Banker Success Analyst

Houlihan Lokey; Greater London; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading investment bank based in Greater London seeks a Success Analyst to develop long-term relationships with users and enhance product adoption. Responsibilities include leading onboarding, providing technical expertise, conducting business reviews, and gathering customer feedback. Ideal candidates have 1-3 years of customer success experience and strong financial skills. The role offers an opportunity to drive user satisfaction and product growth in a dynamic environment.

Qualifications

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

Responsibilities

• Develop and maintain long-term relationships with users.
• Lead the onboarding process and training end-users.
• Serve as a subject matter expert on platform features and best practices.
• Conduct regular business reviews to align on goals.
• Gather and synthesize customer feedback to improve experiences.
• Support the data operations team to maintain records.

Skills

Customer success roles

Strong analytical capabilities

Excellent verbal communication

Excellent 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.