Investment Banking Associate | FinTech

Financeroles; New York (NY); On-site; USD 170,000 - 190,000; Full time

Job summary

Houlihan Lokey in New York is seeking an associate for its Corporate Finance group to support financial modeling, due diligence, and client presentations on M&A transactions. Associates join four-person deal teams and handle research, valuation, and marketing materials.

You will contribute to engagements, interact with clients and advisors, and gain exposure to senior bankers in a dynamic, entrepreneurial environment.

Qualifications

• Advanced knowledge of accounting and finance is required.
• Bachelor's degree or equivalent is required.

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 the team and mentor junior staff.

Skills

Advanced accounting and finance

Analytical/technical abilities

Strong qualitative abilities

Excellent verbal and written skills

Ability to work in fast-paced env

M&A execution

Education

Undergraduate degree

Tools

Excel

Word

PowerPoint

Job description

Business Unit:

Industry:

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.

Job Description

Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst.

As part of our team, you will:

• 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 members of the team, including the supervision and mentoring of junior staff members

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications

• Advanced knowledge of accounting and finance

• Undergraduate degree

• 3+ years of Investment Banking experience

• Strong analytical/technical and qualitative abilities

Preferred Qualifications

• Excellent verbal and written communication skills

• Strong financial and computer skills (Excel, Word and PowerPoint)

• Excellent verbal and written communication skills

• Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously

• Extensive operational financial modeling and valuation experience

• Hands-on M&A sell side experience

• Transaction experience in FinTech/FIG is a plus

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:

$175,000

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

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.