Main Responsibilities of an M&A Investment Banking Associate at Houlihan Lokey
David's main responsibilities as an M&A Investment Banking Associate at Houlihan Lokey center on "modeling, using a lot of Excel," creating presentations and pitch decks, and meticulous project management to ensure timely communication with various stakeholders. A significant aspect of the role also involves "client management," requiring David to confidently navigate communication with experienced individuals, guiding them toward shared objectives.
Modeling, Financial Analysis, Presentation Skills, Project Management, Client Communication
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
David Crosson
M&A Investment Banking Associate
Houlihan Lokey
Yale University
MBA from Kellogg School of Management at Northwestern University
Economics
Finance (Banking, Fintech, Investing)
Finance
None Applicable
Video Highlights
1. Modeling and Financial Analysis using Excel
2. Presentation and Pitch Deck Development using PowerPoint
3. Project and Client Management
Transcript
What are your main responsibilities within your current role?
The primary responsibilities can basically be boiled down to modeling. This involves using Excel extensively and developing presentation materials like pitch decks or simulations.
A significant part of this work utilizes PowerPoint for project management. This means building lists of tasks, determining who needs to be informed, when they need to be informed, and who needs to review what. It also involves setting up all necessary connections.
Finally, there's client management. This often entails being on the phone and running calls with individuals who have more experience than you. However, they are looking to you for guidance to keep all parties moving forward in a common direction.