Investment Banking Associate
About The Position
Houlihan Capital is an employee-owned leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape. Houlihan Capital has extensive valuation experience providing companies with objective, independent, and defensible valuation opinions that meet accounting, regulatory, and corporate governance requirements. Our analyses and reports are transparent, supportable, and clearly outline the assumptions and projections incorporated into our financial models. We consistently apply sound valuation methodologies and unbiased perspective in our work product that enables management teams and fiduciaries to make confident, informed decisions.
Requirements
- Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
- MBA preferred; CFA, CPA, or other relevant professional designation viewed favorably.
- 2–4 years of investment banking experience, with demonstrated exposure to M&A advisory.
- Series 79 and Series 63 licenses required.
- Mastery of core valuation methodologies and deal process mechanics.
- Strong written and verbal communication skills with client-facing capability.
- Ability to manage multiple concurrent engagements and deliver under tight timelines.
Nice To Haves
- MBA preferred
- CFA, CPA, or other relevant professional designation viewed favorably
Responsibilities
- Support day-to-day transaction execution including process management, buyer/seller communication, and diligence coordination
- Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
- Draft, review, and refine CIMs, management presentations, and offering materials
- Manage data room organization, due diligence trackers, and third-party advisor coordination
- Review and provide guidance on Analyst work product of active engagements
- Support Managing Directors, Directors, and VPs in developing pitch materials and new business opportunities
Benefits
- Employee-owned
- Bonus Eligible
- Company bonus plan
- Commitment to diversity
Stand Out From the Crowd
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
