2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Locations

Houlihan Lokey•Atlanta, GA

22d

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank that provides independent strategic and financial advice to corporations, financial sponsors, and governments. The firm specializes in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey's Financial and Valuation Advisory practice is one of the largest worldwide, with expertise in transaction opinions, fund opinions, transaction advisory services, corporate valuation advisory services, portfolio valuation, real estate valuation and advisory services, and dispute resolution consulting. The Portfolio Valuation (PV) practice is particularly recognized in the alternative asset valuation community, advising hedge funds, private equity funds, and direct lending funds on the valuation of illiquid debt, equity, and complex securities for investor and regulatory financial reporting. Financial Analysts in the PV practice are integrated into engagement teams, gaining broad exposure to business issues and concerns.

Requirements

Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2026 and June 2027
Must be able to start July 2027
Strong analytical abilities.
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.
An exceptional work ethic.
Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Responsibilities

Supporting FVA portfolio valuation teams, which 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 of the funds’ assets to investors.
Performing 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 develop an understanding of the company or securities being analyzed.
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations.
Reviewing and compiling 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.
Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate.
Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
Researching and providing 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.
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 FVA 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.