Operations Analyst - Capital Solutions

Business Unit: Capital Solutions

Industry: No Industry

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.

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.

Scope

The Capital Solutions team at Houlihan Lokey is seeking an experienced Operations Analyst who will have a global role supporting Capital Solutions Leadership, working directly with senior members of the CS practice, as well as the wider team and business. The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. The Operations Analyst is given substantial responsibility and works closely with senior members of the Capital Solutions Group, helping to drive reporting, analytics, and operational initiatives that support strategic decision making. This role provides broad exposure to the Capital Solutions platform and its leadership priorities, including business performance reporting, planning and resource management, and strategic initiatives led by the COO and Group Heads. The successful candidate will also be involved in day-to-day business administration as well as special projects such as the integration of acquisitions.

Responsibilities

• Produce weekly, monthly, and quarterly reports for senior management (including quarterly reviews, Board materials, etc.).
• Build and maintain reporting and dashboards to surface business trends and performance drivers.
• Develop ad hoc and recurring analyses to support strategic decision making, business planning, and prioritization.
• Support reporting related to CS staff management, including recruiting, headcount planning and capacity metrics.
• Ensure data integrity and accuracy in all reporting and analysis.
• Coordinate with stakeholders across regions and functions to gather inputs, resolve data issues, and deliver outputs on time.
• Support additional initiatives led by COO/Group Head surrounding broader team management and development.
• Manage and support business administrative processes for new business as well as revenue recognition.

Qualifications

The ideal candidate thinks strategically, is motivated, detail oriented, proactive, and possesses strong analytical skills. If you have the following qualifications and experience, we’d love to hear from you:

• Strong Bachelor’s degree or equivalent
• 2-4 years of relevant experience in business operations, analytics, reporting, finance, consulting, or a financial services environment
• Demonstrable experience producing leadership reporting and insights, including translating analysis into clear takeaways and recommendations
• Advanced Excel skills and strong PowerPoint skills, with the ability to produce leadership ready materials
• Familiarity with Sigma, Tableau, SQL, or similar analytical and visualization tools
• Experience working with CRM or enterprise data systems (Salesforce preferred) with strong attention to data quality and reporting controls
• Excellent verbal and written communication skills, with confidence engaging senior stakeholders
• Ability to work independently in a fast-paced environment, manage multiple priorities, and meet deadlines with strong organization and follow through
• An independent, solutions focused mindset, with a continuous improvement approach to processes and reporting
• An exceptional work ethic and a collaborative approach to working with colleagues across levels and geographies

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.