Administrative Assistant

About the role

Business Unit: Financial And Valuation Advisory. Industry: Portfolio Valuation. 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 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. Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. The firm serves corporations, institutions, and governments worldwide with offices in the United States, 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.

Responsibilities

• Gains basic FVA accounting knowledge to track deal engagement’s outstanding amounts for supported team members in a timely manner.
• Travel management: Coordinates all aspects of travel and is proactive in managing travel while supported staff is out of the office.
• Expense management: Compiles expense reports in a timely manner ensuring that all appropriate receipts are attached, and submissions are in line with company policy.
• Event management: Organizes local dinner and smaller marketing events; researches venue options and assists with logistics for offsite events and conferences; arranges catering; may work with Marketing group to coordinate marketing pieces for events.
• Works with supported team, FVA Project Coordinator and service line Project Assistants to input client opportunities into firm’s client database and successfully converts to engagements.
• Assists with the management of existing engagements within firm’s client database application including revenue accruals, invoice status, deliverable tracking, and deal team assignments.
• Submits conflict checks.
• Manages calendars for multiple officers.
• Sets up and maintains various paper and electronic files, logs, directories, and manuals; makes copies of correspondence or other printed materials, as requested.
• Assists with ad‑hoc projects, as requested.
• Coordinates visitor office space in other HL offices for supported staff, as needed.
• Backs up other FVA Administrators as required.
• Assists with greeting clients, if requested.

Requirements

• Maintains a professional work environment at all times and complies with company’s dress code policy.
• Demonstrates prompt and consistent attendance and participates in and supports firm‑wide initiatives.
• Demonstrates team player qualities.
• Must be a self‑starter and problem solver who can identify challenges and offer solutions.
• Responds to requests for assistance from other business units and groups as required and offers assistance during down times.
• Attends and participates in administrative meetings.

Qualifications

• 5‑7 years of previous administration experience in a professional services or financial services/banking industry.
• Must have experience in supporting a team of officers.
• Takes initiative in assisting supported staff.
• Can effectively work autonomously and continuously focuses on process improvement.
• Excellent administrative and word processing skills.
• Must have excellent analytical skills.
• Applied intermediate knowledge of Salesforce, MS Teams, Outlook, Excel and Word (Windows).
• Client database experience.
• Multi‑tasks, prioritizes and manages the completion of projects in an efficient and timely manner.
• Must be able to exercise good business judgment when responding to the needs of clients, both internally and externally.
• Exhibits strong interpersonal skills, ability to work with all levels of staff members.
• Resourceful and possesses outstanding organizational skills.
• Excellent written and verbal communication skills.
• Must be detailed‑oriented.
• Must have a team mentality and be a team player.