Lateral

Associate, Capital Solutions - Secondary Solutions Pod, New York

New York, NY, USA

Sponsorship not specified$175k-$200kDetected 20 days ago

ExcelValuationM&AResearchLeadershipCommunicationCollaborationMentoringPublic SpeakingFinancial Modeling

About the role

Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals.
To learn more about Houlihan Lokey, please visit HL.com.
Capital Solutions Houlihan Lokey's Capital Solutions Group comprises ~200 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice.

Drive capital-raising processes from origination through to closing, including coordination of investor outreach, engagement, and due diligence.
Financial Modelling & Valuation: Build and maintain complex bottom-up three-statement and LBO models, fund-level waterfalls (GP/LP distributions), and DCF analyses, alongside performing detailed valuation work on portfolio companies and fund interests.
Client & Investor Management: Manage key client and investor relationships. Engage directly with GP clients, assist in managing deal processes, and serve as a primary point of contact in investor discussions and buyer negotiations.
Marketing Materials: Develop and refine high-quality client materials, including Confidential Information Memoranda (CIMs), management presentations, and pitch books, ensuring a high standard of accuracy and clear strategic positioning.
Team Leadership: Mentor and develop junior team members, fostering a high-performance, inclusive team environment.
Drive & Motivation: A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment.

Minimum of 4+ years of experience in Investment Banking (M&A, Capital Markets, or GP-led Advisory) or Private Equity / Private Capital investment roles.
Strong financial modelling skills, including LBO, DCF, and continuation vehicle returns waterfall analysis, with advanced proficiency in Excel and PowerPoint.
Exceptional quantitative and analytical capabilities, with the ability to analyze business models and translate complex financial data into clear, compelling narratives.
The ideal candidate will possess:
Relevant Experience: Minimum of 4+ years of experience in Investment Banking (M&A, Capital Markets, or GP-led Advisory) or Private Equity / Private Capital investment roles.
Technical Expertise: Strong financial modelling skills, including LBO, DCF, and continuation vehicle returns waterfall analysis, with advanced proficiency in Excel and PowerPoint.
Strong academic credentials from an accredited institution required.

Outstanding verbal and written communication skills, with the ability to engage and influence a range of internal and external stakeholders.
Academic Background: Strong academic credentials from an accredited institution required.
Compensation and Benefits
The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $175,000-$200,000
Houlihan Lokey provides a competitive benefits package.
Our current benefits offerings can be found here:
2026 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-$200,000
Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled.
Compensation and Benefits

This listing is sourced directly from Lateral's careers page and normalized into a canonical job model.