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 on the valuations of illiquid debt, equity, and complex securities to meet investor and regulatory financial reporting requirements. The team has a strong reputation with regulators, auditors, and investors, and rapidly mobilizes expertise across a wide variety of asset classes and industries, leveraging the firm’s real-world transaction experience and market knowledge.

Financial Analysts within the PV practice are fully integrated members of engagement teams, working with a dedicated, highly talented staff of professionals on a broad range of financial and valuation advisory challenges.

Responsibilities

• Support FVA portfolio valuation teams providing valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies for fair value reporting to investors.
• 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 companies’ financial information, develop and compute financial ratios, and present analyses in organized formats.
• Review and compile published financial information from public company filings, press releases, research analyst reports, and Bloomberg data across industries and sectors.
• Identify relevant comparable public companies and M&A transactions using S&P Capital IQ, Bloomberg, and other methods.
• 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-specific trends, acquisitions and 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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2026 and June 2027.
• Must be able to start in July 2027.
• Strong analytical abilities and 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.
• An exceptional work ethic.
• Must be authorized to work for ANY employer in the U.S. (Houlihan Lokey is unable to sponsor or take over sponsorship of an employment Visa at this time).

Benefits

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

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 qualifications, skills, experience, service line, and location. The total compensation package may also include discretionary incentive compensation.