Executive Assistant

Business Unit:

Financial And Valuation Advisory

Industry:

General

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

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, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 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.

Responsibilities:

• Coordinate conference calls/meetings and maintain calendars accordingly, screen telephone calls, takedetailed messages.
• Coordinate all travel arrangements. Be proactive in meeting travelers’ needs as schedules change.
• Intermediate to advanced knowledge and ability to complete word processing tasks (correspondence,reports, memos, proposals, charts, agreements, PowerPoint presentations, etc.)
• Data entry into Salesforce
• May plan and attend annual seminars and conferences, including pre-event planning, invite lists andresponses, event staffing.
• Draft, prepare and review documents on behalf of supported staff, as requested.
• Review, prepare & submit expense reports in a timely and accurate manner according to companypolicy.
• Seek ways to improve efficiency; identify challenges, provide ideas for solutions, and solicit assistance forresolution.
• Data Management- example: handle accruals, providing deliverables, invoicing, and entering/clearingconflict checks (integral to HL)
• Track progress and relevant information pertaining to engagements under the guidance of the officer(s).
• Conduct directed internet-based research and summarize findings in an organized manner
• Determine needs of the group and set up and maintain various office files, logs, listings, andmanuals.
• Prioritize and manage the completion of projects in an efficient and timely manner.
• Makes copies and scans of correspondence or other printed matter.
• Maintain a well-organized file system conducive to the needs of the business lines.
• Performs related duties as assigned.
• Generation of various reports / MIS on need basis
  
  

• Excellent administrative and word processing skills.
• Must be proactive and a self-starter.
• Applied advanced knowledge of Outlook, Word, PowerPoint and Excel, Access (Windows).
• Strong communication skills and eye for detail.
• Strong interpersonal skills, ability to work with all levels of staff members and varied workstyles.
• Excellent problem-solving skills. Must be able to find solutions with minimal direction.
• Possess outstanding organizational skills.
• Possess analytical ability to gather and summarize data for reports.
• Capable of utilizing discretion in managing confidential or sensitive information.
• Be a team player, dealing effectively with co-workers and internal clients at all levels.
• Must be detail oriented.
• Ability to work in a high paced environment that requires multi-tasking.
• 3-8 years similar progressive experience required.