Lateral

Lateral

Financial Analyst - Capital Solutions, Directs Pod - New York

New York, NY, USA

Sponsorship not specified$120k-$130kDetected 19 days ago
AccountingExcelValuationM&ALeadershipCommunicationMentoringOrganizational SkillsMicrosoft OfficeUnderwriting

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.

Responsibilities

  • Houlihan Lokey's Directs Advisory Group partners with private equity sponsors and institutional investors to raise transaction-specific third-party capital.
  • 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.
  • 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.

Requirements

  • At least one year 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.
  • Strong foundation in accounting and corporate finance, with the ability to analyze businesses and evaluate risk/return profiles.
  • Advanced proficiency in MS Office, particularly Excel and PowerPoint.
  • Highly organized, proactive, and resourceful, with the ability to manage multiple workstreams independently while collaborating with a close-knit team.
  • Excellent analytical, verbal, and written communication skills.
  • Understanding of asset-level due diligence and basic transaction processes.
  • Meticulous attention to detail and a strong commitment to accuracy.
  • 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: $120,000-$130,000
  • Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:
  • 2026 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.

Compensation

  • 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: $120,000-$130,000
  • 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.
  • Over the next decade, Directs is expected to represent up to half of all annual private equity capital raised.

Benefits

  • Directs is a fast-growing segment within Houlihan Lokey's Capital Solutions Group.
  • 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.
  • Develop core corporate finance, capital-raising, and diligence skills, while building a strong understanding of the equity and debt capital markets.

Company info

  • 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.

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