Investment Associate Jobs
Investment Associate jobs are open across private equity, venture capital, asset management, and investment banking, from analyst-level to senior associate, with specializations in deal sourcing, portfolio management, and financial modeling. Find a role that fits from the openings below and apply directly.
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Showing 5 of 481+ Investment Associate jobs
Business Unit:
Corporate FinanceIndustry:
Business ServicesOverview
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.Business Services
Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.
Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2025, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG*
Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Currently an MBA candidate graduating in 2028
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$175,000 - $175,000
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.
Business Unit:
Corporate FinanceIndustry:
Business ServicesOverview
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.Business Services
Houlihan Lokey’s Business Services Group offers M&A advisory, capital raising, and corporate restructurings to public and private companies. We work with companies providing professional and technology-related services across a number of end markets and regularly collaborate with other Houlihan Lokey industry and product groups to bring the highest level of knowledge, services, and relationships to our clients.
Houlihan Lokey’s Business Services Group has earned a reputation for providing superior service and achieving outstanding results in M&A advisory, capital- raising, restructuring, and financial and valuation advisory services. Our team covers a broad array of sectors, with financial professionals dedicated to each of our primary coverage areas. Our senior-level relationships throughout the industry open doors to opportunities for our clients—whether they are seeking financing, a strategic partner, or a prospective buyer. In 2025, Houlihan Lokey was ranked the No. 1 investment bank for all global business services M&A transactions by LSEG*
Excludes accounting firms and brokers.
Job Description
In Corporate Finance, Summer Financial Associates may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today.
You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies.
The environment at Houlihan Lokey is collaborative and entrepreneurial, and rewards Summer Associates with substantial responsibility and interaction with senior-level professionals.
Qualifications
- Currently an MBA candidate graduating in 2028
- A foundational knowledge of and a keen interest in corporate finance
- Ability to work collaboratively and communicate effectively across all organizational levels
- Strong work ethic and proven leadership skills
Preferred Qualifications
- A fundamental understanding of valuation theory, methodologies, and applications
- Proficiency with Microsoft Excel and PowerPoint
- Adept at leveraging Generative AI tools to enhance productivity and streamline workflows
Application Requirement
- To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application. Candidates will have 5 calendar days to complete the assessment.
Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
Compensation and Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:$175,000 - $175,000
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.
Investment Associate Jobs by Experience Level
Top Cities Hiring Investment Associates
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Find Investment Associate JobsInvestment Associate Job Market
Who's Hiring
- JPMorganChase127
- Goldman Sachs17
- Piper Sandler14
- PGIM12
- RBC9
Top Industries Hiring
- Investment & Asset Management78
- Banking & Financial Services70
- Fintech50
- Insurance5
- Law & Legal Services3
What Employers Look For
The qualifications that appear most often in investment associate jobs.
- Bachelor's degree in finance, economics, or a related quantitative field
- Proficiency in financial modeling, including DCF, LBO, and comparable company analysis
- One to three years of experience in investment banking, private equity, or corporate finance
- Strong command of Excel and PowerPoint for deal analysis and presentations
- CFA candidacy or completion preferred by many asset management and equity research employers
- Demonstrated ability to source, evaluate, and present investment opportunities independently
Tips for Your Investment Associate Job Search
Tailor your resume to deal flow
Investment associate resumes get screened for specific transaction experience. List each deal by type, size, and your role in execution. Vague descriptions like 'supported deals' won't stand out the way 'led financial modeling for a $50M acquisition' will.
Match your pitch to the fund strategy
Before applying, identify whether the firm focuses on growth equity, buyouts, venture, or credit. Hiring teams at each type look for different instincts. Framing your experience around their strategy in your cover letter signals you understand how they deploy capital.
Apply early to roles that fit
Migrate Mate lists investment associate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Build a concise investment thesis sample
Many firms ask for a stock pitch or deal memo in first-round screens. Prepare a two-page write-up on a company or asset you'd invest in, covering valuation, thesis, and key risks. Having it ready means you can respond same-day when asked.
Prepare for technical screens before you apply
Investment associate interviews almost always include a live modeling test or LBO case. Practice building a three-statement model and a simple leveraged buyout from scratch under time pressure. Knowing the mechanics cold lets you focus on the analytical story during the interview.
Follow up after final rounds with conviction
If you reach a final-round panel and don't hear back within ten business days, send a brief note reaffirming your interest and referencing a specific discussion from the interview. It signals genuine enthusiasm and keeps you top of mind without being aggressive.
Investment Associate Jobs: Frequently Asked Questions
Which companies are hiring the most investment associates?
The companies hiring the most investment associates right now include JPMorganChase, Goldman Sachs, and Piper Sandler, with the largest share of openings in New York, California, and Texas, based on current listings on Migrate Mate as of November 2026. Hiring is distributed across private equity firms, venture capital funds, and large asset managers.
How many investment associate jobs are remote?
About 45% of investment associate openings are fully remote or hybrid as of November 2026, though most firms expect at least some in-office presence for deal team collaboration. Sub-areas like investor relations, research, and portfolio monitoring tend to offer the most scheduling flexibility compared to deal execution roles.
How do you become an investment associate?
Most investment associates start by completing a finance-related undergraduate degree, then build foundational experience in investment banking, corporate finance, or equity research. From there, firms typically hire associates who can model transactions independently, write investment memos, and engage directly with management teams. Earning CFA candidacy strengthens your profile at asset managers and research-focused shops.
Can you get hired as an investment associate with little or no experience?
Some firms, particularly venture capital funds and smaller private equity shops, hire candidates with strong academic records and internship experience rather than requiring full-time deal experience. The most effective way to bridge the gap is to complete a relevant internship, build an independent investment thesis sample, and network directly with associates already inside target firms.
What does the investment associate interview process look like?
The process typically begins with a resume screen or recruiter call, followed by a technical phone interview covering financial concepts and modeling basics. Finalists usually complete a take-home case study or live modeling test, then attend a series of panel interviews with senior team members. Some firms add a stock pitch or deal memo presentation as a final step before extending an offer.
Where can I find and apply to investment associate jobs?
You can find and apply to investment associate jobs on Migrate Mate, which lists current openings from employers across the United States. Find roles that match your experience and specialization, then apply directly to each listing without leaving the platform.
See All 481+ Investment Associate Jobs
Find roles that match your experience and apply in just a few clicks.
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