Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide with offices in the United States, 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. Houlihan Lokey 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.

The ideal candidate is someone looking to match their passion for data quality with a role that provides flexibility and opportunities to grow in their technology career at a No. 1 ranked company. You’re innately detail-oriented and you strive to get things right – especially when it comes to data.

As a Data Analyst, you will support efforts to ensure the overall quality of data used in the company’s customer relationship management (CRM) system. You will conduct ongoing processes to ensure the cleanliness of CRM data used across the organization. This includes performing regular data cleansing activities (merging, purging, and deduping of existing and incoming CRM Data) as well as researching companies and contact information to ensure existing data is formatted accurately to meet business standards. You will work effectively with the CRM team to address data inconsistencies, and be a key contributor to developing solutions to enhance and improve data integrity, ensuring data standards are developed and maintained. You will also support the business and system re-engineering and architecture development to define future data needs.

Responsibilities

• Assist in the overall quality of Houlihan Lokey’s CRM data
• Proactively identify and correct data quality issues
• Use variety of tools including CRM Fusion Demand Tools
• Manage the process of inserting, merging, and updating records in CRM system (Salesforce)
• Create SQL queries and Salesforce reports to find and review Salesforce data issues for cleansing
• Review researched results for accuracy and update Salesforce appropriately
• Import new company and contact lists into Salesforce to standardize data and create related records to support new employee onboarding, ongoing maintenance, and marketing efforts
• Complete special data cleansing and integration projects
• Provide data metrics and health check of Salesforce
• Assist in the verification of data loading
• Deliver detail-oriented approach to data hygiene processes and recording of updates
• Identify areas of concern and present proposed solutions to management
• Projects and other duties as assigned

Basic Qualifications

• Understanding of data governance, data quality, and data hygiene processes
• Basic understanding of CRM applications and technology
• Proficient using MS Office suite (Excel skills required)
• Motivated, detail-oriented, and passionate about data
• Strong analytical skills with ability to analyze problems and devise viable solutions
• Ability to collaborate with colleagues and be a team-player
• Demonstrate initiative and ownership of tasks and projects
• Ability to work effectively both independently and in team environments
• Strong interpersonal and communication skills with a proven ability to communicate effectively and confidently at all levels
• BA/BS Computer Science / Business / MIS (or equivalent work experience to substitute for education)
• COVID vaccination required, subject to applicable state and federal law

Preferred Qualifications

• Experience with complex data structures and Relational Databases desired
• SQL skills, MS SQL preferred
• Salesforce or other CRM system experience a strong plus
• Previous experience with investment banking, management consulting, or other professional services industry a strong plus