Investment Banking Senior Analyst | FinTech
At a glance
Senior Investment & Corporate Development role at Lateral. New York · full-time · $110,000–$130,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Review company and industry financial information, then explain what the figures show
- Value businesses using established financial approaches
- Build offering documents, management decks, buyer lists and pitches for transaction marketing
- Help plan and market M&A, capital-raising and strategic advisory assignments
What you bring
- At least two years in investment banking and a track record of completing deals
- Prior study in accounting and finance, plus a grasp of sell-side M&A
- Strong LBO and DCF modeling ability and command of Excel
- You can assess financial statements, research rigorously and communicate clearly in English
Who this fits
This suits an experienced analyst who can handle valuation and modeling work while contributing to deal execution. The role is based in New York.
From the employer
Business Unit:
Corporate FinanceIndustry:
FinTech

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 Description
As a Senior Analyst, you will work on corporate finance engagements. The group's engagements principally include M&A, capital raising, and strategic advisory assignments. As a dedicated member of our transaction team, you will be responsible for supporting these assignments, with the following responsibilities:
Prepare, analyze and explain financial information of a given company and related companies within the respective industry;
Perform valuations of companies using traditional valuation methodologies;
Prepare confidential offering memorandums, management presentations, buyers lists, marketing pitches, and assist in the marketing and planning of engagements
Preferred Qualifications
2+ years of investment banking experience required
A solid understanding of the sell-side M&A process, along with proven experience in successfully closing deals
Fundamental understanding of financial valuation methodologies and applications
Prior coursework in accounting and finance required
Advanced financial modeling and analytical abilities; Strong LBO and DCF modeling skills
Strong qualitative and quantitative research skills
Understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
Excellent verbal and written communication skills in English are essential
Advanced knowledge of Excel
Independent thinker and resourceful problem solver
Strong work ethic, organizational skills, and ability to multitask
Motivated and demonstrated ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment
Ability to work independently in a fast-paced 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:

$110,000-130,000 USD


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.