Summer 2027 Financial Analyst (Class of 2028), Fund Opinions - New York

Houlihan Lokey•New York, NY

4d•$70,000 - $115,000

About The Position

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Financial and Valuation Advisory 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, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 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. Overview Our dedicated Fund Opinions (“FO”) practice delivers fairness opinions and valuation advisory services to financial sponsors, including private equity funds, hedge funds, and credit funds. FO provides advice to these sponsors across a variety of situations, including mergers, acquisitions, fund recapitalizations, and other portfolio company transactions. As a Summer 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 (e.g., buyout, venture capital, credit, etc.). The group partners with other internal teams (i.e., M&A, industry groups, etc.) to deliver fairness and transaction-based valuation opinions as well as other advisory services to our clients.

Requirements

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.
Finance or Accounting majors with a graduation date between December 2027 and June 2028
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
Participate in business development initiatives
Support relationships with current and prospective clients

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