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

About the role

Financial Analysts within Houlihan Lokey’s Portfolio Valuation & Advisory Services practice are fully integrated members of engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you broad exposure to many issues and concerns affecting businesses today. The role offers a unique opportunity to work on a wide variety of projects that provide exposure to financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures.

Responsibilities

• Support FVA portfolio valuation teams that provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting to investors.
• Perform financial statement analysis and other quantitative and qualitative assessments.
• Review client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed.
• Compile statistical summaries of companies’ financial information, develop and compute financial ratios, and present analyses in an organized manner and/or using standard formats and presentations.
• Review and compile published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors.
• Identify relevant comparable public companies and M&A transactions within parameters established by FVA project teams, using services such as S&P Capital IQ and Bloomberg, and knowledge of Standard Industrial Classification and other methods as appropriate.
• Construct and review valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
• Research and provide information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities.
• Participate in telephonic and in-person due diligence meetings/discussions, communicate with clients, and respond to auditor questions regarding valuation analyses prepared by Houlihan Lokey.
• Design and draft client deliverables.
• Assist in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
• Perform other ad-hoc research, analytics, and support for the FVA project teams as required.
• Coordinate with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close-out procedures.
• Participate in discussions with in-house and outside legal counsel as required.
• Assist with marketing initiatives for prospective and existing clients.

Qualifications

• Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.
• Bachelor’s degree in Finance, Accounting, Business, or Applied Economics.
• Strong analytical abilities.

Preferred Qualifications

• Excellent understanding of financial statement analysis with the ability to work through 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.
• Ability to work independently in a fast-paced environment.
• Exceptional work ethic.
• Big Four, independent valuation consultants, and/or transaction advisory services experience is a plus.

Pay

The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $75,000 – $120,000. 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.