hero

Find Your Dream Job Today

Our mission is to help high-achieving LGBTQ+ undergraduates reach their full potential.

Investment Banking Financial Analyst | New York, Private Funds Group - Primaries (Class of 2025)

Houlihan Lokey

Houlihan Lokey

IT, Accounting & Finance
New York, NY, USA
Posted on Dec 13, 2024

Business Unit:

Corporate Finance

Industry:

PFG - Private Funds Group

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

Corporate Finance

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 2022, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Private Funds Group

Houlihan Lokey Private Funds Group (“PFG”) is an established and growing player in the third-party fund placement and advisory space and part of a leading global investment bank. PFG has an experienced team of over 40 people across six offices in the U.S. and Europe who have collectively worked on over 300 fundraises since 2010 across a wide array of private equity fundraisings. PFG has recently expanded offerings to provide a ‘full weather’ advisory service to financial sponsor clients across Primary, Secondary, Direct/Co-invest, and GP Stakes Advisory mandates for clients in the U.S. and Europe.

Job Description

As an Analyst in the primary advisory project management team, you will be involved in:

  • The management of fundraising processes, including investor tracking and client communication
  • The production of core fund marketing documentation with bespoke analyses
  • The provision of strategic advice to clients related to the positioning of alternative asset brands in the market for sustained competitive advantage
  • Ability to embrace the full utilization of the group’s CRM system to ensure information is captured accurately for both current and prospective fundraising mandates
  • The origination of new opportunities, including meeting potential clients and the production of pitch materials and associated analyses
  • New opportunity due diligence and evaluation as part of a rigorous internal process
  • The completion of due diligence materials in response to inquiries from potential fund investors

Basic Qualifications

The ideal candidate will have prior investment banking internship experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity, and new ideas are encouraged.

Preferred Qualifications

  • Excellent verbal and written communication skills
  • Undergraduate coursework in accounting and finance required
  • Strong analytical capabilities
  • A fundamental understanding of valuation theory, methodologies, and applications
  • Strong financial and computer (Excel, Word, and PowerPoint) skills
  • Demonstrated ability to work cooperatively with all levels of staff

Salary Range

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$110,000.00-$130,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

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.