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

Houlihan Lokey•Chicago, IL

11d•Onsite

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank providing independent strategic and financial advice. The Financial and Valuation Advisory practice is one of the largest worldwide, offering services including 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 recognized in the alternative asset valuation community, having received multiple awards for its services to hedge funds, private equity funds, and direct lending funds. Financial Analysts in the PV practice are integrated into engagement teams, working on diverse projects involving the valuation of complex businesses, securities, and transaction structures. They analyze financial markets data, financial statements, industry conditions, and securities, develop financial models, draft client deliverables, and interact with clients.

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

Research and analyze financial markets data, financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities.
Develop complex financial models.
Draft client deliverables.
Participate in presenting analyses and conclusions.
Interact with clients on active engagements.
Participate in the firm’s marketing efforts.
Support 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.
Perform financial statement analysis and other quantitative and qualitative assessments.
Review 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.
Compile statistical summaries of companies’ financial information, develop and compute financial ratios, and present the analyses in an organized manner and/or using our standard formats and presentations.
Review and compile 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.
Identify 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.
Construct and review valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
Research and provide 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.
Participate in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey.
Design and draft client deliverables.
Assist in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
Perform other ad-hoc research, analytics, and support for the FVA project teams as required.
Coordinate with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures.
Participate in discussions with in-house and outside legal counsel as required.
Assist with marketing initiatives for prospective and existing clients.