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Executive Assistant (Corporate Finance) in San Francisco – manage confidential admin tasks, events, and executive support.
Join an industry-leading investment bank with competitive pay $120k-$130k and comprehensive benefits.
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 d elegated 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 e xercise considerable discretion and independent judgment in prioritizing and professionally managing the Head(s) ’ external contacts . You will also i ndependently p lan, organize and schedule work based on necessary deadlines and priorities . The Executive Assistant role r equires extensive knowledge of C ompany operations and organizational procedures . It m ay 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 C orporate F inance ( “CF”) Management : Event Request process review and approval up to $1000 Quarterly B usiness R eview P rocess – including facilitating materials and complex scheduling with discretion over timing on behalf of the Head(s) Innovation Submission C ommittee A dministration – 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 serv ing 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 c reates company-wide correspondences on behalf of assigned executive (s). Maintain s a professional work environment , helping to create a nd 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. Under stands and u pholds Company and departmental policies and procedures . Respond s to requests for assistanc e from other business units, groups , and internal and external colleagues and proactively offers assistance when available .
Additional Responsibilities
Assures that the executive ( s ) ’ schedule s are aligned with identified priorities. Uses independent judgment in rearranging the executive ( s ) ’ schedule daily to ensure efficient use of time and manageable workload. Effectively c o ordinat es and collaborates with co lleagues , clients , and stakeholders at all levels to complete tasks and /or projects as needed . Perform s other related duties and special projects as assigned.
Qualifications
Exc eptional attention to detail and organizational skills. M inimum of five (5) years of experience in an advanced administrative positio n , pr eferably in the professional or financial services industry . Intermediate or advanced knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) . Demonstrates effective decision - making skills and can make decisions independently or with minimal direction . E xcellent analytical skill s with the ability to work proactively and independently. Strong interpersonal and communication skills with ability to work with colleagues and clients . Advanced written communication skills, with accurate spelling, grammar, and punctuation . Ability to communicate in a clear , precise , and professional manner in both written and verbal communications . Ability to exercise good business judgment when responding to the needs of clients and stakeholders , both internal and external . Ability to multitask, prioritize , and manage the completion of projects in an efficient and timely manner independently or with limited supervision.
Compensation and Benefits
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. #LI-117799