Houlihan Lokey · 13 hours ago
Investment Banking Senior Associate/Vice President | Broker-Dealer & Capital Markets
New York, NY
Full-time
Onsite
Mid, Senior Level
$200K/yr - $250K/yr
5+ years expHoulihan Lokey, Inc. is a leading global investment bank recognized for delivering independent strategic and financial advice. The Investment Banking Senior Associate/Vice President will manage sell-side M&A processes, support senior bankers in business development, and mentor junior team members.
BankingFinanceFinancial Services
Responsibilities
Managing and advancing every stage of sell-side M&A processes: spanning initial information collection from a new client, all the way through to modeling the proceeds waterfall for closing wires
Leveraging knowledge of the industry to effectively position clients’ equity stories in presentation material and live discussion with prospective investors
Drafting and overseeing the production of insightful, compelling marketing materials, including CIMs and pitchbooks
Providing strategic insight into the analytics, models and comps that drive how our clients are valued – key issues in our sector include pro-forma compensation modeling, structuring deferred consideration and pipeline analytics
Building sufficient credibility and rapport to serve as a daily point of contact with clients (most of whom are owner-operators), counterparties, and professional advisors
Parsing legal and quasi-legal documents including engagement letters, NDAs, term sheets, purchase agreements and employment agreements
Broadening our coverage of the sector and assisting in the sourcing of new business, by researching potential clients, preparing reports / coverage intro material, and participating in outreach / vetting calls with prospects
Helping lead intern, lateral analyst and associate recruiting for the Financial Services Group, and serving as an ad hoc mentor for junior bankers on deal teams and within the broader group
Qualification
Required
Experienced Investment Banking Associate or Vice President with direct sell-side M&A execution experience on lean, fast-moving deal teams
Demonstrated multiple pitch-to-close deal reps across all core M&A workstreams
Ability to operate with a high degree of independence, without day-to-day task direction or work-product validation
Strong judgment and ownership mindset, with experience interfacing directly with clients and navigating ambiguity
Comfortable taking initiative and making decisions in a small-team environment
Must have completed at least one full title promotion (Analyst → Associate and/or Associate → VP) at a reputable, U.S.-based, M&A-focused investment bank
Not intended for recent career-changers or MBA graduates without prior investment banking promotions
Preferred
Experience in Broker-Dealer or Capital Markets is a plus, but not required
Open to candidates from other sectors with M&A experience in human-capital-driven business models (e.g., financial or professional services)
Benefits
Competitive benefits package
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
2026-01-14
Secondaries Investor
2025-12-18
2025-12-01
Company data provided by crunchbase