1

Transaction Advisory Associate Jobs (NOW HIRING)

Director, Transaction Advisory Services

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Transaction Advisory Services practice sits at the center of how we serve the private equity ... Direct and review the work of Vice Presidents, Senior Associates, and Associates, ensuring ...

Showing results 41-60

Transaction Advisory Associate information

See salary details

$75K

$152.3K

$226.5K

How much do transaction advisory associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for transaction advisory associate in the United States is $152,336.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,000.00 and $177,000.00 per year, depending on experience, location, and employer.

What is a transaction advisory associate?

Transaction Advisory Associates are professionals who assist clients in evaluating and executing business transactions, such as mergers, acquisitions, and divestitures. They conduct financial due diligence, analyze financial statements, assess risks and opportunities, and provide recommendations to help clients make informed decisions. These associates work closely with senior advisors and clients to ensure the transaction process is smooth and value is maximized. Their work is critical in identifying potential issues and ensuring the financial health of a transaction.

What is the difference between Transaction Advisory Associate vs Financial Analyst?

AspectTransaction Advisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, CPA or CFA often preferredBachelor's degree in finance, accounting, or related field; CFA beneficial
Work EnvironmentConsulting firms, investment banks, or corporate finance teamsCorporations, investment firms, or financial services companies
Employer & Industry UsageUsed in M&A, due diligence, and transaction supportUsed in budgeting, forecasting, and financial analysis
Comparison IntentFocuses on transaction support and deal processesFocuses on financial data analysis and reporting

The Transaction Advisory Associate primarily supports mergers, acquisitions, and transaction processes, often working in consulting or investment banking environments. In contrast, a Financial Analyst concentrates on analyzing financial data, preparing reports, and supporting strategic decision-making within companies. While both roles require strong financial skills and similar credentials, their core functions and work settings differ significantly.

What types of projects does a transaction advisory associate work on, and how do they contribute to client engagements?

As a Transaction Advisory Associate, you can expect to be involved in projects such as financial due diligence for mergers and acquisitions, valuation analysis, and assisting clients with buy-side and sell-side transactions. Your role often includes analyzing financial statements, identifying key risks and opportunities, and preparing detailed reports for clients. You'll work closely with senior team members, clients, and other advisors (such as legal or tax professionals) to ensure all aspects of a transaction are thoroughly evaluated. This collaborative environment provides valuable exposure to complex deals and is an excellent foundation for career advancement within advisory or corporate finance.

What are the key skills and qualifications needed to thrive as a transaction advisory associate, and why are they important?

To thrive as a Transaction Advisory Associate, you need strong analytical skills, a solid understanding of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling, Excel, data analytics tools, and often a CPA or CFA certification are highly valued. Excellent communication, attention to detail, and the ability to work well under pressure are essential soft skills. These competencies ensure accurate due diligence, effective client communication, and successful deal execution in high-stakes transaction environments.
More about Transaction Advisory Associate jobs

What cities are hiring for Transaction Advisory Associate jobs?

Cities with the most Transaction Advisory Associate job openings:

What are the most commonly searched types of Transaction Advisory jobs?

The most popular types of Transaction Advisory jobs are:

What states have the most Transaction Advisory Associate jobs?

States with the most job openings for Transaction Advisory Associate jobs include:

Infographic showing various Transaction Advisory Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $152,336 per year, or $73.2 per hour.

Vice President, Transaction Advisory Services (FDD) - Multiple Locations

Houlihan Lokey Financial Advisors, Inc

Houston, TX โ€ข On-site

Full-time

Re-posted 10 days ago


Job description

Business Unit:

Financial And Valuation Advisory

Industry:

Transaction Advisory Services

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.

Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Job Purpose:

The open position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston office within the Transaction Advisory Services practice (including the following industries: technology, business services, industrials, and financial services). As a professional in the group, you will be teamed with a highly talented and dedicated group of M&A financial and tax due diligence professionals on an investment banking platform. Houlihan Lokey is the only investment bank that has a dedicated TAS practice which provides our team with greater industry insights and knowledge on current market dynamics as we partner and collaborate with the broader corporate finance and capital markets businesses. You will develop and extend your financial, business development, and interpersonal skills as you perform M&A financial due diligence related to the purchase and sale of private and public companies while greatly increasing your professional network.

Responsibilities & Deliverables:

  • Lead buy-side and sell-side transaction advisory engagements
  • Drive discussions with senior client executives and target management
  • Manage team members (Analysts and Associates) on engagements
  • Cultivate and deepen relationships with key clients in addition to assisting MD with strategic pitching and business development initiatives
  • Review target company financial information and other data to identify:
  • Historical and projected financial and operating and commercial trends
  • Quality of earnings
  • Working capital and net debt considerations, and
  • Potential liabilities and risks which impact valuation and negotiation of the target company
  • Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
  • Draft and review tailored transaction advisory reports specific to key issues such as normalized earnings, achievability of management's budget, operational insights, indebtedness considerations, and post-transaction working capital analysis
  • Review financial models including database systems
  • Develop professional network and relationships with firm, client and target professionals
  • Review transaction agreements, customer and supplier contracts and develop valuation considerations
  • Collaborate closely with corporate finance, valuation and financial restructuring colleagues

Basic Qualifications:

  • Undergraduate degree from an accredited institution
  • 6+ years of financial due diligence experience (or a combination with audit experience, which must include at least 4 years of financial due diligence), preferably with a Big 4 firm
  • CPA

Preferred Qualifications:

  • Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
  • Demonstrated professional achievement and client service excellence
  • Healthcare transaction advisory experience
  • Strong current knowledge of US Generally Accepted Accounting Principles including SEC reporting, purchase accounting and transaction related issues
  • Strong analytical abilities
  • Exceptional verbal and written communication skills
  • Strong command of Microsoft Word, Excel, and PowerPoint
  • Familiarity with Tableau, Alteryx and data analytics packages preferred (but not required)
  • Ability and desired willingness to travel

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:

$160,000 - $210,000

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, as well as the service line and 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.

#LI-113773