Investment Banking Analyst/Associate, Directs Advisory Group – Directs Advisory

Job Description

Financial Analyst – Capital Solutions, Directs Pod – New York | Houlihan Lokey

The Tone:
This is a full-time role at Houlihan Lokey, located in New York, NY. Houlihan Lokey is a leading global investment bank that delivers independent strategic and financial advice across various services, including capital solutions. The firm’s Capital Solutions Group provides clients with tailored financing alternatives and strategic financial advice through its global team of professionals. This position within the Directs Advisory Group is essential for executing fast-paced capital-raising processes that secure long-term capital partners for specific deals, contributing to a rapidly expanding market segment within private equity.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, New York, NY
• Pay: $120000–$130000 yearly
• Team: Directs Advisory Group within Capital Solutions Group
• Mission: Execute live capital-raising processes for single-asset transactions to secure long-term capital partners for private equity sponsors and institutional investors.
• Tech Stack: MS Office, Excel, PowerPoint

What You’ll Actually Do
• Evaluate: Assist senior leadership in evaluating, structuring, and executing single-asset transactions across diverse industries with unique capital needs.
• Execute: Lead live capital-raising processes from inception to completion, coordinating investor outreach, participating in investor calls, and facilitating diligence.
• Advise: Advise on optimal capital structures and negotiate transaction terms to fulfill syndicate requirements and secure appropriate long-term capital partners.
• Position: Effectively position the equity story of specific deals to a diverse investor community to attract suitable capital.
• Develop: Cultivate core corporate finance, capital-raising, and diligence skills while building a strong understanding of the equity and debt capital markets.

The Must-Haves
• Background: Others. Candidates should possess a strong foundation in accounting and corporate finance, along with an understanding of asset-level due diligence and basic transaction processes.
• Experience: At least one year in investment banking, capital markets, private equity, or a similar advisory or buy-side role, demonstrating the ability to analyze businesses, evaluate risk/return profiles, and manage multiple workstreams independently.
• Skills: Excellent analytical, verbal, and written communication skills, meticulous attention to detail, and advanced proficiency in MS Office (Excel and PowerPoint).
• Bonus: Willingness to obtain SIE, Series 63, Series 7, and Series 79 licenses.