Houlihan Lokey, Inc

Investment Banking Vice President | FinTech

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Advanced knowledge of accounting and finance required
  • Undergraduate degree necessary
  • Minimum of 6 years in Investment Banking
  • Strong analytical and qualitative skills essential
  • Preferred: extensive operational financial modeling and valuation experience
  • Preferred: M&A sell side experience is crucial
  • Preferred: transaction experience in FinTech/FIG is advantageous

Responsibilities

  • Manage the entire transaction process, serving as the 'quarterback' for deals
  • Develop and explain financial analyses, both historical and projected
  • Coordinate and perform business due diligence for M&A transactions
  • Prepare marketing pitches and various investor presentations
  • Oversee development of valuation and ad hoc financial analyses
  • Assist in marketing and executing ongoing engagements
  • Build and maintain relationships with clients and advisors
  • Supervise and mentor junior team members

Benefits

  • Competitive compensation package including discretionary incentive compensation
  • Supportive and collaborative work environment
  • Encouragement of creativity and innovative ideas
  • Substantial responsibility and opportunity to drive business growth
  • Opportunity to work on diverse projects with a focus on teamwork
Full Job Description
Business Unit:
Corporate Finance
Industry:
FinTech
Job Description

Vice Presidents are primarily responsible for managing all aspects of the M&A process, including supporting the development of process design, overseeing the development of marketing materials and analyses, and managing deal execution (including providing leadership and guidance to junior team members). In addition, you will be involved with new business generation, including supporting relationship maintenance with clients and developing and supporting the delivery of pitches to new business prospects.

As a Vice President for the FinTech practice, you will be expected to:
  • Manage all aspects of a transaction process and be the day to day "quarterback" for the deal
  • Manage the development of and explain historical and projected financial analyses
  • Coordinate and perform business due diligence and execute M&A transactions
  • Oversee the preparation of marketing pitches, confidential information presentations, management presentations, and other presentations as needed
  • Oversee the development of 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
  • Supervise and mentor junior staff members


The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm's success. At the same time, creativity and new ideas are encouraged. Vice Presidents are given substantial responsibility and are encouraged to help us grow our business.

Basic Qualifications
  • Advanced knowledge of accounting and finance
  • Undergraduate degree
  • 6+ years of Investment Banking experience
  • Strong analytical/technical and qualitative abilities


Preferred Qualifications
  • 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

Compensation and Benefits
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:
$250,000
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 and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

About Houlihan Lokey, Inc

Houlihan Lokey, Inc. is an American multinational independent investment bank and financial services company that is headquartered in Los Angeles, California. The company is a global investment bank that provides a wide range of advisory services, including mergers and acquisitions, capital markets, financial restructuring, and valuation. Houlihan Lokey has offices in the United States, Europe, Asia, and the Middle East, and serves a diverse range of clients, including corporations, financial sponsors, and government agencies. The company was founded in 1972 and has grown to become one of the largest independent investment banks in the world.
Learn more about Houlihan Lokey, Inc
Size
2,257 employees
Market Cap
$6 billion
Industry
Net Income
$272.4 million
Founded
1972
5 Year Trend
+21.1%
Revenue
$1.3 billion
NASDAQ

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