Investment Banking Associate | Financial Services

Houlihan Lokey • Chicago, NY

1d

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals.

Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.

Houlihan Lokey’s Financial Services Group is a recognized leader in M&A, financial advisory, valuation, and financial restructuring services to the financial services industry. With more than 80 investment bankers, Houlihan Lokey’s Financial Services Group is the largest dedicated financial services investment banking group of any independent investment bank. As a leading M&A advisor, Houlihan Lokey’s Financial Services Group covers virtually every segment of financial services, including: (i) specialty finance, (ii) insurance, (iii) asset and wealth management, (iv) broker-dealers and capital markets, (v) banking and depositories, and (vi) mortgage and related services.

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)
• Excellent public speaking and presentation skills
• 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 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

Benefits

• Competitive total compensation package
• Discretionary incentive compensation
• Competitive benefits package

What This Job Offers

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