Houlihan Lokey jobs in Chicago, IL

Business Unit: Data Strategy Group Industry: No Industry Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Scope We're building the next-generation operating system for investment banking - a unified platform that powers client coverage, deal execution, and firmwide intelligence. As a Product Manager, you'll own core product areas that modernize how our bankers, analysts, and executives work. You'll collaborate across business lines to simplify workflows, strengthen data transparency, and accelerate digital transformation across the firm. Responsibilities * Translate business needs into impact: Define and prioritize product requirements across CRM, workflow automation, and analytics, delivering measurable value for banking teams. * Work hands-on with data and tools: Write SQL queries, explore insights in Snowflake, and leverage Honeycomb and related observability tools to validate hypotheses and troubleshoot. * Prototype with precision: Partner with Design in Figma to create wireframes and interactive prototypes that communicate vision and guide engineering builds. * Collaborate and deliver: Work closely with Engineering, Data, and Business partners to launch high-quality features, track adoption, and iterate based on performance metrics. Qualifications * 4-7 years of product management experience, ideally in fintech, financial services, or enterprise SaaS. * Strong analytical and technical skills, with hands-on experience in SQL and data-driven product decisions. * Proven ability to collaborate with designers and engineers to deliver intuitive, scalable solutions. * Excellent communication and stakeholder management - comfortable translating between business and technical audiences. * Bias for action, curiosity, and a commitment to high-impact delivery. Salary & Benefits This role offers a competitive total compensation range of $175,000 to $225,000, inclusive of base salary, annual performance bonus, and long-term incentive opportunities. Houlihan Lokey provides a comprehensive benefits program and supports a hybrid work environment designed to promote flexibility and collaboration. 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: $175,000.00-$225,000.00 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: 2025 Benefits 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. #LI-116252

A multinational financial institution is seeking a legal expert to provide regulatory advice and oversee corporate finance transactions. The ideal candidate will have extensive legal practice experience, particularly in commercial lending, and strong negotiation and communication skills. This role involves minimizing legal risks while achieving business objectives in a dynamic financial environment. #J-18808-Ljbffr

A leading financial services organization in Chicago is seeking a legal expert to provide comprehensive U.S. employment law advice. The role requires a degree in law and typically 7 years of experience in a legal context. Responsibilities include influencing senior leaders, managing complex issues, and acting as a subject matter expert. This position offers a competitive salary ranging from $132,600 to $247,000, along with a comprehensive benefits package. #J-18808-Ljbffr

Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. Lazard has advised on more than 500 restructurings over the past decade with total restructured liabilities over $2 trillion, including many of the largest and most complex. Unlike most other firms, our professionals combine their restructuring knowledge with expertise in restructuring, liability management, M&A, credit analysis, capital raising, industry insights and negotiation in distressed situations. We'll trust you to: * Develop and maintain complex financial models to evaluate transactions and other strategic decision making * Assist in the execution of M&A, capital raising, and other advisory transactions, including due diligence, document preparation, and coordination with clients and other stakeholders * Conduct comprehensive research on industries, companies, and market trends to support advisory services and inform strategic recommendations * Mentor and train junior analysts, providing guidance on financial modeling, research, and best practices in investment banking You'll need to have: * Enrollment in an MBA or JD program with an anticipated graduation of Spring 2026. * Strong financial modeling skills and quantitative background coupled with meticulous attention to detail * Excellent verbal/written communication skills with ability to manage a variety of transactions and projects simultaneously * Demonstrated leadership skills and be a team player with a strong motivation to contribute to a positive team culture * Ability to effectively lead Analysts and provide training and guidance * Top performance with comfort operating in a fast-paced environment that values initiative, creativity, maturity, and poise * Bachelor's degree required What we offer: We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary range for this role to be approximately $185,000. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, and relevant skills for the role. Base salary is one component of Lazard Financial Advisory's compensation package, which also includes comprehensive benefits and may include incentive compensation. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.

Assist Sr. Financial Advisor and team in various phases of private client financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing team. Responsibilities * Assist in managing team's ultra-high-net-worth wealth management relationships and accounts * Prepare timely and accurate performance reports and account analysis * Prepare accurate and insightful ad-hoc analyses on client accounts, market and investment data as needed * Analyze existing client and prospect investment data to prepare customized asset allocation proposals utilizing the Firm's software tools * Prepare various presentations and analyses to assist Advisors in obtaining expanding and retaining clients' business * Assist in facilitating client investment trades and portfolio modifications * Respond timely to inbound client requests for information and services such as transfers and settlement * Complete client onboarding documentation, KYC, compliance maintenance, and subscription packets for private investments * Take and execute on client trade instructions using firm OMS * Assist Advisor in prospecting and business development activities including outreach, tracking and list management * Qualifications: * Bachelor's degree in Finance, Economics, Math or a related field preferred * Skills in Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg * Minimum of 2 years of related work experience in financial services * Strong quantitative, analytical and problem-solving skills * Solid communication skills and "presence" to interact effectively with the team and clients * Ability to multi-task throughout day, pivot between tasks and re-sort priorities as appropriate * Series SIE/Series 7 and Series 66 or Series 63 and Series 65 Additional Differentiators: * Knowledge of portfolio aggregation and performance reporting software such as Addepar, Blackdiamond, Advent or similar a huge plus * Experience with Pershing NetX360 or similar custodial and client management systems a must * Advancement towards or intent to complete CFA, CAIA, CIMA, CPA designation highly desirable * Hands-on experience with account opening, asset/cash transfers, trade settlement, KYC and similarly functions * Basic knowledge of investments, markets, asset classes and portfolio construction and eagerness to grow Primary Location Full Time Salary Range of $75,000 - $95,000.

William Blair is seeking undergraduate students to participate in a 10-week internship program during the summer of 2026. The program is designed to promote technology careers among high performing individuals from underrepresented backgrounds in the technology space, including but not limited to women currently enrolled, or intending to enroll, in a technology related program. The summer program also includes training, community service, and social events. Responsibilities include but may not be limited to: Configure and Implement Infrastructure and security systems (network, server, cloud, security) Communicate issues to the Project Manager and implement issue resolutions where needed Develop process improvements leveraging enterprise apps and automation Monitor and investigate system and security alerts Provide recommendation to improve accuracy, security, and system utilization Collaborate with other teams to enhance and improve processes and documentation Qualifications: Full-time students currently pursuing a Bachelor's degree in Computer Science/Engineering with anticipated graduation between December 2026 and June 2029 Must be organized and have a high attention to detail Good communication, presentation, and critical thinking skills Ability to quickly learn new technologies Works well in team environments Good knowledge in Microsoft Word, Outlook, Excel, and PowerPoint

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR. Responsibilities Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements 1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1

The Morgan Stanley Wealth Management UX team builds digital experiences that help our clients manage their finances and monitor their investments easily on the Morgan Stanley and E*TRADE from Morgan Stanley platforms. Our growing team of designers and researchers bring an entrepreneurial spirit to a leading global financial firm. We employ design thinking methods and user-centered approaches to solve real business problems. If you can bring clarity to complexity, design holistically in an immense product ecosystem, and have gone the extra mile to create delight, we want you! We are seeking a Designer for our Design System Team who will help evolve and mature Campfire - our design system. In this role, you will collaborate with other designers on projects influencing nearly every creative output from component creation, application of design system, interaction design, and execution. You'll be asked to look beyond the day-to-day, balancing long-term thinking while working within existing constraints. Above all, you will use your expertise to advocate for web best practices of visual and interaction design. Reporting into a Design System Lead, you will collaborate extensively with Product Designers, Engineers and Product Owners. Once here you will… Continue to evolve and refine a design language that resonates with our clients Partner closely with UI/UX leadership to create design consistency and quality across the platform Foster continual design system education throughout the team Promote inclusive design; designing for equity and accessibility (ensuring WCAG 2.1 Level AA compliance) Form strong partnerships with engineering teams to create frictionless design system implementation Implement and maintain processes tools for UI/UX engineering team to utilize our design system Review in-flight designs with Product Designers for holistic application of a design solution Contribute to a culture of continual creative improvement and innovation, excellence and accountability Understand the underlying needs and motivation of our clients to ensure we achieve business goals and provide value to our clients Work closely with our research team to synthesize qualitative and quantitative data and make value-driven design decisions that translate into clear, simple UIs Design and deliver responsive/adaptive solutions that are optimized for web and mobile interfaces and partner with engineers to translate designs into successful products Work closely with the larger Wealth Management UI/UX team to share design best practices, align on patterns, and promote a design-centric culture at the firm Relevant experience and mindset… You have 2-5 years of experience as a UI Designer working in a cross-functional team You have an outstanding portfolio that demonstrates how you have created experiences that solved business and user needs Candidate required to submit portfolio with previous case studies; linked to resume You have a bachelor's degree in design or related field preferably, master's degree a plus You have a refined design aesthetic and can confidently communicate clear direction and provide timely and helpful feedback to keep work on schedule You have excellent skills in Figma You have a basic understanding of HTML/CSS You have an advanced understanding of web components, interaction design, visual design and industry trends You are fluent in responsive design, mobile/tablet UI You can establish deep relationships across the entire Design department You are a ‘self-starter' who is driven and seeks out opportunities You thrive in a collaborative, explorative environment and value being on a diverse team that you can bounce ideas off of, get critical feedback from, and unite with to mature design thinking within a large organization You practice active listening and contribute in group situations (i.e. brainstorms, audits, critiques, whiteboard sessions, etc.) You get excited by complex projects with high levels of ambiguity and are resilient in the face of obstacles You have a relentless desire to validate assumptions and uncover a problem's root cause by testing, learning, and iterating You constantly seek opportunities to evangelize and promote design thinking in a large organization Why work at Morgan Stanley? Besides a competitive salary, work life balance, a clear career path, and great benefits, we take the well-being and work satisfaction of our employees seriously. That's why we put a lot of effort towards creating a safe space for people to be vulnerable, share work, and ask questions that will help them both to grow individually and move their projects forward. You'll be encouraged to bring your own perspective to conversations, and we will help you understand and put into practice what you naturally do best by amplifying each other's strengths. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $80,000 and $115,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day-to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance. Responsibilities include but may not be limited to: Assist in the targeting and closing of new deal opportunities. Participate in selling/pitching William Blair's services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business. Drive day to day activities for presentation development. Suggest methods for positioning William Blair's advantages versus competitors. Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters. Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals. Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables. Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution. Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports. Offer creative and insightful resolution to issues or problems arising in execution and origination. Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency. Act as lead "on the job" trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team. Actively participate in recruiting and training activities. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications: Bachelor's Degree required MBA strongly preferred Prior investment banking experience required, preferably with relevant sector coverage; 4+ years experience, with 1 being at the Vice President, strongly preferred SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment Detail oriented with deep analytical abilities Superior mathematical, writing, verbal and computer skills Ability to adapt to new tasks with little notice Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Ability to lead transaction processes and pitch new business with moderate senior banker oversite Strong desire to win Sound judgement Remains calm and focused under pressure Demonstrates respect for individuals Expertise in accounting and finance Exhibits creativity and originality in approach to analysis and work product Commitment to satisfying internal and external customers Travel required: 20 to 40% Role can be located in any of the following offices: Boston, Charlotte, Chicago, or New York #LI-CG1

Morgan Stanley Investment Management ("MSIM") is a global investment manager with over 40 years of history delivering innovative investment solutions across public and private markets worldwide. We have $1.5Tn of AUM with professionals located across 24 countries, with a proven long term track record of success. Our investment teams bring significant expertise in structuring complex financial transactions and commitment to partnering with world class management teams. Morgan Stanley's extensive business relationships and global network of resources afford our private equity and credit teams as well as our portfolio companies' unparalleled access to leading corporations, executive talent, as well as competitive deal sourcing advantages. Morgan Stanley Private Credit ("MSPC") is the corporate credit-investing business within the Private Credit & Equity segment of Morgan Stanley Investment Management. MSPC manages investments on behalf of third-party institutional and high net worth investors across a number of funds and strategies. MSPC has pockets of capital focused on investing in privately negotiated senior secured debt, junior debt and mezzanine debt investments to middle market corporate issuers as well as select secondary market credit investment opportunities. Morgan Stanley Direct Lending ("MSDL") is a rapidly growing and the largest segment of Morgan Stanley Private Credit. The team closed its first transaction in the first quarter of 2020 has since grown to ~$20 billion of AUM and manages over 225 portfolio accounts. Almost all of the team's investing activities are focused on upper middle market private equity-controlled companies seeking club-executed unitranche financing. MSDL is looking for an Analyst or Associate to support the investment efforts of the credit investing platform. Responsibilities: * Work with senior and junior members of MSDL to conduct due diligence on new opportunities * Perform in-depth sector and company research and detailed financial modeling * Prepare credit investment memoranda * Assist with the negotiation of term sheets, commitment letters and credit documentation * Monitor portfolio company results as well assist with add-on financings and amendments * Bachelor's Degree * Strong academic record and job performance * Minimum of 2 years of relevant work experience, mix of Investment Banking and Private Credit experience preferred * Excellent PowerPoint, Word and Excel skills, including ability to independently create flowing, 3-statement financial projection models * Strong written and verbal presentation skills * Ability to work effectively on multiple projects in a fast-paced environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be $110,000 - $225,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Illinois- Salary range for the position: $110,000 - $225,000 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Application Deadline: 12/30/2025 Address: 615 Busse Highway Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. * Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. * As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. * Meets customer transaction-based needs with seamless execution. * Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. * Contributes to meeting branch business results and the customer experience. * Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits. * Analyzes issues and determines next steps; escalates as required. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. * Basic knowledge of specialized sales and business banking solutions to refer to specialists. * Passionate commitment to helping customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Basic specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Business Unit: Financial And Valuation Advisory Industry: Transaction Advisory Services Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Transaction Advisory Services Houlihan Lokey's Transaction Advisory Services (TAS) team assists private equity and corporate clients by providing cohesive diligence across financial, tax, data analytics, cybersecurity, and technical accounting. Leveraging data-based insights, strong technical knowledge and industry experience, the TAS team supports clients in M&A, strategic transformations and capital markets endeavors. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors. Job Purpose: Our Transaction Advisory Services, Accounting and Financial Reporting (TAS/AFR) practice is excitingly growing. We are looking for a new associate. Our AFR advisory team works closely with clients through their strategic dealmaking financial reporting requirements. Our specialists have deep knowledge of deals, sectors, and accounting matters that enables them to fully understand the challenges clients face, including: * Buyer/seller financial statements and disclosures * Sponsor-driven management reporting * Lender financial and covenant requirements * Regulatory compliance As an associate, you will: * Team with a highly talented and dedicated group of M&A and Advisory professionals, providing you broad exposure to different transactional and technical issues affecting businesses within the M&A and capital markets today. * Work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets. * Develop and extend your financial and interpersonal skills as you collaborate with management finance teams and sponsors to advance their accounting and financial reporting objectives resulting from transaction driven events. We team closely with our corporate finance and restructuring colleagues across all our industry platforms, on a variety of projects and accounts. Responsibilities & Deliverables: * Participate in buy-side, sell-side, restructuring and capital raising transaction advisory engagements * Draft and review analyses and findings for delivering unbiased advice to management for their records or inclusion in transaction advisory reports specific to key technical issues * Develop and review financial models * Research technical guidance and market practices around accounting and financial reporting issues * Review transaction agreements, customer and supplier contracts * Support discussions with senior client executives and management * Support diligence projects through fieldwork, management meetings and desktop reviews * Communicate potential external audit risks and considerations when applying technical accounting guidance and structuring * Extend industry skills and qualifications * Develop professional network and relationships with firm, client and target professionals * Collaborate closely with corporate finance, valuation and financial restructuring colleagues * Supervise team members through training, coaching and critical review Basic Qualifications: * Bachelor's degree in accounting from an accredited college/university * CPA certification is required * 4+ years of Transaction Services experience or 2+ years of external audit experience and at least 2 years of Transaction Services experience with a Big 4 or national firm Preferred Qualifications: * Experience providing accounting and financial reporting advisory services and other transaction-related services * Demonstrated understanding and application of capital markets and valuation concepts * Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues * Strong analytical abilities * Ability to handle multiple assignments simultaneously * Exceptional verbal and written communication skills * Strong command of Microsoft Excel, PowerPoint and common database systems * Experience with data analytics tools (Alteryx, Tableau, etc.) preferred 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: $95,000.00-$160,000.00 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, as well as the service line and location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits 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. #LI-113773

Private Wealth Management - Compliance Analyst/Coordinator William Blair and Company, L.L.C. is seeking a highly motivated Compliance Analyst/Coordinator with 1-3 years of experience to join our Compliance team. This role supports both our broker-dealer and registered investment adviser platforms, with a primary focus on Anti-Money Laundering (AML) compliance and related regulatory requirements. The analyst will play a key role in monitoring, testing, and enhancing the firm's compliance program within our Private Wealth Management business. The position offers an opportunity to gain broad exposure to compliance functions while building expertise in AML and financial crimes prevention. Regulatory & Compliance Support Support the execution of key requirements of existing Private Wealth Management compliance programs and AML Program. Assist with compliance testing, surveillance, and monitoring programs related to private wealth management activities. Review and track marketing and client communications for compliance with FINRA and SEC rules. Support regulatory filings, audits, and examinations by preparing data requests and assisting in responses AML & Financial Crimes Compliance Conduct client onboarding due diligence (CDD/KYC) reviews, including risk rating assessments, beneficial ownership verification, and sanctions/PEP screening. Perform ongoing monitoring of account activity to detect suspicious transactions or red flags. Review and investigate alerts generated by transaction monitoring systems; escalate findings as appropriate. Assist in the preparation and filing of Suspicious Activity Reports (SARs) and other regulatory reports (e.g., CTRs). Maintain and update AML records and documentation to ensure audit readiness. Other Provide guidance to front office and operations teams on AML requirements and firm procedures. Assist in the development and delivery of AML training materials for employees. Stay informed on regulatory changes and industry best practices; contribute to enhancing internal policies and procedures. Ensure advertisements, promotional content, and communications adhere to relevant regulatory guidelines. Collaborate with marketing teams to review and approve content before distribution to ensure regulatory and policy alignment. Participate in the development and execution of PWM focused compliance training programs to raise awareness of regulatory obligations. Continuously review and improve internal controls, policies, and procedures to ensure they meet evolving regulatory and operational requirements. Qualifications: Bachelor's degree in finance, business, economics, or related field. 1-3 years of compliance, AML, or financial crimes experience in a broker-dealer, registered investment adviser, private wealth management firm, or financial institution. Familiarity with the Bank Secrecy Act (BSA), USA PATRIOT Act, OFAC, FINRA, and SEC AML requirements. Strong analytical and problem-solving skills; ability to identify and escalate issues effectively. Excellent written and verbal communication skills. Desired Attributes: Strong Excel skills, including pivot tables and lookups, with an interest in developing more advanced analytics capabilities. Familiarity with PowerBI and other data visualization/reporting tools working with large data sets. Demonstrated ability to learn new systems and translate data into practical insights for decision-making. Detail-oriented with strong organizational skills and ability to manage multiple tasks. Ethical mindset and commitment to maintaining the highest standards of compliance and integrity. Collaborative team player who can work effectively across business lines. Curious and proactive, with a willingness to learn and take ownership of assignments. Ability to work independently in a fast-paced, dynamic environment. This role may require occasional travel for regulatory meetings, internal training sessions, or industry conferences. Flexibility in working hours may be required to manage urgent compliance matters. Other projects or responsibilities as may be requested from time to time Expected to work 3 days per week in our office at 150 N. Riverside in Chicago #LI-CH1 #LI-Hybrid

Business Unit: Information Technology Industry: No Industry Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Scope: As a ServiceNow Technical Lead, you will be a pivotal member of an empowered product team, jointly accountable for driving significant customer and business outcomes within the ServiceNow domain. Your expertise will ensure that solutions are technically sound, scalable, and of the highest quality. You will continuously push the boundaries of what's possible, leveraging your deep understanding of the ServiceNow platform's capabilities to innovate and deliver exceptional value. We seek a proactive leader and problem-solver with a strong product approach mentality, passionate about transforming complex challenges into seamless experiences. You will contribute a strategic vision, guiding the product's evolution and ensuring alignment with long-term goals. Your strong product approach mentality will ensure that you consistently prioritize user needs and business value, guiding development with a clear vision of the end-user experience. Ultimately, you'll be passionate about transforming intricate systems and processes into intuitive, efficient, and seamless experiences within the ServiceNow platform. Responsibilities: * Partner with the Product Manager and Product Designer to jointly own and be accountable for the team's defined business outcomes, not solely feature delivery. * Actively participate in ongoing customer contact and discovery activities, translating user problems and business opportunities into technical options and constraints. * Utilize deep ServiceNow expertise to identify the most feasible, performant, and scalable technical solutions, prioritizing out-of-the-box functionality over customization whenever possible. * Serve as the team's primary assessor for feasibility risk and a key contributor to viability risk, ensuring all proposed solutions can be built and maintained effectively. * Design and guide the implementation of complex solutions on the ServiceNow platform, ensuring alignment with architectural standards for performance, security, and scalability. * Lead the engineering team in applying best practices for ServiceNow development, including CI/CD pipelines, automated testing, version control, and platform maintenance. * Proactively manage technical debt, balancing rapid delivery with long-term sustainability, and prioritizing platform upgrades and health checks. * Remain hands-on with the platform, leading by example in complex development, code reviews, and providing subject matter expertise on integrations (e.g., APIs, third-party systems). * Coach and mentor product engineers on product-centric development, fostering a culture where engineers understand the 'why' behind their work and actively shape solutions. * Act as a technical obstacle remover for the team, resolving complex integration issues and managing technical dependencies with other platform teams. * Champion the organization's principles of Trust over Control and Learning over Failure by encouraging intelligent technical risk-taking, fast prototyping, and leveraging platform capabilities. Basic Qualifications: * 5+ years of hands-on experience as a developer or architect on the ServiceNow platform, with expert knowledge in at least one core domain (e.g., CSM, HRSD, ITSM, App Engine). * Proven experience working effectively within a product team structure, collaborating closely with a product manager and designer. * Experience working within an agile, cross-functional team * Demonstrated commitment to continuous discovery and outcomes over outputs, with a track record of designing solutions that yield measurable improvements in customer outcomes (e.g., task success rate, reduced support calls, increased engagement). Proficient in Agile, Scrum, or Kanban methodologies. * Current ServiceNow Certified System Administrator (CSA) and at least one relevant Application Specialist certification (e.g., Certified Application Developer, ITSM Professional). Preferred Qualifications: * Previous work experience in professional services or similar environment. * Proven experience designing end-to-end solutions on ServiceNow, including data model, security, integrations, and performance optimization. * Demonstrated ability to lead and mentor a team of engineers, driving quality through rigorous code review, comprehensive testing, and automated deployment practices. * Experience working in a enterprise environment or with highly scalable solutions. 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: $150,000.00-$180,000.00 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: 2025 Benefits 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. #LI-116252

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. Compensation and Benefits: $27.03 -$35.90 hourly rate Bonus potential up to 8.5% of base pay Compensation and bonus are commensurate with experience, performance and/or firm profitability You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

William Blair is seeking undergraduate students to participate in a 10-week internship program during the summer of 2026. The program is designed to promote technology careers among high performing individuals from underrepresented backgrounds in the technology space, including but not limited to women currently enrolled, or intending to enroll, in a technology related program. The summer program also includes training, community service, and social events. Responsibilities include but may not be limited to: Develop, test and implement software enhancements to existing and new systems Gather requirements and conduct analysis for application development and testing Work with development tools such as C# .NET, SQL, HTML, CSS, Javascript, Angular, Vue, SSIS, Active Batch, Azure DevOps Assist the team in conducting data and systems analysis and reporting using Microsoft PowerBI Apply coding standards; follows promotion, testing, and other department standards Communicate issues to the Project Manager and implement issue resolutions where needed Qualifications: Full-time students currently pursuing a Bachelor's degree in Computer Science/Engineering with anticipated graduation between December 2026 and June 2029 Must be organized and have a high attention to detail Excellent communication, presentation and critical thinking skills Ability to quickly learn new technologies Works well in team environments Strong knowledge in Microsoft Word, Outlook, Excel and PowerPoint

Business Unit: Corporate Finance Industry: Consumer Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. 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 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Consumer Houlihan Lokey's Consumer Group is the No. 1 Consumer M&A team in the U.S. (according to data from LSEG, formerly Refinitiv), guiding companies on their M&A, restructuring, and financial advisory matters, and assists in raising debt and equity capital. In 2024, Houlihan Lokey's global Consumer team completed 62 deals. The group has built a reputation as a trusted advisor to companies in the consumer industry, combining extensive market capabilities with in-depth industry knowledge to help maximize shareholder value for our clients. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications * Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 * Possess basic knowledge of and a keen interest in finance * Excellent verbal and written communication skills * Strong work ethic and leadership skills Preferred Qualifications * A fundamental understanding of valuation theory, methodologies, and applications * Strong analytical and computer skills (Excel) * Ability to work cooperatively with all levels of staff Application Requirement * To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 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: 2025 Benefits 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.

Business Unit: Data Strategy Group Industry: No Industry Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Scope The Banker Success Specialist is a trusted advisor to our bankers, responsible for building strong relationships while providing deep technical and product expertise. This role is a blend of strategic guidance and hands-on technical partnership, designed to ensure users / bankers achieve maximum value from HL OS. You will be the primary advocate for your assigned users, collaborating closely with Product, Engineering, and IT to drive adoption, retention, and growth. Responsibilities * Strategic Account Management: Design and own long-term strategic relationships with key users, deeply understanding their business goals to architect and execute success plans that drive significant value. * Technical Onboarding & Implementation: Structure, design, and lead the entire onboarding process, from initial implementation and configuration to training end-users, ensuring a seamless and highly successful deployment. * Product Expertise & Adoption: Act as a deep subject matter expert and thought leader on the platform's features, integrations, and best practices. Strategically analyze customer usage to provide proactive guidance that maximizes product adoption and value. * Proactive Engagement & Value Realization: Lead and own regular strategic business reviews, define and share best practices, and set future goals with users. Proactively anticipate, identify, and mitigate any risks to customer satisfaction and retention. * Customer Advocacy & Feedback: Champion the voice of the customer internally. Synthesize and translate complex customer feedback into strategic insights for the Product and Engineering teams to influence and shape the product roadmap. * Data Operations Support: Oversee and provide guidance on day to day support for the data operations team to clean and maintain company records, identifying opportunities for process improvement. Basic Qualifications * For Specialist: 2-5 years of industry experience, with a preference towards customer success roles. * A strong interest in operations, investment banking, accounting, or consulting experience is preferred. Preferred Qualifications * Strong financial and computer (Excel, Word, and PowerPoint) skills. * Demonstrated ability to work cooperatively with all levels of staff. * Strong analytical capabilities and excellent verbal and written communication skills. 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: $95,000.00-$125,000.00 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: 2025 Benefits 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. #LI-116252

Business Unit: Corporate Finance Industry: Healthcare Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. 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 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Healthcare Houlihan Lokey's Healthcare Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital raising, restructuring, and valuation. Our transaction quality and client work benefit from our company culture, where senior financial professionals are highly engaged in the execution of client projects, and from our experience as leaders in the market, which has given our professionals valuable exposure to a variety of situations and challenges. In 2024, our Healthcare Group was once again ranked as the No. 1 M&A advisor for global healthcare transactions under $1 billion by LSEG (formerly Refinitiv). Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications * Currently pursuing a bachelor's and/or master's degree with a graduation date between December 2026 and June 2027 * Possess basic knowledge of and a keen interest in finance * Excellent verbal and written communication skills * Strong work ethic and leadership skills Preferred Qualifications * A fundamental understanding of valuation theory, methodologies, and applications * Strong analytical and computer skills (Excel) * Ability to work cooperatively with all levels of staff Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 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: 2025 Benefits 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.