Investment Banking Associate
Not Disclosed•Full-TimeOn-site
location_on4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
About the Firm
Houlihan Lokey, Inc. is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. Rooted in a partnership approach built on trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help clients achieve their most critical goals.
In 2025, LSEG ranked Houlihan Lokey the No. 1 investment bank for all global M&A transactions.
About the Business Services Group
The Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with firms providing professional and technology-related services across a number of end markets, regularly collaborating with other industry and product groups to bring the highest level of knowledge and relationships to our clients.
Our team covers a broad array of sectors, with bankers dedicated to each primary coverage area. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities—whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction.
The Role
Associates are primarily responsible for the creation and oversight of financial models, marketing materials, internal and external presentations, as well as 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.
As part of the Business Services team, you will work within particularly strong sector practices in Environmental Services, Facilities Services, Training & Education, and Transportation & Logistics in New York. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, while creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help grow the business.
Equal Opportunity
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
Work location
Work model: On-site
4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States
New York, New York
Key Responsibilities
- check_circlePrepare marketing materials and confidential information presentations
- check_circlePerform valuation and ad hoc financial analyses
- check_circleAssist in the marketing and execution of client engagements
- check_circleBuild relationships with clients, prospective clients, and advisors
- check_circleSupervise and mentor junior staff members on deal teams
- check_circleCoordinate business due diligence and execute M&A deals
- check_circleCreate and oversee financial models for M&A transactions
Requirements
- verifiedUndergraduate degree
- verified3+ years of Investment Banking experience
- verifiedAdvanced knowledge of accounting and finance
- verifiedStrong financial and computer skills (Excel, Word and PowerPoint)
- verifiedExtensive operational financial modeling and valuation experience
- verifiedHands-on M&A experience
Nice to Have
Transaction experience in Business Services.
Similar Job Opportunities
Skills, education and keywords
Skills: Excel, Word, Powerpoint, Financial Modeling, Valuation, M&a.
Education: Undergraduate degree required.
Frequently asked questions about Investment Banking Associate at Houlihan Lokey
What does a Investment Banking Associate at Houlihan Lokey do?expand_more
A Investment Banking Associate at Houlihan Lokey is responsible for the following: Prepare marketing materials and confidential information presentations; Perform valuation and ad hoc financial analyses; Assist in the marketing and execution of client engagements; and Build relationships with clients, prospective clients, and advisors.
What are the requirements for this Investment Banking Associate role?expand_more
To qualify for the Investment Banking Associate at Houlihan Lokey position, applicants should have: Undergraduate degree; 3+ years of Investment Banking experience; Advanced knowledge of accounting and finance; Strong financial and computer skills (Excel, Word and PowerPoint); Extensive operational financial modeling and valuation experience; and Hands-on M&A experience.
Where is the Investment Banking Associate role at Houlihan Lokey located?expand_more
Investment Banking Associate at Houlihan Lokey is based in 4, East 64th Street, Lenox Hill, Manhattan Community Board 8, Manhattan, New York County, New York, 10065, United States. This is a on-site role.
Is this Investment Banking Associate job remote, hybrid, or on-site?expand_more
Houlihan Lokey has listed this Investment Banking Associate role as on-site.
How much experience is required for this Investment Banking Associate role?expand_more
Investment Banking Associate at Houlihan Lokey typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Investment Banking Associate role at Houlihan Lokey?expand_more
Key skills for Investment Banking Associate at Houlihan Lokey include Excel; Word; Powerpoint; Financial Modeling; Valuation; and M&a.
What education is required for Investment Banking Associate at Houlihan Lokey?expand_more
Educational requirements for this role: Undergraduate degree required.
What category does the Investment Banking Associate role belong to?expand_more
Investment Banking Associate at Houlihan Lokey is part of the accounting & finance job category on Recrutus.
About Houlihan Lokey
Houlihan Lokey, Inc. operates as a global investment banking firm headquartered in Los Angeles, California. The company provides independent strategic and financial advisory services to corporations, financial sponsors, and government entities. As a publicly traded entity on the NYSE under the ticker HLI, the firm leverages deep industry expertise and a broad international footprint to serve clients across diverse sectors.
The organization delivers integrated solutions covering mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Its partnership model emphasizes trust and utilizes data-driven perspectives derived from significant transaction volumes to assist clients in meeting critical objectives. This approach allows the firm to offer differentiated insights tailored to complex financial needs.
Clients seeking specialized guidance in investment banking can access these services through the firm's established global network. For further details regarding its advisory capabilities and corporate structure, information is available on the company website at HL.com. The firm maintains a professional stance focused on delivering innovative solutions without compromising independence in its advisory relationships.
Browse more roles: All Houlihan Lokey jobs, accounting & finance jobs on Recrutus.