Investment Banking Associate | Technology
At a glance
Junior Investment & Corporate Development role at Lateral. New York · full-time · $175,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Advise software and digital media clients alongside senior bankers, supporting mergers, acquisitions and capital raises
- Track economic and sector developments, then assess company financials and other investment characteristics
- Help create client marketing documents and presentations, and build relationships with current and prospective clients
- Guide junior colleagues through supervision and mentoring
What you bring
- Three to four years of investment banking work, ideally covering technology
- A strong academic record and studies in finance, accounting, business or economics
- Hands-on sell-side M&A experience, including deals you helped bring to completion
- Strong financial modeling skills, fluency with financial statements, and advanced Excel and PowerPoint ability
Who this fits
This associate role suits someone ready to work on technology M&A and capital raises while mentoring junior staff. The position is based in New York.
From the employer
Business Unit:
Corporate FinanceIndustry:
Technology

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.

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.

Job DescriptionTechnology Group
Our Technology Group is a global team and a recognized leader in providing high-quality, relationship-based advice, guiding clients through M&A and capital raise transactions.
The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success, and creativity and new ideas are encouraged.
Houlihan Lokey’s Technology Group is the No. 1 technology advisor globally based on number of transactions.
Job Description
As an Associate, you will:
Work with senior professionals covering Software and Digital Media clients
Learn about a range of end-markets: supply chain software, proptech, education technology, HCM software, semiconductors, sports tech, etc.
Support teams working on M&A as well as equity / debt capital raises
Research economic and industry-specific developments
Analyze financial statements and other investment attributes of publicly traded as well as private companies
Help prepare marketing materials and other presentations
Build relationships with clients and prospective clients
Supervise and mentor junior staff
Qualifications
The ideal candidate will have the following qualifications:
Strong academic track record, with a background in finance, accounting, business or economics
3-4 years of investment banking experience (technology coverage preferred)
Solid understanding of the entire sell-side M&A process, along with proven experience in successfully closing deals
Advanced financial modeling and analytical abilities, as well as a deep understanding of financial statements
Advanced knowledge of Excel and PowerPoint
Excellent verbal and written communication skills
A high degree of intellectual curiosity and a desire to never stop learning
Keen attention to detail and a high level of accuracy in work product
Ability to manage rapid timelines and proactively manage any potential conflicts
Ability to exercise sound judgment, make informed decisions, and act independently
Comfort presenting to and engaging with senior colleagues, clients, and counterparties
Commitment to the firm and our clients
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:

$175,000


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.