Investment Banking Associate | FinTech jobs in United States
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Houlihan Lokey · 7 hours ago

Investment Banking Associate | FinTech

Houlihan Lokey, Inc. is a global investment bank with expertise in various financial services. The Investment Banking Associate will be responsible for creating financial models, preparing client presentations, and performing analyses to support M&A transactions.

BankingFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Investment Banking experienceFinancial modelingValuation experienceAccounting knowledgeAnalytical abilitiesExcel proficiencyCommunication skillsPresentation skillsTeamworkProject management

Required

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

Preferred

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 FinTech/FIG is a plus

Benefits

Competitive total compensation package
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