Financial Analyst - Capital Solutions, Secondary Solutions Pod - New York
At a glance
Mid-level FP&A role at Lateral. New York · full-time · $120,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build three-statement and LBO models, fund distribution waterfalls, and detailed valuation work for secondary transactions
- Help move deals from early origination to closing, including diligence on portfolio companies and GP managers
- Create client materials such as information memoranda, management presentations, and pitch books
- Speak with GP clients, help coordinate deal processes, and serve as a contact in discussions with buyers
- Follow private equity and secondaries activity, including changes in transaction structures
What you bring
- You have one to three years in investment banking or a private capital investing role
- You can use Excel and PowerPoint confidently and bring strong financial judgment
- You bring strong quantitative analysis, careful attention to accuracy, and clear written and spoken communication
Who this fits
This New York-based analyst role suits someone ready to work on live transactions with senior and mid-level banking colleagues. You’ll need to handle several workstreams in a demanding, fast-moving environment.
From the employer
Business Unit:
Capital SolutionsIndustry:
General

Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Capital Solutions
Houlihan Lokey’s Capital Solutions Group was named World’s Best and Europe’s Best for Capital Markets Advisory at the Euromoney Awards for Excellence 2026. The group comprises more than 235 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has raised ~$37bn across over 140 transactions in the last twelve months*and has a presence in 18 offices and 8 countries globally. With deep expertise in both private and public markets, we are committed to delivering innovative, value-enhancing solutions that support long-term success for our clients.

Houlihan Lokey’s Secondary Solutions Group provides strategic advice and execution services to private equity sponsors and institutional investors navigating the fast-growing market for private equity secondary transactions, which reached $225B+ in volume in 2025. The group specializes in both GP-led transactions - such as continuation vehicles, single- and multi-asset restructurings, and tender offers - as well as LP portfolio sales and fund interest transfers. Members of the Secondaries Solutions Group work with a wide variety of private equity sponsors and institutional investors - across both industry and strategy – and work in tandem with Houlihan Lokey’s industry coverage, M&A and financial restructuring teams.
Candidates will work alongside senior and mid-level investment banking professionals on live deals across a variety of transaction types, as well as pre-launch deal preparation and origination efforts. This role will be based in Houlihan Lokey’s New York office.
Key Responsibilities:
As an Analyst, you will be expected to demonstrate strength across the following areas:
- Financial Modelling & Valuation: Build and maintain complex "bottom-up" three-statement and LBO models, fund-level waterfalls (GP/LP distributions), alongside performing detailed valuation analyses
- Deal Execution: Support all aspects of transaction execution from origination through to closing, including conducting due diligence on portfolio companies and GP managers
- Marketing Materials: Prepare high-quality client materials, including Confidential Information Memoranda (CIMs), management presentations, and pitch books for new business development
- Client Interaction: Engage directly with GP clients, assist in managing deal processes, and act as a point of contact in buyer discussions
- Market Analysis: Track and analyse trends in private equity and the secondaries market, including evolving deal structures
Qualifications & Requirements:
The ideal candidate will possess:
- Relevant Experience: 1-3 years of experience in Investment Banking (M&A, Capital Markets and GP-led Advisory) or Private Capital investment roles
- Technical Skills: Strong financial acumen and proficiency in Excel and PowerPoint
- Analytical Ability: Excellent quantitative and analytical skills, with a high degree of accuracy and attention to detail
- Communication Skills: Strong written and verbal communication skills, with the ability to present ideas clearly and influence stakeholders
- Work Ethic: Ability to manage multiple workstreams simultaneously in a fast-paced environment while maintaining high standards
- Research Skills: Strong qualitative and quantitative research capabilities, with the ability to assess assumptions, limitations, and key drivers
- Team Orientation: Proven ability to collaborate effectively within a team and build relationships with internal and external stakeholders
- Drive & Motivation: A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment
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:

$120,000-$130,000


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:
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.