Team Assistant

Business Unit:

Corporate Finance

Industry:

Technology

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

The Houlihan Lokey Corporate Finance business has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of clients. In addition, we have the proven ability to engineer and execute financing solutions that are essential for growth and success and offer access to financing in the public and alternative capital markets through the issuance of debt, equity, or hybrid securities. In EMEA, we work with a wide spectrum of companies, from mid-market privately owned enterprises to large multinational organizations. With a growing platform of Corporate Finance professionals and offices across the region, in addition to our global reach and in-depth knowledge across a broad range of industries, we have the breadth and targeted expertise to provide exceptional client service.

We are looking to add a Team Assistant to our Corporate Finance (Technology) team in Frankfurt.

Role Objective

The Team Assistant (TA) provides secretarial and administrative support to a team of financial staff. Working closely with other Assistants and the Admin Manager, the TA coordinates the needs of executives and financial staff, demonstrates sound judgment and responds proactively and appropriately. The role involves managing multiple priorities and supporting both long- and short-term assignments across the office.

Key duties include (but are not limited to): diary and travel management, expense processing, general administration, client database/CRM management, department supplies, absence cover for team members, and administrative/project support to the Admin Manager as directed:

Secretarial Support

• Manage diaries: arrange, reschedule and confirm appointments; keep executives updated of changes.

• Provide telephone support: handle calls, take accurate messages, liaise with clients and respond to queries.

• Draft, prepare and distribute documentation; create/manipulate Word, Excel and PowerPoint materials.

• Arrange meetings and conference calls using HL systems, ensuring accuracy and confidence across time zones.

• Review invoices for accuracy and assign cost/project codes.

• Liaise with US- and EMEA-based Assistants and support visiting executives.

• Maintain professional communication with internal teams, clients, prospects and corporate functions.

• Arrange internal/external meetings, lunches and dinners as requested.

Travel & Expenses

• Manage extensive and complex travel bookings via HL’s travel provider; prepare itineraries and ensure full compliance with HL Travel Policy.

• Handle visas, passport requirements, currency needs and reconciliations.

• Book taxis/cars as required.

• Prepare and submit expenses using HL’s online system, ensuring receipts and compliance with deadlines/policy.

• Collate expenses for client billing with the Accounts Team.

• Reconcile monthly corporate/personal credit cards within deadlines.

• Ensure travel refunds are processed by the travel provider.

CRM Data Management (SalesForce)

• Maintain and update SalesForce CRM (contacts, relationships, call reports, etc.); ensure data accuracy. Training will be provided.

• Support firm-wide CRM data hygiene (research and entering missing data).

• Support deal execution administration: NDAs, conflict checks, working group lists, SalesForce updates, and record maintenance/archiving.

• Register executives for approved conferences/seminars; track costs in SalesForce and liaise with Marketing as required.

Administrative / Project Work

• Maintain a structured filing system aligned to business needs.

• Track absence/holiday records; liaise with HR/Payroll as needed.