Houlihan Lokey, Inc

Investment Banking Vice President | Mortgage & Specialty Finance

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

Qualifications

  • 5-8+ years in investment banking, corporate finance or related fields
  • Strong expertise in M&A execution and valuation
  • Advanced skills in financial modeling and accounting
  • Experience in mortgage finance or specialty finance preferred
  • Ability to manage multiple projects in a fast-paced setting
  • Excellent communication and leadership skills
  • Bachelor's degree required

Responsibilities

  • Lead execution of M&A and strategic advisory projects
  • Manage all phases of transaction processes
  • Develop and review financial models and valuation analyses
  • Engage in client meetings, negotiations and presentations
  • Mentor Analysts and Associates on live projects
  • Cultivate a collaborative and high-performance team culture
  • Assist in business development and marketing initiatives

Benefits

  • Comprehensive total compensation package
  • Access to discretionary incentive compensation
  • Exciting career growth opportunities
  • Competitive benefits package tailored to employees' needs
Full Job Description
Business Unit:
Corporate Finance
Industry:
Financial Institutions
Corporate Finance
Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.
We are seeking a Vice President to join our New York-based Mortgage & Specialty Finance Investment Banking team. This role offers significant responsibility leading M&A and strategic advisory engagements, direct exposure to senior bankers and clients, and the opportunity to work on a consistent pipeline of active transactions within a market-leading practice.

About the Team

Our Mortgage & Specialty Finance practice is one of the leading advisory franchises in the sector, advising mortgage originators, servicers, specialty finance companies, mortgage REITs, title insurers, mortgage services companies, and related financial services businesses on strategic transactions and capital markets initiatives.

As part of our broader Financial Services platform, professionals gain exposure to a high volume of complex and differentiated assignments requiring deep analytical, valuation, and transaction expertise.

Key Responsibilities
  • Lead day-to-day execution of M&A and strategic advisory engagements
  • Manage transaction processes from engagement through closing
  • Develop and review financial models, valuation analyses, and transaction materials
  • Participate in client meetings, negotiations, and management presentations
  • Manage and mentor Analysts and Associates on live transactions
  • Foster a collaborative, high-performance team environment
  • Support business development initiatives and marketing efforts


Qualifications
  • 5-8+ years of investment banking, corporate finance, transaction advisory, private equity, or related experience
  • Strong M&A execution experience and valuation expertise
  • Advanced financial modeling and accounting skills
  • Mortgage finance, specialty finance, or financial institutions experience preferred
  • Proven ability to manage multiple workstreams in a fast-paced environment
  • Strong communication, leadership, and project management skills
  • Bachelor's degree required

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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