Executive Assistant

Business Unit: Corporate Finance

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.

Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2025, LSEG ranked our firm the No. 1 investment bank for all global M&A transactions.

Scope: As an Executive Assistant, you will have delegated authority from the Head(s) of Corporate Finance (the “Head(s)”) to perform advanced administrative tasks on special projects and confidential assignments directly related to significant Company matters with minimal supervision. You will exercise considerable discretion and independent judgment in prioritizing and professionally managing the Head(s)’ external contacts. You will also independently plan, organize and schedule work based on necessary deadlines and priorities. The Executive Assistant role requires extensive knowledge of Company operations and organizational procedures. It may also require regular use of technical and business vocabulary.

Core Responsibilities:

• Provides administrative support to the Head(s) and their direct team in an efficient and timely manner. Stays informed of current projects, issues, and priorities across the line of business and takes on additional tasks as appropriate.
• Manages the following processes on behalf of Corporate Finance (“CF”) Management:
• Event Request process review and approval up to $1000
• Quarterly Business Review Process – including facilitating materials and complex scheduling with discretion over timing on behalf of the Head(s)
• Innovation Submission Committee Administration – including creation of a process for a new committee, drafting of communications, and furthering committee objectives
• Performance Review Process – including helping coordinate year-end review meetings, managing event logistics, and serving as on-site support for the year-end review meeting in Dallas
• Manages highly confidential, business sensitive information.
• Exercises independence, judgement, and discretion in meeting acceptance, creation, and overall scheduling on behalf of assigned executive(s).
• Coordinates travel, hotel accommodations, and meeting facilities. Researches, negotiates, and arranges off-site meetings, events, and dinners. Develops itineraries to ensure maximum efficiency and convenience for each trip. Keeps track of potential clients and other contacts to meet in each destination city and schedules meeting opportunities.
• Creates and submits expense reports for assigned executive(s) in a timely manner, adhering to the Company’s expense policies to ensure timely reimbursement. Proactively obtains missing receipts and reconciles credit card statements to ensure all expenses are submitted.
• Manages event planning and on-site event execution for Corporate Finance, including working with the Marketing Department to develop budgets, selecting venues, assisting with registration, coordinating with speakers, making menu selections (including special requirements), planning group activities, selecting and ordering event gifts, and other related tasks.
• Independently creates company-wide correspondences on behalf of assigned executive(s).
• Maintains a professional work environment, helping to create and foster a positive CF administrative culture.
• Assists with training and onboarding of new administrative assistants to ensure understanding of Company and departmental policies and procedures.
• Understands and upholds Company and departmental policies and procedures.
• Responds to requests for assistance from other business units, groups, and inte…