Investment Banking Associate | Technology (Software) jobs in United States
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Houlihan Lokey · 1 week ago

Investment Banking Associate | Technology (Software)

Houlihan Lokey, Inc. is a global investment bank specializing in mergers and acquisitions, capital solutions, and financial advisory. The Investment Banking Associate in the Technology Group will prepare and analyze financial information, create financial models, and coordinate due diligence while building relationships with clients and mentoring junior staff.

BankingFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Prepare, analyse, and help explain historical and projected financial information
Create financial models
Coordinate and perform business due diligence
Prepare confidential information memoranda, management presentations, and marketing pitches
Value companies and businesses
Lead the planning and execution of marketing engagements
Build relationships and maintain direct contact with clients and prospective clients, professional advisors, and other stakeholders
Supervise and mentor junior staff

Qualification

Investment banking experienceFinancial modelingM&A process understandingFinancial valuation methodologiesExcel proficiencyVerbal communicationWritten communicationOrganizational skillsProblem-solvingTeamwork

Required

You will have a strong academic track record
3-4 years of investment banking experience within either an M&A generalist or industry team
A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals
Fundamental understanding of financial valuation methodologies and applications
Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills
Strong qualitative and quantitative research skills
Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
Excellent verbal and written communication skills in English are essential
Advanced knowledge of Excel
Independent thinker and resourceful problem solver
Strong work ethic, organizational skills, and ability to multitask
Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment
Ability to work independently in a fast-paced environment

Benefits

Discretionary incentive compensation
Competitive benefits package

Company

Houlihan Lokey

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Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.

H1B Sponsorship

Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)

Funding

Current Stage
Public Company
Total Funding
unknown
2015-08-12IPO
2005-10-31Acquired

Leadership Team

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Austin Smith
Senior Vice President
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Miguel Mireles
Vice President Investment Banking
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Company data provided by crunchbase