Financial Analyst, Fund Opinions - New York
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. To learn more about Houlihan Lokey, please visit HL.com. Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. 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 a Financial Analyst in the New York office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Fund Opinions practice. As a Financial Analyst, 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
- 1-3 years of investment banking, valuation or related experience
- Strong accounting, finance, financial modeling and analytical abilities
Nice To Haves
- 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
- Assist and support with the execution of business development initiatives
- Support relationships with current and prospective clients
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.
- Our current benefits offerings can be found here: 2026 Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
