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Investment Banking Vice President | Mortgage & Specialty Finance
Lateral
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About this role
Business Unit: Corporate Finance Industry: Financial Institutions

 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.

 We are seeking a Vice President to join our New York-based Mortgage & Specialty Finance Investment Banking team. This role offers significant responsibility leading M&A and strategic advisory engagements, direct exposure to senior bankers and clients, and the opportunity to work on a consistent pipeline of active transactions within a market-leading practice.
About the Team Our Mortgage & Specialty Finance practice is one of the leading advisory franchises in the sector, advising mortgage originators, servicers, specialty finance companies, mortgage REITs, title insurers, mortgage services companies, and related financial services businesses on strategic transactions and capital markets initiatives.
As part of our broader Financial Services platform, professionals gain exposure to a high volume of complex and differentiated assignments requiring deep analytical, valuation, and transaction expertise.
Key Responsibilities • Lead day-to-day execution of M&A and strategic advisory engagements • Manage transaction processes from engagement through closing • Develop and review financial models, valuation analyses, and transaction materials • Participate in client meetings, negotiations, and management presentations • Manage and mentor Analysts and Associates on live transactions • Foster a collaborative, high-performance team environment • Support business development initiatives and marketing efforts
Qualifications • 5-8+ years of investment banking, corporate finance, transaction advisory, private equity, or related experience • Strong M&A execution experience and valuation expertise • Advanced financial modeling and accounting skills • Mortgage finance, specialty finance, or financial institutions experience preferred • Proven ability to manage multiple workstreams in a fast-paced environment • Strong communication, leadership, and project management skills • Bachelor's degree required


 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:

 $250,000 

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. 

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This posting doesn't disclose pay. Across 9,284 New York jobs with disclosed salaries on ForgeApply, the median is $163k.
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