilton College, Eric studied Economics, developing the quantitative reasoning and analytical writing that underpin persuasive client work. Beyond the classroom, he was active in campus leadership and athletics:

• Phi Beta Kappa: Recognition for academic excellence.
• Varsity Rowing (Captain): Team leadership and endurance—qualities that translate to high-stakes deal timelines.
• Senior Admission Fellow & Student Athlete Advisory Committee: Public-facing roles that sharpen communication and stakeholder management.

Munich International School (2013 – 2016)

At Munich International School, Eric competed in Varsity Rugby, an arena that fosters resilience, strategic teamwork, and situational awareness—all traits that map neatly onto live-deal problem solving.

Licenses & Certifications

Chartered Financial Analyst® (CFA) Charterholder

Earning the CFA charter (issued July 2023) signals a deep, multi-year commitment to ethics and rigorous financial analysis. In a secondary context, the CFA’s emphasis on valuation, performance attribution, and portfolio construction helps Associates parse GP narratives, triangulate asset quality, and communicate fair-value considerations with both precision and credibility.

Core FINRA Registrations

• Series 79 (Investment Banking Representative) — foundational for advisory professionals leading transaction analytics, fairness considerations, and marketing processes.
• Series 7 (General Securities Representative) — broad knowledge across securities products and market functions.
• Series 63 (Uniform Securities Agent State Law) — state-level compliance awareness that supports clean execution across jurisdictions.

These licenses indicate that Eric Fischer operates within the regulatory framework necessary to advise on complex transactions and investor communications.

Skills Matrix: What Sets Eric Fischer Apart

Technical Rigour

• Advanced valuation: DCF frameworks with nuanced WACC construction, LBO-style downside modelling for asset-level resilience, and market-based triangulation using public comps and secondaries comps.
• Process materials: Data-room design, Q&A tracking, management presentations, and investor committee-ready memos tailored to secondary buyers and LPs.
• Scenario analysis: Stress-testing continuation-vehicle cases for varying interest rates, operating performance, and exit timing.

Sector & Strategy Literacy

• FIG economics: From Eric’s Société Générale days—asset quality, capital ratios, and regulatory tailwinds.
• Private markets fluency: GP-led structures, LP-led tenders, preferred equity, and NAV-based lending—tools central to modern liquidity solutions.

Communication & Leadership

• Client-ready synthesis: Distilling complex diligence into concise, decision-grade takeaways.
• Team leadership: Rowing captaincy and committee roles reflect a habit of coordinating diverse stakeholders under pressure.

Why GP-Led Secondaries Matter—and Where Eric Contributes

A Fast-Growing Corner of Private Equity

Investors want both liquidity and ongoing exposure to high-conviction assets. GP-led transactions help bridge that gap. Continuation vehicles can give sponsors more time and capital to execute value-creation plans while offering LPs a choice: take liquidity or roll forward.

Associate-Level Leverage

Associates like Eric Fischer Moelis deliver leverage to senior bankers and clients by:

• Building valuation narratives that reconcile public-market sentiment with private-market realities.
• Mapping alignment among GPs, existing LPs, and incoming secondary capital.
• Coordinating legal, tax, and structural considerations to keep timetables on track.

Career Timeline at a Glance

Hamilton College Investment Office → Société Générale → Moelis & Company

1. 2018: Summer Analyst, Hamilton College Investment Office (Greenwich, CT).
2. 2019: Summer Analyst, Société Générale (Investment Banking).
3. 2020 – 2021: Investment Banking Analyst, Société Générale (FIG), New York.
4. Oct 2021 – Jun 2022: Analyst, Moelis & Company.
5. Jul 2022 – Present: Associate, Moelis & Company, Private Capital Advisory; GP-led Secondaries.

This progression shows consistent movement toward complex private-market advisory, with each role adding a layer of sector depth and execution capability.

How Eric’s Background Benefits Clients

LPs and GPs Get a Translator

Eric’s early endowment experience gives him the LP lens—how portfolios weigh liquidity, fees, and strategy persistence—while his banking roles provide the deal lens. In secondary processes, this dual perspective helps align incentives and streamline communications, which can be decisive for competitive auctions or bespoke bilateral deals.

Numbers Plus Narrative

Sophisticated secondaries investors scrutinise both the spreadsheet and the story. By pairing quantitative rigour with straightforward narrative, Eric enables smoother committee approvals, tighter bidding ranges, and cleaner paths to closing.

Professional Outlook

Growing with the Market

As the secondaries market expands and strategies like single-asset CVs and NAV financing mature, Associates who can translate between GP needs and LP constraints will drive outsized value. With a pedigree of Moelis & Company execution and CFA-level analytical depth, Eric Fischer is well positioned to keep advancing in a field that rewards both technical mastery and stakeholder alignment.

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Key Takeaways

Summary for Quick Readers

• Current Role: Associate, Moelis & Company (Private Capital Advisory; GP-led Secondaries).
• Prior Experience: Société Générale FIG Analyst; Summer Analyst at Société Générale and Hamilton College Investment Office.
• Education: B.A. in Economics, Hamilton College; leadership in varsity rowing and campus organisations.
• Credentials: CFA charterholder; Series 79, Series 7, Series 63.
• Edge: Blend of LP perspective, investment banking rigour, and secondaries specialisation—ideal for complex GP-led liquidity solutions.

In short, Eric Fischer brings a well-rounded tool kit to one of private equity’s most dynamic arenas, combining structured execution with a nuanced understanding of how sponsors and investors create value—together.