Banker Success Analyst

Houlihan Lokey; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A global investment bank based in London is seeking a Banker Success Analyst to build relationships and provide technical expertise for users. The role involves onboarding, product expertise, and customer advocacy to enhance user satisfaction and retention. Candidates should have 1-3 years of experience in customer success roles and strong communication skills. Knowledge of financial software such as Excel is preferred, along with a keen interest in the investment banking sector.

Qualifications

• 1-3 years of industry experience in customer success roles.
• Strong interest in operations, investment banking, accounting, or consulting.

Responsibilities

• Develop and maintain long-term relationships with users.
• Lead onboarding process and training end-users.
• Serve as a subject-matter expert on product features.
• Conduct regular business reviews and share best practices.
• Be the voice of the customer internally.
• Provide support for the data operations team.

Skills

Customer success

Operations

Analytical capabilities

Verbal communication

Written communication

Tools

Excel

Word

PowerPoint

Job description

Business Unit: Data Strategy Group

Industry: No Industry

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.

The Banker Success Analyst is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands‑on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth.

Responsibilities

• Strategic Account Management: Develop and maintain long‑term relationships with users, understanding their business goals to create and execute success plans that drive value.
• Technical Onboarding & Implementation: Lead the onboarding process, from initial implementation and configuration to training end‑users, ensuring a smooth and successful deployment.
• Product Expertise & Adoption: Serve as a subject‑matter expert on the platform’s features, integrations, and best practices. Proactively monitor customer usage to provide guidance that drives deeper product adoption.
• Proactive Engagement & Value Realization: Conduct regular business reviews, share best practices, and align on future goals. Proactively identify and mitigate any risks to customer satisfaction and retention.
• Customer Advocacy & Feedback: Be the voice of the customer internally. Gather, synthesize, and relay customer feedback to the Product and Engineering teams to help shape the product roadmap and improve the customer experience.
• Data Operations Support: Provide day‑to‑day support for the data operations team to clean and maintain company records.

Basic Qualifications

• 1‑3 years of industry experience, with a preference towards customer success roles.
• A strong interest in operations, investment banking, accounting, or consulting experience is preferred.

Preferred Qualifications

• Strong financial and computer (Excel, Word, and PowerPoint) skills.
• Demonstrated ability to work cooperatively with all levels of staff.
• Strong analytical capabilities and excellent verbal and written communication skills.

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.