Associate- Digital Value Creation- TAS India

Houlihan Lokey; Mumbai; On-site; INR 800,000 - 1,500,000; Full time

Job summary

Houlihan Lokey is seeking an Associate for their Digital Value Creation group in Mumbai. Ideal candidates will have a strong background in data analytics and financial analysis, with 3 to 7 years of experience. This role involves participating in M&A processes, managing data workflows, and providing insights that influence strategic decisions.

Applicants should possess a Bachelor’s degree in a relevant field and demonstrate proficiency in data wrangling and visualization tools. A commitment to teamwork and exceptional communication skills is essential.

Qualifications

• Bachelor’s degree in technology, computer science, accounting, or related field.
• Experience in financial analytics with a solid understanding of financial statements.
• Hands-on experience with a data wrangling/ETL tool.

Responsibilities

• Participate in M&A engagements and operational reporting.
• Lead engagement tasks with ownership of execution quality.
• Prepare data workflows to clean and combine data.

Skills

Data analytics proficiency

Financial statement analysis

Data wrangling/ETL tools (Alteryx, Dataiku)

Data visualization (Tableau, Power BI)

Microsoft Excel expertise

Strong analytical abilities

Education

Bachelor’s degree in technology, finance, or related field

Tools

Tableau

Power BI

Alteryx

Dataiku

SQL

Job description

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory.

Business Unit

Financial and Valuation Advisory

Industry

Transaction Advisory Services

Job Description

TAS is seeking talented professionals to join our fast‑growing Digital Value Creation group (DVC) at the Associate level. DVC provides clients value‑creating insights from vast market, operational, and financial data. DVC professionals work closely with HL due diligence, valuation, and investment banking teams alongside clients’ deal and operating teams. As a professional in the group, you will be teamed with highly talented M&A professionals across multiple industry groups, providing broad exposure to different transactional issues affecting businesses in an M&A environment.

This is a unique opportunity for someone with proficiency in data analytics and experience applying data‑analytics techniques to financial and operational analyses fundamental to an M&A process. DVC offers ample exposure to M&A, corporate finance, and capital markets. You will further develop your data‑analytics knowledge and deliver valuable insights that inform transaction and strategic decision‑making for internal and external stakeholders.

Responsibilities

• Participate in buy‑side and sell‑side M&A engagements and data‑focused operational reporting engagements
• Lead engagement tasks or workstreams, taking ownership of execution, quality, and timeliness of deliverables to clients
• Communicate effectively with internal project teams and client teams, presenting points of view and driving discussions toward objectives
• Gather, evaluate, sanitize, and organize applicable metadata
• Prepare data workflows to clean and combine data from multiple sources
• Create data visualizations and dashboards to deliver key insights
• Generate insights on drivers of business growth, profitability, and liquidity
• Identify key business risks and opportunities impacting valuation
• Train peers in the advisory practice on data analysis and visualization tools
• Continuously develop industry knowledge and qualifications
• Manage multiple assignments simultaneously
• Support and actively participate in business development efforts
• Review the work of team members to ensure desired quality and insights

Basic (Must‑Have) Qualifications

• Bachelor’s degree in technology, computer science, accounting, finance, quantitative finance, or a similar field with a concentration in data analytics or another quantitative area
• Experience in financial analytics with a sound understanding of financial statements (Profit & Loss, Balance Sheet) and the ability to analyze financial and operating performance of a company
• Hands‑on experience with a data wrangling/ETL tool such as Alteryx or Dataiku
• Experience with data visualization tools such as Tableau or Power BI
• Strong command of Microsoft Excel formulas, PowerPivot, Power Query, etc.
• Experience working in a global organization across different time zones, managing internal and external stakeholders
• Exceptional work ethic, high motivation, and a demonstrated ability and desire to work cooperatively with team members and client professionals
• Strong analytical abilities
• Conduct technical training and best‑practice sessions for team members
• Exceptional verbal and written communication skills

Preferred (Good‑to‑Have) Qualifications

• Post‑graduate degree, diploma, or certification in a related field or business administration (e.g., MBA, CFA, CQF)
• Experience in M&A and financial consulting areas such as financial due diligence, valuation, or financial planning & analysis
• Strong command of at least one programming language (Python, R, VBA)
• Prior work experience with relational database management systems (including SQL Server, Snowflake, or similar)

Work Experience

3 to 7 years of professional experience.

Equal Opportunity Employer Statement

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.