Investment Banking Associate | Financial Services

Houlihan Lokey • Chicago, IL

3d

About The Position

Houlihan Lokey’s Financial Services Group provides M&A, financial advisory, valuation, and financial restructuring services to the financial services industry. The group has more than 80 investment bankers and covers specialty finance, insurance, asset and wealth management, broker-dealers and capital markets, banking and depositories, and mortgage and related services.

Associates create and oversee financial models, marketing collateral, and client presentations, and conduct research and analyses to support business development and M&A transaction execution. They are generally part of four-person deal teams consisting of a Managing Director, Vice President, Associate, and Financial Analyst. The environment is described as collegial and entrepreneurial, with teamwork central to the firm’s success and creativity and new ideas encouraged. Associates are given substantial responsibility and encouraged to contribute to business growth.

Requirements

• Advanced knowledge of accounting and finance.
• Undergraduate degree.
• At least 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, including Excel, Word, and PowerPoint.
• Excellent public speaking and presentation skills.
• Ability to work in a fast-paced environment while managing multiple project deliverables simultaneously.
• Extensive operational financial modeling and valuation experience.
• Hands-on M&A sell-side experience.
• Transaction experience in 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 team members, including supervising and mentoring junior staff.
• Conduct research and analyses in support of new business generation and transaction execution.
• Create and oversee financial models, marketing collateral, and client presentations.

Benefits

• Competitive benefits package.
• Competitive total compensation package, which may include discretionary incentive compensation.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level