Investment Banking Vice President | Financial Services Group (Asset Management)

Business Unit

Corporate Finance

Industry

FIG - Financial Institutions

Overview

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

Houlihan Lokey is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.

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 2022, we were ranked the No. 1 M&A advisor for all U.S. transactions.

Scope

The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Houlihan Lokey’s Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.

We have extensive experience structuring a variety of minority and control transactions for private and public wealth and alternative asset managers, as well as one of the top practices for advising public permanent capital vehicles such as business development companies and mortgage real estate investment trusts in strategic transactions.

Responsibilities

Vice Presidents in the Financial Services Group support new business development and investment banking engagements, manage the execution of mainly mergers and acquisitions transactions, and assist with private capital markets and restricting transactions.

They also develop expertise and build relationships with clients. Key contributions and expectations for this role include:

• Mentoring and training interns, analysts and associates; and
• Building relationships and maintain direct contact with clients, prospective clients and professional advisors;
• Focusing mainly on the asset and wealth management industry;
• Leading a team of analysts and associates on various asset and wealth management related projects, including market and company financial analyses;
• Presenting pitches, analyses and presentations to clients such as founders, executives and boards of directors;
• Directly managing sellside and buyside M&A engagements, including the preparation of confidential information memoranda, management presentations, marketing pitches and other presentations;
• Overseeing the maintenance of marketing materials and trading and transaction comparables files;
• Helping lead intern and lateral analyst and associate recruiting;
• Learning and developing directly under a team of experienced, seasoned investment banking leaders within the Asset and Wealth Management team.

Basic Qualifications

• Strong analytical/quantitative and technical abilities
• 6+ years of relevant investment banking experience
• Advanced knowledge of accounting and finance
• An undergraduate degree, including an exemplary academic record, from an accredited institution

Preferred Qualifications

• Hands-on M&A experience
• Transaction experience in the Asset/Wealth Management industry
• Strong public speaking and presentation skills
• Extensive operational, financial modeling, and valuation experience
• Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
• Excellent verbal and written communication skills

Salary Range

Role

The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is

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.

$200,000.00-$250,000.00

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.

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.