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 specified parameters, utilizing information services like S&P Capital IQ and Bloomberg, along with knowledge of Standard Industrial Classification and other applicable methods.
• Constructing and reviewing valuation and 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 Portfolio Valuation 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.
• 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.

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: $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.

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