Financial Analyst - Capital Solutions, Secondary Solutions Pod - New York
About the role
The role is based in Houlihan Lokey's New York office and involves working alongside senior and mid-level investment banking professionals on live deals across a variety of transaction types, as well as pre-launch deal preparation and origination efforts.
Responsibilities
- Financial Modelling & Valuation: Build and maintain complex "bottom-up" three-statement and LBO models, fund-level waterfalls (GP/LP distributions), alongside performing detailed valuation analyses
- Deal Execution: Support all aspects of transaction execution from origination through to closing, including conducting due diligence on portfolio companies and GP managers
- Marketing Materials: Prepare high-quality client materials, including Confidential Information Memoranda (CIMs), management presentations, and pitch books for new business development
- Client Interaction: Engage directly with GP clients, assist in managing deal processes, and act as a point of contact in buyer discussions
- Market Analysis: Track and analyse trends in private equity and the secondaries market, including evolving deal structures
Qualifications & Requirements
- Relevant Experience: 1-3 years of experience in Investment Banking (M&A, Capital Markets and GP-led Advisory) or Private Capital investment roles
- Technical Skills: Strong financial acumen and proficiency in Excel and PowerPoint
- Analytical Ability: Excellent quantitative and analytical skills, with a high degree of accuracy and attention to detail
- Communication Skills: Strong written and verbal communication skills, with the ability to present ideas clearly and influence stakeholders
- Work Ethic: Ability to manage multiple workstreams simultaneously in a fast-paced environment while maintaining high standards
- Research Skills: Strong qualitative and quantitative research capabilities, with the ability to assess assumptions, limitations, and key drivers
- Team Orientation: Proven ability to collaborate effectively within a team and build relationships with internal and external stakeholders
- Drive & Motivation: A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment
Pay
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: $120,000-$130,000 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 and the location where this position may be filled.
Schedule
This role is full-time.
Benefits
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here.
Equal Opportunity Employer
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.