Business Unit:
Financial and Valuation Advisory
Industry:
CORP - Corporate
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 all global M&A transactions, the No. 1 M&A advisor for the past seven consecutive years in the U.S., the No. 1 global restructuring advisor for the past eight consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.
Core Requirements
Maintains a professional work environment at all times and complies with company’s dress code policy. Demonstrates prompt and consistent attendance and participates in and supports firm wide initiatives. Demonstrates team player qualities. Must be a self-starter and problem solver who can identify challenges and offer solutions. Responds to requests for assistance from other business units and groups as required and offers assistance during down times. Attends and participates in administrative meetings.
Job Description
With little or no supervision, performs advanced administrative and confidential assignments in an efficient and timely manner. Exercises considerable discretion and independent judgment and handle outside contacts with finesse and diplomacy. Requires quick learner who will become proficient with HL programs and processes, company operations and organizational procedures. May require regular use of technical and business vocabulary. Reports to the Office Manager and supports investment banking officers and team.
Responsibilities Include
- Manages calendars for multiple officers.
- Acts as supported team’s gatekeeper in managing phone calls including screening of telephone calls, message taking and coordinating conference calls.
- Assists with greeting clients, if requested.
- Travel management: Coordinates all aspects of travel and is proactive in managing travel while supported staff is out of the office.
- Expense management: Compiles expense reports in a timely manner ensuring that all appropriate receipts are attached and submissions are in line with company policy.
- Event management: Organizes local dinner and smaller marketing events. Researches venue options and assists with logistics for offsite events and conferences; arranges catering; may work with Marketing group to coordinate marketing pieces for events.
- Works with supported team, FVA Project Coordinator and service line Project Assistants to input client opportunities into firm’s client database and successfully converts to engagements.
- Assists with the management of existing engagements within firm’s client database application including revenue accruals, invoice status, deliverable tracking, and deal team assignments.
- Submits conflict checks.
- Gains basic FVA accounting knowledge to track deal engagement’s outstanding amounts for supported team members in a timely manner.
- Sets up and maintains various paper and electronic files, logs, directories, and manuals. Makes copies of correspondence or other printed materials, as requested.
- Assists with ad-hoc projects, as requested.
- Coordinates visitor office space in other HL offices for supported staff, as needed.
- Backs up other FVA Administrators as required.
Qualifications
- 5-7 years of previous administration experience in a professional services or financial services/banking industry.
- Must have experience in supporting a team of officers.
- Takes initiative in assisting supported staff.
- Can effectively work autonomously and continuously focuses on process improvement.
- Excellent administrative and word processing skills.
- Must have excellent analytical skills.
- Applied intermediate knowledge of Salesforce, MS Teams, Outlook, Excel and Word (Windows).
- Client database experience.
- Multi-tasks, prioritizes and manages the completion of projects in an efficient and timely manner.
- Must be able to exercise good business judgment when responding to the needs of clients, both internally and externally.
- Exhibits strong interpersonal skills, ability to work with all levels of staff members.
- Resourceful and possesses outstanding organizational skills.
- Excellent written and verbal communication skills.
- Must be detailed-oriented.
- Must have a team mentality and be a team player.
Salary Range
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. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$36.00-$48.00
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, as well as the service line and 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.
