Valuation & Financial Advisory Associate

Houlihan Capital•Chicago, IL

21h•$83,000 - $98,000•Remote

About The Position

As an Associate in Houlihan Capital’s Valuation and Financial Advisory practice, you will be an integral part of a high-performing team focused on delivering high-quality financial analyses and reports for a diverse range of client valuation needs, including Fair Value Measurement, Financial Reporting, Fair Market Value, Tax Reporting, and Transaction Opinions. The position provides a unique opportunity to utilize valuation techniques across all types of illiquid investments (including debt, preferred equity, common equity, options, crypto assets, structured products, and more) across a wide variety of industries for private equity funds, venture capital funds, corporations, and many other clients.

Requirements

Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
1-2 years of relevant work experience in performing valuations for financial reporting or tax purposes.
Strong verbal and written communication skills, with the ability to convey complex financial concepts in a clear and engaging way.
Proficiency in Microsoft Excel, Word, and PowerPoint is required.
Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment.
A keen eye for detail, particularly in reviewing financial and legal documents.

Nice To Haves

MBA preferred
CFA, or other relevant professional designation viewed favorably.
Experience with financial databases like S&P Capital IQ, Pitchbook, or Bloomberg is a plus.

Responsibilities

Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents.
Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings.
Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses.
Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives.
Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions.
Effectively prioritize tasks across multiple, simultaneous engagements, ensuring tight deadlines are consistently met without compromising quality.
Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress with team members and clients.