Financial Services M&A Associate: Dealmaking & Valuation

Houlihan Lokey; Chicago (IL); On-site; USD 175,000 - 225,000; Full time

Job summary

Houlihan Lokey provides leading M&A advisory and financial restructuring services across global clients. Associates create and oversee financial models, craft marketing materials, and support due diligence for new engagements within four-person deal teams.

The role emphasizes client contact, rigorous analysis, and clear communication in a fast-paced environment. The environment is collaborative and entrepreneurial, with substantial responsibility and mentorship from senior bankers, in a role

Qualifications

• Advanced knowledge of accounting and finance.
• Undergraduate degree required.
• 3+ years of Investment Banking experience.
• Strong analytical/technical and qualitative abilities.
• Excellent verbal and written communication skills.
• Hands-on M&A sell side experience.
• Transaction experience in FIG is a plus.
• Extensive operational financial modeling and valuation experience.
• Strong financial and computer skills (Excel, Word and PowerPoint).

Responsibilities

• 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 as needed.
• Perform valuation and ad hoc financial analyses.
• Assist in the marketing and execution of existing engagements.
• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors.
• Communicate effectively with all team members and mentor junior staff.

Skills

Investment Banking experience

Analytical abilities

Communication skills

Public speaking

Fast-paced environment

M&A sell side experience

Financial modeling and valuation

Excel/PowerPoint/Word proficiency

Education

Undergraduate degree

Tools

Excel

Word

PowerPoint

Job description

Houlihan Lokey provides leading M&A advisory and financial restructuring services across global clients. Associates create and oversee financial models, craft marketing materials, and support due diligence for new engagements within four-person deal teams.

The role emphasizes client contact, rigorous analysis, and clear communication in a fast-paced environment. The environment is collaborative and entrepreneurial, with substantial responsibility and mentorship from senior bankers, in a role