2026 Summer Financial Analyst, Primary Capital Advisory (Private Equity Fundraising)

Houlihan Lokey; City Of London; On-site; GBP 20,000 - 30,000; Full time

Job summary

A global investment bank is seeking a Summer Financial Analyst for their Primary Capital Advisory team. The role involves providing strategic advice to clients, managing fundraising processes, and developing market documentation. Ideal candidates are in their penultimate year at a top university, with strong analytical skills and a proactive attitude toward problem solving.

Qualifications

• Completion of final university assessments in Spring or Summer 2027.
• Good grasp of fundamentals of the private equity industry.
• Team-oriented with a deep desire to win and high work ethic.

Responsibilities

• Provide strategic advice to clients for competitive advantage.
• Produce core fund marketing documentation.
• Manage fundraising processes and client communication.
• Complete due diligence materials for potential investors.
• Originate new opportunities and produce pitch materials.
• Assist in CRM maintenance and development.

Skills

Strong quantitative and analytical skills

Attention to detail

Pro-active and resourceful attitude

Ability to multitask

Education

Penultimate year of study at a highly regarded university

Job description

Overview

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.

Capital Solutions

Houlihan Lokey’s Capital Solutions Group comprises more than 170 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has deep senior-level relationships across the capital markets and a long track record of raising capital across varying market conditions. With deep expertise in both private and public markets, we are committed to delivering innovative, value-enhancing solutions that support long-term success for our clients.

Primary Capital Advisory

Houlihan Lokey Primary Capital Advisory (“PCA”) is an established but growing player in the private equity fund placement and advisory space. PCA has an experienced team of approximately 40 people across seven offices in the U.S. and Europe who have collectively worked on over 300 fundraises since 2010 across a wide array of private equity strategies.

Responsibilities

As a Summer Financial Analyst in the Primary Capital Advisory team, you will be involved in:

• The provision of strategic advice to clients related to the positioning of alternative asset brands in the market for sustained competitive advantage.
• The production of core fund marketing documentation (investor presentation, DDQ, etc.) along with the creation of bespoke technical and qualitative analyses.
• The management of fundraising processes, including investor tracking and client communication.
• The completion of due diligence materials in response to inquiries from potential fund investors.
• The origination of new opportunities, including meeting potential clients and the production of pitch materials and associated analyses.
• The assistance of CRM maintenance, development and evolution.

Qualifications

• Must be in your penultimate year of study at a highly regarded university – completing your final university assessments in Spring or Summer 2027.
• A good grasp of the fundamentals of the private equity industry, including current trends, deal structures, investor requirements, and competitive landscapes.
• Strong quantitative and analytical skills with a focus on accuracy and attention to detail.
• Most importantly, we seek to attract dedicated, team-oriented candidates with a deep desire to win, a strong work ethic, and a willingness to work hard to achieve the highest standards of performance.
• Pro-active and resourceful attitude of solving problems independently, with the support of an experienced senior team.
• Ability to multitask and coordinate a variety of different projects with an organized approach.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

#LI-115419