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

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 middle-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.

Role Objective:

The Personal Assistant (PA) is responsible for providing full secretarial and administrative support to a team of financial staff within a specific department.  

Under minimal supervision, the Personal Assistant (PA) performs various administrative and secretarial duties, and co-ordinates the needs of senior executives and financial staff as required.

This individual will also consistently demonstrate their ability to take action when necessary, respond appropriately, and is provided a company handset in order to be available outside normal working hours.

The PA establishes priorities and follows through with multiple tasks.  You will exercise frequent independent judgment, and work closely with other PAs on day-to-day activities, as well as the Office Administrator (OA) and Administrative Manager (AM) in order to facilitate a team support environment across the office.  The position involves a variety of assignments of both long and short term.  

Duties include but are not limited to:  diary and travel management, expense processing, general administrative support, client database management, department supplies, absence cover for team members and administrative/project work for the OA/AM as directed.

Responsibilities:

1.Secretarial Support

• Diary Management: Arranging, rescheduling and confirming appointments; keeping executives and their diaries updated of changes as required.
• Telephone Support: Receiving/making calls, taking accurate messages, liaising with clients. Picking up calls for other members of the team when necessary or dealing with where possible.
• Liaising with clients, responding to their requests in an appropriate manner.
• Draft, prepare and/or distribute documents on behalf of supported staff and others as requested; includes creating/manipulating Word, Excel, PowerPoint documents for executives.
• Arranging conference calls using dedicated HL conferencing systems, ensuring accuracy of contact names, pins, meeting numbers etc. Must be confident in working across time zones when coordinating calls.
• Review incoming invoices; check for accuracy and verify, including assigning relevant cost/project codes.
• Liaise with US-EMEA based Assistants where necessary and provide support to visiting executives when in the office.
• Constant liaison with internal management, financial staff, external clients and prospects.
• Arranging meetings/lunches/dinners, both internal and external, as requested.

2.Travel & Expenses

• Extensive and complex travel bookings, using corporate Travel provider. Produce itineraries as required. Ensure adherence to HL Travel Policy at all times.
• Process visa applications, passport needs, currency requirements and associated reconciliations.
• Book taxis and cars as necessary.
• Prepare and submit expense reports using HL online expense system, ensuring appropriate receipts are attached and all items accounted for, and that process is completed within policy and monthly accounting dea