2028 Summer Financial Analyst – Capital Solutions (Class of 2029) - Chicago Private Debt Advisory

Houlihan Lokey•Chicago, IL

About The Position

The Summer Financial Analyst will join Houlihan Lokey’s U.S. Private Capital Markets & Advisory team in Chicago. The team provides capital-raising services across industries and capital needs, working with private equity-backed, public, family-owned, and management-owned businesses. It offers structure-agnostic financing solutions across the capital structure, drawing on relationships with private credit funds, mezzanine debt and structured equity funds, pension funds, insurance companies, family offices, and special situations investors. Private Capital Markets transactions involve stages similar to M&A processes, including preparing marketing materials such as a confidential information memorandum and three-statement financial model, leading counterparty diligence, coordinating management meetings, and structuring and negotiating financing through closing. Summer Financial Analysts work alongside full-time professionals on live deals and develop cash flow and three-statement modeling proficiency, organizational skills and experience running investor outreach, and an understanding of capital structure and private credit and private equity markets. Deal types include acquisition financing for leveraged buyouts, dividend recapitalizations, refinancings, growth capital, and distressed and special situations.

Requirements

Currently pursuing a bachelor’s and/or master’s degree, with a graduation date between December 2028 and June 2029.
Basic knowledge of and a keen interest in corporate finance.
Strong qualitative analysis skills and the ability to own a workstream end-to-end.
Excellent verbal and written communication skills.
Strong work ethic and leadership skills.

Nice To Haves

A fundamental understanding of valuation theory, methodologies, and applications.
Strong analytical and computer skills, including Excel.
Ability to work cooperatively with all levels of staff.

Responsibilities

Work alongside full-time professionals on live deals across a variety of transaction types.
Prepare transaction marketing materials, including confidential information memoranda and three-statement financial models.
Spearhead counterparty diligence and coordinate management meetings.
Run investor outreach processes.
Support the structuring and negotiation of financing through closing.