Investment Banking Associate - MedTech

Houlihan Lokey; New York (NY); On-site; USD 175,000 - 200,000; Full time

Benefits offered by this job

Discretionary incentive compensation

Competitive benefits

Job summary

Houlihan Lokey, Inc. is seeking an Associate in Corporate Finance with a healthcare focus in New York. You will build and oversee financial models, develop marketing materials, and support M&A transactions from pitch to close.

The role emphasizes collaboration with a four-person deal team and direct client interaction. The ideal candidate has 3+ years of Investment Banking experience, strong accounting/finance knowledge, and excellent communication and presentation skills for fast-paced

Qualifications

• Advanced knowledge of accounting and finance.
• Strong analytical/technical and qualitative abilities.
• Undergraduate degree with 3+ years of Investment Banking experience.

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 and mentor junior staff.

Skills

Accounting & Finance

Analytical skills

Communication skills

Presentation skills

Education

Undergraduate degree

Tools

Excel

PowerPoint

Word

Job description

Business Unit: Corporate Finance Industry: Healthcare

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.

Medical Technology

The Houlihan Lokey Medical Technology team has been experiencing rapid growth and is looking for talented associates, who will be immediately additive to the group. The Medical Technology team focuses on medical products, medical contract manufacturing, broader outsourced medical services, life science tools and diagnostics.

While medical device experience is a plus, broader healthcare, business services or industrials M&A experience also would be suitable. The composition of transaction work will be approximately 90% sell‑side M&A, and 10% debt and equity financing.

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 engagementsBuild 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

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 public speaking and presentation 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 Healthcare 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-$200,000

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.