2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations

About the Role

Houlihan Lokey’s Portfolio Valuation (PV) practice is a well-recognized and regarded leader in the alternative asset valuation community. The practice serves many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, and other asset managers, advising them on the valuations of illiquid debt, equity, and complex securities to meet investor and regulatory financial reporting requirements. The PV practice has earned multiple industry awards, including:

• HFM US Hedge Fund Services Award for “Best Valuations Firm for Hard to Value Assets” (2022, sixth win and fifth consecutive)
• HFM Europe Hedge Fund Services Award for the same category (2023, fourth consecutive win)
• HFM Asia Hedge Fund Services Award for “Best Valuation Firm” (third consecutive win)

The practice is known for its strong reputation with regulators, auditors, and investors, and rapidly mobilizes expert teams across a wide variety of asset classes and industries, leveraging the firm’s real-world transaction experience and market knowledge.

Responsibilities

• Support FVA portfolio valuation teams in valuing illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies for fair value reporting.
• Perform financial statement analysis and other quantitative and qualitative assessments.
• Review client investment memoranda, board presentations, debt and equity agreements, and financial models to understand the company or securities being analyzed.
• Compile statistical summaries of financial information, develop financial ratios, and present analyses in organized formats.
• Review and compile published financial information from public company filings, press releases, research reports, and Bloomberg data across industries.
• Identify relevant comparable public companies and M&A transactions using tools like S&P Capital IQ and Bloomberg.
• Construct and review valuation analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses using Houlihan Lokey proprietary models.
• Research and provide information on general economic conditions, industry trends, acquisitions, divestitures, and investment attributes of publicly traded and privately held securities.
• Participate in telephonic and in-person due diligence meetings, communicate with clients, and respond to auditor questions regarding valuation analyses.
• Design and draft client deliverables.
• Assist in preparing fee proposals, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
• Perform ad-hoc research, analytics, and support for FVA project teams.
• Coordinate with internal administrative teams to prepare engagement invoices, working paper files, and compliance/end-of-engagement procedures.
• Participate in discussions with in-house and outside legal counsel as required.
• Assist with marketing initiatives for prospective and existing clients.

Requirements

Applicants must be authorized to work for ANY employer in the U.S. The firm is unable to sponsor or take over sponsorship of an employment visa at this time.

• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors, with a graduation date between December 2026 and June 2027.
• Ability to start in July 2027.
• Strong analytical abilities.
• Excellent understanding of financial statements analysis, including key assumptions, implicit caveats, and limitations.
• Fundamental understanding of financial valuation theory, methodologies, and applications.
• Strong knowledge of Excel modeling, including integrated cash flow modeling.
• Excellent verbal and written communication skills.
• Demonstrated ability to work cooperatively with team members.
• Exceptional work ethic.

Pay

The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is $80,000 - $95,000. Actual salary at the time of hire may vary based on 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. The total compensation package may also include discretionary incentive compensation.

Benefits

Houlihan Lokey provides a competitive benefits package. Current benefits offerings can be found here.