Associate, Fund Opinions - Multiple Locations

Job Purpose

The Fund Opinions (FO) group works with financial sponsors across a range of transactions including Continuation Vehicles, cross-fund transactions and portfolio company mergers. The team reviews the client’s transaction, analyzes the applicable investment(s), and delivers fairness opinions and related valuation advisory services to assist its client’s transaction approval process and investor communications.

Responsibilities

• Analyze and explain historical and projected financial information
• Perform business and financial due diligence
• Conduct industry, competitor, and sub-sector research
• Perform complex valuation projects utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis
• Build complex financial models in Excel to assess cash flows of a company and/or value specific securities
• Prepare client/internal board review PowerPoint presentations supporting advice and opinions
• Proactively manage, mentor, and develop Analysts by providing ongoing coaching, technical guidance, performance feedback, and professional development support
• Absorb and support Officers with the execution of business development initiatives
• Absorb and support Officers with maintaining relationships with current and prospective clients

Qualifications

• An undergraduate degree in finance, accounting, economics or a related field
• 3-4 years of investment banking, valuation or related experience
• Strong accounting, finance, financial modeling, and analytical abilities

Preferred Qualifications

• Ability to lead projects and client meetings
• Experience supervising analysts on client engagements
• Strong qualitative and quantitative research skills
• Excellent oral and written communication skills
• Intellectual curiosity and a results-driven professional
• A very strong work ethic, organizational skills, and ability to multi-task in a deadline-driven environment
• Ability to work independently and a good team player

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: $150,000 - $170,000. 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.