Associate, Fund Opinions - Multiple Locations

Houlihan Lokey•Chicago, NY

9d•Hybrid

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. Our dedicated 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, analyses the applicable investment(s) and delivers fairness opinions and related valuation advisory services to assist its client’s transaction approval process and investor communications. The group’s clients include leading private equity, credit, venture capital, infrastructure and hedge funds. The open position is for an Associate in the New York or Chicago office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Fund Opinions practice. As an Associate, you will join a team that focuses on complex analytics, financial models and valuation across a wide range of industries and asset classes. The group frequently partners with other internal teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other advisory services to our clients.

Requirements

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

Nice To Haves

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

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
Assist and support officers with the execution of business development initiatives
Support officers with maintaining relationships with current and prospective clients