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Investment Banking Associate | Technology (Software)

Houlihan Lokey

Houlihan Lokey

IT
New York, NY, USA · San Francisco, CA, USA
USD 175k-225k / year
Posted on Jul 2, 2025

Business Unit:

Corporate Finance

Industry:

Technology

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 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 LSEG.

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 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Technology Group

Our Technology Group is a global team and recognized leader in providing high-quality, relationship-based advice to clients whose businesses offer Software and Digital Media solutions. We have an extensive track record of working with domestic and international clients and delivering creative, effective, and successful outcomes based on our deep understanding of our clients, their business models, and the markets in which they operate.

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged. Associates are given substantial responsibility and encouraged to help us grow our business. They work on transactions that provide exposure to various investment banking services, including a predominant M&A focus and private placements across equity and debt.

Responsibilities

As an Associate, you will:

  • Prepare, analyze, and help explain historical and projected financial information

  • Create financial models

  • Coordinate and perform business due diligence

  • Prepare confidential information memoranda, management presentations, and marketing pitches

  • Lead the planning and creation of thought leadership marketing materials

  • Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders

  • Supervise and mentor junior staff

Requirements / Qualifications

The following qualifications/skills are required:

  • You will have a strong academic track record

  • 3-4 years of investment banking experience and technology / software transaction experience required

  • A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals

  • Fundamental understanding of financial valuation methodologies and applications

  • Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills

  • Strong qualitative and quantitative research skills

  • Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations

  • Excellent verbal and written communication skills in English are essential

  • Advanced knowledge of Excel

  • Independent thinker and resourceful problem solver

  • Strong work ethic, organizational skills, and ability to multitask

  • Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment

  • Ability to work independently in a fast-paced environment

Compensation and Benefits

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:

$175,000.00-$225,000.00

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.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

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.



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