Investment Banking Associate – Financial Services

Houlihan Lokey

. Prepare, analyze, and explain historical and projected financial information .

Posted 9/18/2026full-timeNew York City • Illinois • United StatesJuniorMid-Level💰 $175,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of accounting and finance, with extensive experience in financial modeling, valuation, and M&A transactions. Proven ability to communicate effectively and build relationships with clients while managing multiple projects in a fast-paced environment.

Highest-signal resume keywords

Investment Banking ExperienceFinancial ModelingM&A Transaction ExecutionValuation ExperienceAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisValuationFinancial ModelingM&A TransactionsAccountingExcelPowerPointWordResearchAd Hoc Financial Analyses

Soft Skills

Communication SkillsPublic SpeakingMentoringRelationship BuildingAnalytical Abilities

Industry Keywords

Due DiligenceFIGClient PresentationsMarketing MaterialsEngagement Execution

About the role

Key responsibilities & impact

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
Perform valuation and ad hoc financial analyses
Assist in marketing and execution of existing engagements
Build relationships and maintain direct contact with clients, prospective clients, and professional advisors
Communicate effectively with team members, including supervising and mentoring junior staff
Create and oversee financial models, marketing collateral, and client presentations
Perform research and analyses supporting new business generation and M&A transaction execution

Requirements

What you’ll need

Advanced knowledge of accounting and finance
Undergraduate degree
3+ years of Investment Banking experience
Strong analytical/technical and qualitative abilities
Excellent verbal and written communication skills
Strong financial and computer skills, including Excel, Word and PowerPoint
Excellent public speaking and presentation skills
Ability to work in a fast-paced environment and manage multiple project deliverables simultaneously
Extensive operational financial modeling and valuation experience
Hands-on M&A sell-side experience
Transaction experience in FIG is a plus

Benefits

Comp & perks

Competitive total compensation package
Discretionary incentive compensation may be included
Competitive benefits package