Houlihan Lokey · 5 days ago
Sr. Executive Assistant
Houlihan Lokey, Inc. is a global investment bank specializing in mergers and acquisitions, capital solutions, and financial advisory. The Sr. Executive Assistant will support a senior executive by managing complex scheduling, travel coordination, and providing administrative support for high-level projects and confidential assignments.
BankingFinanceFinancial Services
Responsibilities
Overseeing project timeline, tracking project objectives, delegating tasks, communicating issues, identifying solutions, monitoring project financials (if applicable), tracking KPIs, providing ongoing updates to Group Head, and coordinating with project stakeholders as necessary
Provides administrative support to senior executive officers within industry group including but not limited to recurring monthly and business travel expenses, calendar management, and travel arrangements
Creates and monitors yearly industry group marketing budget based on previous fiscal year spend and predicted travel, conferences, and events
Maintains fiscal year backlog/revenue tracker for industry group via weekly calls with Corporate Financial team
Maintains U.S.-based industry group organizational chart, updating banker information as people join, leave, or are promoted throughout the year
Serves as administrative lead for industry group-wide events: manages pre-event planning, invites, RSVP tracking, registration, transportation logistics coordination, speaker coordination, presentation coordination, social event planning and coordination, etc
Ensures the integrity of the Firm’s Customer Relationship Management (CRM) database by assisting in industry group-wide data hygiene efforts
Identifies challenges with existing internal team processes, provides ideas for solutions, and independently implement resolutions in area of responsibility
Autonomously makes decisions that impact the results of co-workers, clients, and/or the company
Facilitates industry group-wide administrative training as needed; onboards new industry group admin to ensure compliance with group processes and expectations
Proactively and independently communicates with stakeholders and disseminates information on behalf of Group Head
Maintains advanced knowledge and ability to complete Word processing and data analysis tasks (correspondence, reports, memos, proposals, charts, presentations, etc.)
Maintains advanced knowledge of company policies and procedures and communicates updates and changes as necessary to ensure compliance
Qualification
Required
A minimum of 5-8 years of directly related experience in a senior administrative position, preferably in a financial or professional services industry
Intermediate to advanced knowledge of MS Suite (Outlook, Word, Excel, PowerPoint)
Preferred
Exceptional attention to detail and organizational skills
Routinely utilizes discretion in managing highly confidential and/or sensitive information
Expert at prioritizing and managing the completion of projects in an efficient and timely manner
Culturally competent and is able to serve as an exceptional role model and Ambassador for the Firm's initiatives
Exercises independent business judgment when responding to the needs of clients and stakeholders, both internally and externally
Possess impeccable oral and written communication skills (spelling, grammar, and punctuation)
Excellent analytical skills with the ability to work proactively and independently
Strong interpersonal and communication skills with ability to work with colleagues and clients
Company
Houlihan Lokey
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 CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Recent News
2026-01-14
Secondaries Investor
2025-12-18
2025-12-01
Company data provided by crunchbase