Investment Banking Analyst | Business Services

US.020 Houlihan Lokey Financial Advisors, Inc.; New York (NY); On-site; USD 120,000 - 130,000; Full time

Job summary

Houlihan Lokey Financial Advisors, Inc. in New York is seeking a Financial Analyst to support the Business Services Group in execution of mergers and acquisitions and related advisory services.

You will develop expertise in financial modeling, valuations, and due diligence while building relationships with clients and industry teams. The role emphasizes strong accounting/finance coursework, solid Excel skills, and the ability to work in a fast-paced environment.

Qualifications

• At least one year of investment banking experience.
• Coursework in accounting and finance is required.
• Strong analytical capabilities and excellent verbal and written communication skills.

Responsibilities

• Prepare, analyze, and explain financial information.
• Perform valuations of companies and businesses.
• Coordinate and execute M&A due diligence and transactions.
• Prepare confidential memoranda and management presentations.
• Assist in marketing and planning engagements.
• Maintain client and advisor contact throughout the process.

Skills

Analytical skills

Verbal & written communication

Excel/PowerPoint proficiency

Education

Accounting coursework

Finance coursework

Tools

Excel

Word

PowerPoint

Job description

Business Unit: Corporate Finance Industry: Business Services 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 uniquely 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 financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals.

To learn more about Houlihan Lokey, please visit HL.com.

Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.

Business Services Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, valuation, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients. Our team covers a broad array of sectors, with bankers dedicated to each of our primary coverage areas. We maintain deep, senior-level relationships with major strategic and financial buyers of professional and technology-related services companies, as well as large, public, and private company thought leaders within the industry. As one of the leading M&A advisors in our sector, we help open doors to opportunities - whether our clients are seeking a strategic or financial partner in a change-of-control or minority-investment transaction.

Job Description

Financial Analysts in the Business Services Group support investment banking engagements and new business development efforts. They work primarily on the execution of mergers and acquisitions transactions, as well as develop expertise and build relationships with clients in one or more sectors within the Business Services coverage universe. Our Business Services team in New York has a particularly strong sector practices in the areas of: Education Technology and Services Engineering and Infrastructure Environmental Services Facility and Residential Services Transportation and Logistics.

As part of our team, you will:

• Prepare, analyze, and help explain historical and projected financial information


• Perform valuations of companies and businesses


• Coordinate and perform business due diligence and execute M&A transactions


• Prepare confidential memoranda, management presentations, marketing pitches, and other presentations


• Assist in the marketing and planning of engagements


• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors

Basic Qualifications

The ideal candidate will have prior investment banking experience, a strong work ethic, and the ability to work independently in a fast-paced environment. While teamwork is essential to the firm’s success, creativity and new ideas are encouraged. At least one year of investment banking experience is required. Coursework in accounting and finance is required. Strong analytical capabilities and excellent verbal and written communication skills. A fundamental understanding of valuation theory, methodologies, and application.

Preferred Qualifications

Strong financial and computer (Excel, Word, and PowerPoint) skills. Demonstrated ability to work cooperatively with all levels of staff.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $120,000 - $130,000. Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2026 Benefits.

Equal Employment Opportunity

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.