Associate, Transaction Advisory Services (FDD) - Boston, Chicago, Dallas, or New York
Houlihan Lokey 4.9
Houlihan Lokey job in New York, NY
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:
The open position is for an associate based in our New York, Dallas, Chicago, or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, financial services, and healthcare). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.
Responsibilities & Deliverables:
* Drive discussions with senior client executives and target management
* Manage team members (Analysts) on engagements
* Review target company financial information and other data to identify:
* Historical and projected financial and operating and commercial trends
* Quality of earnings
* Working capital and net debt considerations, and
* Potential liabilities and risks which impact valuation and negotiation of the target company
* Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
* Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management's budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
* Review financial models including database systems
* Develop professional network and relationships with firm, client and target professionals
* Review transaction agreements, customer and supplier contracts and develop valuation considerations
* Collaborate closely with corporate finance, valuation and financial restructuring colleagues
*
Basic Qualifications:
* Undergraduate degree from an accredited institution
* 3+ years of financial due diligence experience (or a combination with audit experience, which must include at least 2 years of financial due diligence), preferably with a Big 4 firm
* CPA
Preferred Qualifications:
* Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
* Demonstrated professional achievement and client service excellence
* Healthcare transaction advisory experience
* Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
* Strong analytical abilities
* Exceptional verbal and written communication skills
* Strong command of Microsoft Word, Excel, and PowerPoint
* Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
* Ability and desired willingness to travel
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.
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$95k-160k yearly Auto-Apply 60d+ ago
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2027 Investment Banking Summer Financial Analyst (Class of 2028) - New York
Houlihan Lokey 4.9
Houlihan Lokey job in New York, NY
Business Unit: Corporate Finance Industry: General 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.
NY Industry Coverage Groups
Business Services, Consumer, FinTech, Healthcare, Industrials, and Technology.
Through the NY Generalist process, candidates will indicate their top three industry group preferences and interview with financial professionals from those teams. Offers will then be made for a specific group within those stated preferences.
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.
$110k yearly Auto-Apply 53d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY job
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio.
Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.)
Organize client events to enhance client bonding.
Acquire new clients through converting referral leads.
Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures.
Ensure that KYC/AML and other compliance norms are strictly adhered to.
Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
5-8 years of experience
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction
Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
Insurance Group 1 required.
Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education
Bachelor's/University degree or equivalent experience
Benefits
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Primary Location: Brooklyn, New York, United States
Salary Range: $88,400.00 - $132,600.00
Anticipated Posting Close Date: Nov 26, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$88.4k-132.6k yearly 5d ago
Senior Wealth Relationship Lead
Citigroup Inc. 4.6
New York, NY job
A leading global bank is seeking a Sr. Analyst for Wealth Relationship Management in New York. The role involves building and deepening relationships with affluent clients, tailoring financial solutions to their needs. Candidates should have 5-8 years of experience, possess strong analytical and communication skills, and be familiar with financial planning software. Competitive salary and robust benefits package offered, including medical coverage and retirement plans.
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A leading financial services firm seeks an experienced Wealth Relationship Advisor to enhance client relationships and provide investment advice in Brooklyn, NY. Candidates should have a strong background in financial services with 5-8 years of experience, alongside essential licenses and a commitment to compliance. This full-time position offers a competitive salary of $70,000 and benefits including medical coverage, 401(k), and paid time off. Join a dynamic team focused on excellence in client service.
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$70k yearly 5d ago
Model Risk (Risk Management) : Job Level - Associate
Morgan Stanley 4.6
New York, NY job
Model Risk Management Morgan Stanley's Model Risk Management (MRM) department resides within FRM. MRM's Regulatory Risk Team has several responsibilities that help to manage the regulatory risk faced by the function (e.g., management of regulatory exams, meetings, requests, and findings). The scope is global with a focus on the US where regulatory agencies include the FRB, OCC, SEC, and NFA.
This position offers the candidate a unique opportunity to manage and influence MRM related regulatory activities with close interaction across numerous stakeholders within Business and Control functions.
Primary Responsibilities
* Manage process for regulatory exams/requests and supervisory meetings including preparation of regulatory reporting materials. This includes interacting with a large number of stakeholders across various functions and sometimes managing through multiple concurrent deliverables with sensitive timelines (48 hour turnaround time).
* Maintain and streamline reporting on regulatory trends, deliverables and statistics for MRM globally, including summarizing information and creating dashboards for senior management; report to a variety of committees, as needed.
* Manage process of review and challenge of issue remediation with MRM senior management. This includes handling large data sets and engaging with appropriate MRM stakeholders globally to prepare monthly materials. Experience
* Bachelor's degree required in Finance, Economics, Computer Science or other business or risk management related areas
* Excellent verbal and written communication skills and comfortable communicating with a wide range of stakeholders that have a technical mindset
* Strong attention to detail and ability to summarize information in easy digestible formats, as well as previous experience with Model Risk Management framework desired
* Ability to prioritize and manage multiple competing deliverables
* Pragmatic problem solver and forward thinker
* Advanced working knowledge of MS Office and related applications (Outlook, PowerPoint, Excel, Word, Teams)
* Knowledge of various regulatory guidance/requirements (SR 11-7, SS 1/23)
* Self-motivator and team player who brings a can-do approach
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 between $100,000 and $140,000 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
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).
A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package.
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$133k-190k yearly est. 2d ago
International Roadshow Coordinator
Jefferies 4.8
New York, NY job
Role:
Support in the day-to-day workflow of the 3 New York-based senior Corporate Access Managers. Key will be to proactively assist with follow on tasks/deliverables associated with corporate roadshows and expert events
Coordinate US roadshows, both in person and virtual, for European, Latin America and APAC listed corporates meeting with US and Canadian investors
Ownership of expert events and roadshow logistics end to end: meeting invites, ground transportation, hotel bookings, coordinating conference rooms, catering and managing any other ad hoc tasks
Collaborate and liaise with multiple teams, including but not limited to, the Research and Sales departments across multiple offices
Attend relevant conferences and assisting where needed (occasional travel may be required)
After hours support will be required, on occasion - to assist in the event of a missed flight, bad weather, or any last minute changes related to in progress roadshows or events. This is a team effort and not the responsibility of one person.
Update data and information in our Client Relationship Management system
Ownership of APAC and LATAM analyst marketing into the US
Qualifications:
Bachelor‘s degree
1-2 years of experience including heavy administrative support and/or travel coordination
Highly organized with strong communication, attention to detail and time management skills
Ability to work well and multi-task in a fast-paced environment
Enthusiastic, pro-active and a high care factor
Ability to work well under pressure while being adaptable and flexible
Prior experience working within an investment bank is a plus
Proficiency with MS Office suite; including Outlook and Excel
Works well with people at all levels
A plus but not required: fluency in Spanish, Portuguese, Mandarin, Japanese, or Korean
Primary Location Full Time Salary Range of $100,000 - $120,000.
$100k-120k yearly Auto-Apply 41d ago
Equity Research Associate - Biotechnology
Jefferies 4.8
New York, NY job
Responsibilities:
Conducting proprietary research evaluating drug pipelines by analyzing scientific literature, attending medical conferences, and speaking with key opinion leaders
Building and maintaining financial models
Writing research reports for initiations of coverage, analysis of data, and industry/company news
Conceiving and executing on differentiated project ideas
Interfacing with company management teams, internal sales and trading personnel, and institutional investors
Qualifications:
Advanced degree (PhD/MD) in life sciences preferred, though not required; a strong academic track record is essential.
Proficiency in written/verbal communication
1+ year's experience in biopharmaceuticals equity research
Experience building financial models using excel a required on-the-job skill; prior experience is a plus
Motivated, hard-working, team player
Primary Location Full Time Salary Range of $135,000 - $165,000.
$135k-165k yearly Auto-Apply 60d+ ago
Executive Assistant- Leveraged Finance
Jefferies 4.8
New York, NY job
Title: Executive Assistant
Department: IB Leveraged Finance
Reports to: Grace Russo
We are seeking a highly organized detail oriented Executive Assistant to provide support within our Investment Banking division. Looking for a proactive, resourceful candidate. Being able to manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day calendar, expenses and travel for Investment bankers.
Primary Responsibilities
JOB DESCRIPTION
Supporting Investment bankers from junior to senior level.
Manage complex calendars, prioritize meeting requests, and coordinate internal/external appointments across multiple time zones.
Arrange heavy domestic and international travel logistics, including flights hotels, and ground transportation.
Process expense reports using Concur.
Maintain and update executives CRM system with client information and meeting notes.
Hours are 9 am-5 pm
Required Background/Skills:
Minimum of 5 years of administrative experience, with at least 2 years supporting professionals in Investment Banking or Financial Services.
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint). Experience using Concur and CRM platforms is preferred.
Demonstrates a high level of integrity and professionalism.
Strong written and verbal skills.
Highly organized, with attention to detail and a proactive approach to problem-solving.
Salary Range of $85,000-$110,000
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$85k-110k yearly Auto-Apply 41d ago
Corporate Derivatives - Equities Solutions Trader
Morgan Stanley 4.6
New York, NY job
Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be.
The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets.
Traders on the team are responsible for:
Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients
Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests
Conducting research on stocks / companies in order to evaluate risks and make trading decisions
Daily risk management and hedging of the trading books, including close interaction with other traders and brokers
Driving forward new technology and infrastructure projects with IT and desk strategists
The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities.
The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly.
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.
Expected base pay rates will be between $200,000 and $250,000 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.
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).
$200k-250k yearly Auto-Apply 60d+ ago
Technology Support Analyst
William Blair 4.9
New York, NY job
The Technology Support Analyst will deliver high quality, effective technical support for the firm's desktop hardware and software systems, ensuring exceptional client service to end users. Administer and monitor technical support workflows through the help desk ticketing system. Assess and prioritize the end user inquiries and issues. Perform setup, maintenance, troubleshooting and repair activities for user hardware and software solutions. Assist end users with requests and issues to ensure the daily availability and proper operation of their devices and desktop software.
The employee in this role will be required to work in the NYC office 5 days a week.
This position requires flexibility in work hours, including the ability to work evenings and weekends up to six times per year. Candidates should be prepared to adjust their schedules to accommodate these occasional demands.
Responsibilities include but may not be limited to:
Deliver high quality, effective technical support for the firm's desktop hardware and software systems. Assess and prioritize the end user inquiries and issues. Ensure that requests are handled in accordance with service level agreements. Utilize established help desk workflow procedures and tools to provide prompt action, detailed communication and complete resolutions.
Identify, troubleshoot, analyze and resolve user technical issues. Apply fixes and document solutions. Document and report on issue status to Technology Client Support management. Escalate complex issues using established procedures.
Perform setup, maintenance and upgrades of user hardware and software solutions in conjunction with Technology Client Support team members and other system administrators.
Administer desktop security protocols according to IT Security procedures. Document and report security incidents to team management.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor's Degree in IT related field preferred.
2 - 5 years of experience in technical support or systems administration required; financial services industry experience preferred.
Strong problem resolution skills.
Strong time management and prioritization skills.
Ability to work effectively in a team environment.
Ability to collaborate across multiple functions.
Attention to detail and quality.
Technical knowledge and training in multiple key elements (data/voice communications, servers, networks, desktop) of the firm's computing environment.
Knowledge of core technology industry trends and best practices.
Strong written and verbal communication skills.
Physical Requirements: Lift and push objects (i.e. IT hardware); reach with hands and arms, bend, kneel (i.e. plug in cables), and perform other moderately strenuous activities; occasionally lift or push up to 40 lbs.
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$70k-106k yearly est. Auto-Apply 5d ago
Associate, Capital Solutions Directs Pod, New York
Houlihan Lokey 4.9
Houlihan Lokey job in New York, NY
Business Unit: Capital Solutions Industry: General 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.
Capital Solutions
Houlihan Lokey's Capital Solutions Group comprises more than 170 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has deep senior-level relationships across the capital markets and a long track record of raising capital across varying market conditions. With deep expertise in both private and public markets, we are committed to delivering innovative, value-enhancing solutions that support long-term success for our clients.
Houlihan Lokey's Directs Advisory Group partners with private equity sponsors and institutional investors to raise transaction-specific third-party capital. Directs is a fast-growing segment within Houlihan Lokey's Capital Solutions Group. We engage once a client has identified a specific deal and requires incremental capital to close, running fast-paced, competitive processes to secure the right long-term capital partners. Our work includes positioning the equity story to a diverse investor community, facilitating diligence, advising on optimal capital structures, negotiating transaction terms, and ultimately filling the syndicate. We raise bespoke solutions across the capital stack-including common equity, preferred equity, and structured solutions-across the majority of sectors and geographies.
Directs enables investors to deploy capital into specific companies with full underwriting, transparency, and control, rather than through blind-pool fund structures. Once a niche market, Directs global deal volume has tripled since 2019. Over the next decade, Directs is expected to represent up to half of all annual private equity capital raised. Houlihan Lokey is at the forefront of this evolution, with a rapidly growing team built to connect high-quality sponsors with the right long-term capital partners.
You Will:
* Work side-by-side with senior leadership to assist in evaluating, structuring, and executing single-asset transactions across a broad range of industries with unique capital needs.
* Help lead live capital-raising processes from start to finish, including coordinating investor outreach, participating in investor calls, and facilitating diligence.
* Enhance corporate finance, capital-raising, and diligence skills, while building a strong understanding of the equity and debt capital markets.
* Grow through direct mentorship in a collegial, entrepreneurial environment that rewards strong performance with substantial responsibility and senior-level exposure.
Qualifications:
* At least three years of experience in investment banking, capital markets, private equity, or a similar advisory or buy-side role, with a strong work ethic and ability to thrive in a fast-paced environment.
* Highly organized, proactive, and resourceful, with the ability to manage multiple workstreams independently while collaborating with a close-knit team.
* Deep understanding of accounting and corporate finance, with the ability to analyze businesses and evaluate risk/return profiles.
* Strong leadership skills, attention to detail, and commitment to accuracy.
* Excellent analytical, verbal, and written communication skills.
* Understanding of asset-level due diligence and basic transaction processes.
* Advanced proficiency in MS Office, particularly Excel and PowerPoint.
* Candidate must possess or be willing to obtain the SIE, Series 63, Series 7, and Series 79 licenses.
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-112682
$175k-225k yearly Auto-Apply 21d ago
FID, Strats, Release Manager - Vice President
Morgan Stanley 4.6
New York, NY job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading.
Primary Responsibilities:
We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London.
The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment.
Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this.
Qualifications
Essential:
* extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services
* extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management
* extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management
* extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow
* experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions
* experience of working in a globally distributed team
Desirable:
* some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines
* some experience with C++ development environment and multi-platform c++ builds in linux and windows
* familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache
* familiarity with standard code quality tools such as sonar, cpplint
* familiarity with package/dependency management tools such as conan, maven, artifactory
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 between $160,000 and $250,000 for Vice President at 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.
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).
$160k-250k yearly Auto-Apply 60d+ ago
Internal Audit Associate - Institutional Securities Group Technology
Morgan Stanley 4.6
New York, NY job
We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business.
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
Location: Baltimore, MD (4x per week in office)
What you'll do in the role:
* Help identify risk and impact to relevant coverage area to prioritize areas of focus
* Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment
* Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner
* Assist in managing multiple deliverables in line with team priorities
* Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers
What you'll bring to the role:
* Understanding of business line and key regulations relevant to coverage area
* Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring)
* Ability to identify and analyze multiple data sources to inform point of view
* Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly
* A commitment to practicing inclusive behaviors
* At least 4 years' relevant experience would generally be expected to find the skills required for this role
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 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 between $108,000 and $154,500 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.
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).
$108k-154.5k yearly Auto-Apply 20d ago
Business Solutions Group (BSG), Manager
Morgan Stanley 4.6
New York, NY job
The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion.
This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements.
Primary Responsibilities
As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting.
Key responsibilities will include but will not be limited to the following:
Executive Stakeholder Management
* Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology.
* Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities.
* Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling.
People Leadership & Team Development
* Serve as a role model for analytical rigor, strategic thinking, a "get it done" attitude, and professional conduct.
* Lead and mentor junior team members by providing coaching, feedback, and growth opportunities.
* Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability.
Change Execution & Implementation
* Oversee change management for high-impact transformation programs, ensuring successful adoption.
* Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures.
* Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment.
* Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes.
Operational & Financial Management
* Track engagement economics, staffing, budgets and performance metrics.
* Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards.
* Contribute to annual planning, portfolio management, and continuous improvement of team processes.
Skills Required:
* Proven ability to manage delivery/execution of a wide range of tasks and initiatives.
* Proven ability to manage multiple projects and priorities.
* Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders.
* Ability to lead and influence cross-functional teams where there is no direct reporting chain.
* Experience managing major organizational change programs, such as merger integrations or corporate restructure.
* Strong written and verbal communications skills.
* Ability to interact at all levels of the organization and tailor messages appropriately.
* Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management.
* Independent self-starter who can manage multiple activities to aggressive deadlines.
* Eagerness to learn the business and understand detailed technical requirements.
* Occasional travel may be required.
Qualifications:
* A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles.
* A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers.
* Proven ability to lead large, complex projects and deliver measurable business impact.
* Exceptional executive communication skills and comfort interacting with senior leadership.
* Demonstrated ability to lead, coach, and develop consulting teams.
* Experience building or scaling an internal consulting, strategy, PMO or transformation function.
* Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm.
* Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management.
* BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred.
The position will be based in New York City.
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 between $140,000 and $300,000 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.
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).
$140k-300k yearly Auto-Apply 29d ago
External Reporting Associate
Jefferies 4.8
New York, NY job
Reports to VP in External Reporting
Exposure to senior members of Jefferies, including the Chief Accounting Officer and the Global Controller, and will interact closely with the Jefferies Accounting Policy Group
Support the identification and implementation of opportunities to automate workflows and streamline financial statement disclosures
Interact with Product Control, Treasury and Risk functions to communicate disclosure requirements, review submissions and resolve discrepancies in a timely fashion
Prepare financial statements and footnote disclosures for certain standalone audited subsidiaries
Coordinate with external auditors for assigned reporting areas
Monitor financial reporting developments, including drafting of new disclosures as necessary
Research competitor filings to benchmark and further develop Jefferies external disclosures
Review XBRL tagging
Ensure compliance with SEC and GAAP reporting requirements and SOX controls
Other responsibilities and ad-hoc projects as assigned
Skills & Experience:
2+ years of relevant experience required
Bachelor's degree in accounting
Certified Public Accountant (CPA) preferred
Strong accounting and analytical skills
Strong written and verbal communication skills
Ability to work effectively with teams across the organization as well as act as an effective liaison with external subsidiaries
Strong Excel skills required (pivot tables, vlookups, etc.)
Workiva experience preferred
Primary Location New York Full Time Salary Range of $70,000-$95,000.
#LI-MB1
$70k-95k yearly Auto-Apply 41d ago
Investment Banking Vice President - Business Services
Jefferies Financial Group Inc. 4.8
New York, NY job
Group Description:
Jefferies Global Industrials Group provides a full suite of advisory and capital markets capabilities to clients across a number of sectors, including Automotive, Building Products, Business Services, Chemicals, Diversified Industrials, Electrical Equipment, Engineering & Construction, Industrial and Environmental Services, Machinery, Steel and Metals, Paper and Packaging, Aviation, Transportation and Logistics.
Position:
The Global Industrials Group is actively looking for an experienced Vice President for our New York office. As a Vice President in the Investment Banking team covering Business Services, you will lead transaction execution, manage client relationships, and provide strategic advisory across a diverse and dynamic set of service-based industries. These sub-verticals include both blue- and white-collar segments, such as HR & Professional Services, Business Process Outsourcing, Education Services, Commercial & Residential Services and Environmental, Infrastructure & Sustainability Services. The role will provide an opportunity to work across all investment banking products, including M&A Advisory, Debt Financings and Equity Financings.
Primary Responsibilities:
As a Vice President in the group you will rapidly assume significant responsibilities related to pitching for and executing advisory and capital markets transactions for clients across Business Services. These responsibilities will include the following:
Preparing and participating in the delivery of client presentations;
Compiling a variety of financial analyses such as valuation, pro forma, and three statement operational models;
Analyzing business plans and participating in due diligence sessions;
Drafting private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s;
Leading drafting sessions;
Preparing and managing the delivery of internal deal memos.
These responsibilities afford direct and active interaction with the senior executive management teams of our clients. VPs in the Global Industrials Group are expected to attend and participate in client meetings and contribute to building and maintaining client relationships. You will work on several projects simultaneously with teams of professionals, both from within the group and across the firm, including with product partners such as bankers in our Leveraged Finance, Equity Capital Markets, M&A and Restructuring teams. You will have significant exposure to Managing Directors throughout the firm as we collaborate to develop and execute solutions to meet client needs.
Minimum Requirements:
· Bachelor's degree from an accredited college or university AND 5+ years of Investment Banking experience in Business Services or a sector coverage group OR MBA degree (or equivalent graduate degree) from an accredited college or university AND 3-4 years of Investment Banking experience in Business Services or a sector coverage group
· Financial modeling coursework, training, or experience
· Live in New York or willing to relocate
Base Salary: $275,000
#LI-DNI
$275k yearly Auto-Apply 60d+ ago
VP, Angular Front-End Developer, IB Technology
Jefferies 4.8
New York, NY job
We are seeking an experienced Angular Developer to join our front-end engineering team within the investment banking and global markets divisions. This role will focus on designing, developing, and evolving large-scale Angular applications that power critical trading, analytics, and AI platforms.
You'll work closely with UI/UX designers, product owners, and back-end engineers to deliver modern, high-performance web applications using the latest versions of Angular, TypeScript, RxJS, and supporting tooling.
We're looking for a developer who combines technical excellence with creativity and curiosity-someone who loves exploring new technologies, challenging assumptions, and driving best practices in an enterprise-scale environment.
Key Responsibilities
Design and develop complex, modular Angular applications using best practices for performance, maintainability, and testability.
Collaborate with architects to define application structure, state management, and integration patterns.
Leverage RxJS, Signals, Apollo GraphQL, Angular CDK, and modern build tooling (Nx, Vite, ESBuild) for scalable front-end architectures.
Partner with UX teams to deliver clean, accessible, and intuitive interfaces for high-volume, data-rich applications.
Contribute to code reviews, architectural discussions, and technical design sessions.
Continuously evaluate and adopt modern Angular ecosystem enhancements, including new language features, build optimizations, and design patterns.
Mentor junior developers and help shape a culture of learning, innovation, and craftsmanship.
Champion improvements in tooling, CI/CD pipelines, and front-end development standards across the organization.
Required Qualifications
7+ years of professional experience developing web applications using Angular (v19+ preferred).
Strong proficiency in TypeScript, RxJS, HTML5, CSS3 (or Tailwind/SCSS).
Proven experience in large enterprise or financial systems development.
Understanding of component-driven design, module boundaries, and state management.
Familiarity with REST and GraphQL APIs, authentication flows (OAuth2/OIDC), and secure coding practices.
Experience with unit and integration testing frameworks (e.g., Jest, PlayWright).
Ability to work collaboratively in agile, cross-functional teams.
Primary Location Full Time Salary Range of $175,000 - $200,000.
Business Unit: Financial And Valuation Advisory Industry: Corporate Valuation 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.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Basic Qualifications
* A B.A./B.S./B.B.A. candidate-Finance or Accounting major with a graduation date between December 2027 and June 2028
* Coursework in accounting and finance
* A fundamental understanding of valuation theory, methodologies, and applications
Preferred Qualifications
* Strong analytical abilities and financial and computer skills (Excel in particular)
* A demonstrated ability to work cooperatively with all levels of staff
* Excellent verbal and written communication skills
Overview
The Corporate Valuation and Advisory Services ("CVAS") team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries.
Responsibilities
As a Summer Financial Analyst on the CVAS team, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm's marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
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:
$70,000.00-$115,000.00
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-115268