Investment Banking Senior Analyst | Financial Services

Houlihan Lokey • New York, 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. To learn more about Houlihan Lokey, please visit HL.com.

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. Senior Analysts 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. Senior Analysts are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst. As part of our team, you will:

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. Senior Analysts are given substantial responsibility and are encouraged to help us grow our business.

Requirements

• 2 years of Investment Banking, corporate finance, or transaction advisory services experience
• Advanced knowledge of accounting and finance
• Undergraduate degree
• 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

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

What This Job Offers

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