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Executive Assistant - Investment Banking Job at Baird in Milwaukee

Business Unit: Corporate Finance Industry: HC - Healthcare Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv.Corporate FinanceHoulihan 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 2023, we were ranked the No. 1 M&A advisor for all U.S. transactions.HealthcareThe Healthcare Group is seeking to complement its team of professionals with an experienced, motivated Associate who will be immediately additive to the group. The composition of transaction work will be approximately 80% sell-side M&A, 10% debt and equity financing, and 10% financial restructuring.Associates are primarily responsible for the creation and oversight of financial models, marketing collateral, and client presentations, in addition to performing research and various analyses in support of new business generation and the execution of M&A transactions. Associates are afforded meaningful responsibility and are generally members of four-person deal teams comprising a Managing Director, Vice President, Associate, and Financial Analyst.As part of our team, you will:• Prepare, analyze, and explain historical and projected financial information• Coordinate and perform business due diligence and execute M&A transactions• Prepare marketing materials, confidential information presentations, management presentations, and other presentations as needed• Perform valuation and ad hoc financial analyses• Assist in the marketing and execution of existing engagements• Build relationships and maintain direct contact with clients, prospective clients, and professional advisors• Communicate effectively with all members of the team, including the supervision and mentoring of junior staff membersThe environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Associates are given substantial responsibility and are encouraged to help us grow our business.Basic Qualifications• Advanced knowledge of accounting and finance• Undergraduate degree• 3+ years of Investment Banking experience• Strong analytical/technical and qualitative abilitiesPreferred Qualifications• Excellent verbal and written communication skills• Strong financial and computer skills (Excel, Word and PowerPoint)• Excellent public speaking and presentation skills• Ability to work in a fast-paced environment, managing multiple project deliverables simultaneously• Extensive operational financial modeling and valuation experience• Hands-on M&A experience• Transaction experience in Healthcare is a plusSalary RangeHoulihan 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:$175,000.00-$225,000.00Actual 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.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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What You Should Know About Executive Assistant - Investment Banking Job at Baird in Milwaukee, Baird

Are you ready to take your career to the next level as an Executive Assistant at Baird in beautiful Milwaukee? This is a unique opportunity in the fast-paced world of investment banking where you will play a key role in supporting a high-powered team within our Corporate Finance division. With a focus on the Healthcare sector, you will coordinate and execute M&A transactions, handle financial models, and help generate marketing materials and presentations that captivate clients. At Baird, we pride ourselves on our collaborative environment that encourages creativity and fresh ideas. As an Executive Assistant, you will closely work with a Managing Director, Vice President, and other professionals to drive the success of our transactions. Your responsibilities will include conducting business due diligence, drafting in-depth financial analyses, and managing client interactions while mentoring junior staff members. With a desire for excellence, you will thrive in a setting that values your advanced knowledge in finance and accounting, along with your strong analytical skills. We seek someone with at least three years of experience in investment banking, capable of managing multiple projects with finesse. If you have a passion for the healthcare industry and are excited about the opportunity to contribute to our storied success in M&A transactions, we invite you to join our Milwaukee team. Let's build the future together!

Frequently Asked Questions (FAQs) for Executive Assistant - Investment Banking Job at Baird in Milwaukee Role at Baird
What are the key responsibilities of an Executive Assistant at Baird in Milwaukee?

As an Executive Assistant at Baird in Milwaukee, you will take on crucial responsibilities such as preparing and analyzing financial information, coordinating business due diligence, and executing M&A transactions. You'll also be tasked with preparing marketing materials and presentations while fostering relationships with clients and advisors. Essentially, your role is central to supporting the Corporate Finance team to drive business success.

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What qualifications do I need to apply for the Executive Assistant position at Baird?

To apply for the Executive Assistant position at Baird, you should have a solid grounding in finance and accounting, backed by an undergraduate degree. Additionally, at least three years of investment banking experience is required. Strong analytical and technical skills, alongside excellent communication abilities, are vital for delivering in a fast-paced environment.

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How does teamwork play a role in the Executive Assistant position at Baird?

Teamwork is a cornerstone of the Executive Assistant role at Baird. You will collaborate with a talented four-person deal team, which includes a Managing Director, Vice President, Associate, and Financial Analyst. This collaborative environment not only fosters personal and professional growth but also ensures effective execution of complex transactions, making your contributions even more valuable.

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Can I grow my career as an Executive Assistant at Baird?

Absolutely! Baird prides itself on encouraging the growth of its team members. As an Executive Assistant, you'll receive substantial responsibility and the chance to lead initiatives. With successful performance, you can advance within the company, and your skills in financial modeling and client interaction will be integral to this process.

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What is the salary range for the Executive Assistant role at Baird?

The salary range for the Executive Assistant position at Baird is between $175,000 to $225,000, with actual compensation differing based on experience and qualifications. This competitive salary reflects Baird's commitment to offering exciting career opportunities along with a comprehensive compensation package.

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Common Interview Questions for Executive Assistant - Investment Banking Job at Baird in Milwaukee
Can you describe your experience in investment banking?

When answering this question, detail your relevant work history, focusing on your roles and accomplishments that align with the Executive Assistant position at Baird. Highlight specific transactions you've contributed to and any analytical work you performed, emphasizing teamwork and communication.

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How do you manage multiple priorities in a fast-paced environment?

It's essential to demonstrate your organizational skills. Discuss methods you employ to prioritize tasks, such as using project management tools or techniques like the Eisenhower Box. Sharing specific examples of situations where you effectively managed tight deadlines can illustrate your capability.

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What strategies do you use for effective communication with clients?

Highlight the importance of clarity, active listening, and adapting to different audiences. You might want to mention your experience in preparing presentations or communicating complex financial information simply, ensuring clients feel understood and valued.

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How do you handle constructive criticism?

Your answer should reflect your openness to feedback. Share how you view criticism as an opportunity for growth and provide an example of how you implemented feedback in your work, improving performance and outcomes.

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Describe a successful team project you were a part of.

Narrate a team project where your contributions directly impacted success. Discuss your role, how you collaborated with others, the challenges faced, and the final outcome. This showcases your ability to work well within teams, a crucial element of the Executive Assistant role.

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What financial modeling experience do you have?

Explain your hands-on experience with financial models. Mention the types of models you’ve developed (e.g., DCF, comparables), the software you used, and how these models supported decision-making in previous situations. This shows your technical prowess, which is important for the Executive Assistant position.

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How do you prepare for M&A transactions?

Detail your systematic approach to preparing for M&A transactions, including due diligence processes, financial analysis preparation, and collaboration with team members. Sharing your methods demonstrates your strategic thinking and thoroughness.

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What do you know about Baird and its culture?

Research is key here. Discuss Baird's reputation in investment banking, particularly its focus on client success and teamwork. Reflect on how these values align with your professional philosophy, positioning you as a strong cultural fit.

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What tools do you utilize for project management?

Mention specific software or techniques you use for project organization and tracking. Discuss how these tools enhance productivity and ensure deadlines are met, demonstrating your proactive approach to managing tasks.

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What excites you about the Executive Assistant position at Baird?

Share your enthusiasm for working within the investment banking sector, particularly in the healthcare space. Discuss your eagerness to contribute to significant transactions and your alignment with Baird's mission, reflecting your passion for the role.

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To provide the best financial advice and service to our clients and be the best place to work for our associates. Our Values Nothing means more to us than the success of those we serve. It is the source of our satisfaction with our work as well a...

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Full-time, on-site
DATE POSTED
November 30, 2024

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