Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations

Responsibilities

• Serving as a member of the Portfolio Valuation team, 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.
• Conducting financial statement analysis and other quantitative and qualitative assessments.
• Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to gain an understanding of the company or securities being analyzed.
• Compiling statistical summaries of companies' financial information, developing and computing financial ratios, and presenting analyses in an organized manner.
• Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based on information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate.
• Constructing and reviewing valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
• Researching and providing information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities.
• Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients, and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey.
• Designing and drafting client deliverables.
• Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
• Performing other ad-hoc research, analytics, and support for the FVA project teams as required.
• Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures.
• Participating in discussions with in-house and outside legal counsel as required.
• Assisting with marketing initiatives for prospective and existing clients.

Qualifications

• A minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.
• A Bachelor’s degree in Finance, Accounting, Business, or Applied Economics.
• Strong analytical abilities.
• An excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.
• A fundamental understanding of financial valuation theory, methodologies, and applications.
• A strong knowledge of Excel modeling, including integrated cash flow modeling.
• Excellent verbal and written communication skills.
• Demonstrated ability to work cooperatively with team members.
• Ability to work independently in a fast-paced environment.
• An exceptional work ethic.
• Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus.