Investment Banking Associate | FinTech

Houlihan Lokey•New York, NY

About The Position

Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.

Requirements

Advanced knowledge of accounting and finance
Undergraduate degree
3+ years of Investment Banking experience
Strong analytical/technical and qualitative abilities

Nice To Haves

Excellent verbal and written communication skills
Strong financial and computer skills (Excel, Word and PowerPoint)
Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously
Extensive operational financial modeling and valuation experience
Hands-on M&A sell side experience
Transaction experience in FinTech/FIG is a plus

Responsibilities

Prepare, analyze, and explain historical and projected financial information
Coordinate and perform business due diligence and execute M&A transactions
Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed
Perform valuation and ad hoc financial analyses
Assist in the marketing and execution of existing engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
Communicate effectively with all members of the team, including the supervision and mentoring of junior staff members