Investment Banking Vice President | Technology
At a glance
VP-level Investment & Corporate Development role at Lateral. New York · full-time · $250,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and review financial models, then interpret historical results and forecasts
- Run business diligence and help carry mergers and acquisitions from analysis through execution
- Develop pitches, confidential deal materials and presentations for clients and management teams
- Value businesses and complete additional financial analysis for pitches and live engagements
- Stay in contact with clients and advisors while guiding and developing junior colleagues
What you bring
- At least six years of relevant investment banking work
- An undergraduate degree from an accredited school, backed by an exemplary academic record
- Strong command of accounting and finance, with analytical, quantitative and technical skills
Who this fits
This vice president role suits an experienced investment banker who can oversee deal work, manage several deliverables at once and mentor 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.

Technology Group
Our Technology Group is a global team and recognized leader in providing high-quality, relationship-based advice to clients whose businesses offer data and analytics solutions. We have an extensive track record of working with both domestic and international clients and delivering creative, effective, and successful outcomes based on our deep understanding of our clients, their business models, and the markets in which they operate.
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. Associates are given substantial responsibility and are encouraged to help us grow our business. Associates work on transactions that provide exposure to various investment banking services, including M&A, private placements of debt and equity, refinancings, and leveraged buyouts.
Responsibilities
VPs are responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions.
As a VP, you will be expected to:
- Prepare, analyze, and explain historical and projected financial information
- Coordinate and perform business due diligence and execute M&A transactions
- Prepare marketing pitches, confidential information presentations, management presentations, and other presentations as needed
- Perform 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
Basic Qualifications:
- Advanced knowledge of accounting and finance
- 6+ years of relevant investment banking experience
- An undergraduate degree, including an exemplary academic record, from an accredited institution
- Strong analytical/quantitative and technical abilities
Preferred Qualifications:
- Experience with SaaS and software business models
- Experience with customer retention analyses
- Experience managing preparation of third party materials from accounting and consulting firms
- Prior deal experience with private equity clients
- Ability to work in a fast-paced environment managing multiple project deliverables simultaneously
- Extensive operational, financial modeling, and valuation experience
- Hands-on M&A experience
- Transaction experience in the Technology industry



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 - $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:
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.