Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations

Houlihan Lokey

Chicago (IL)

On-site

USD 70,000 - 120,000

Full time

14 days+

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Benefits offered by this job

Competitive total compensation package

Discretionary incentive compensation

Job summary

A leading investment bank is seeking an Experienced Financial Analyst to join its Portfolio Valuation and Fund Advisory Services team in Chicago. The role offers substantial exposure to financial projects, requiring strong analytical capabilities and teamwork to support valuation challenges for various asset managers. Ideal candidates will have a Bachelor’s degree and a minimum of one year’s relevant experience.

Qualifications

Minimum of one year in valuation or accounting.
Strong analytical abilities are essential.
Experience with financial statements analysis is preferred.

Responsibilities

Support portfolio valuation teams on valuations of securities.
Perform financial statement analysis and quantitative assessments.
Construct and review financial analyses using proprietary models.

Skills

Analytical skills

Quantitative skills

Financial modeling

Communication

Collaboration

Education

Bachelor’s degree in Finance, Accounting, Business, or Applied Economics

Tools

Excel modeling

Job description

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations

Join to apply for the Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations role at Houlihan Lokey

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations

Join to apply for the Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations role at Houlihan Lokey

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Business Unit:

Financial and Valuation Advisory

Industry:

Portfolio Valuation

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.

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.

Houlihan Lokey’s PV practice is well-recognized and regarded in the alternative asset valuation community. In 2024, the PV Practice received the HFM U.S. Hedge Fund Services Awards in which Houlihan Lokey was named “Best Valuations Firm for Hard to Value Assets,” its seventh consecutive time receiving this award. We also received this same honor in Europe in 2025 for the sixth consecutive time. Houlihan Lokey has also received the HFM Asia Hedge Fund Services Award for “Best Valuation Firm” for the fifth consecutive time, underscoring the outstanding valuation services the firm provides its hedge fund clients around the world.

Scope

Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s real-world transaction experience and market knowledge.

Financial Analysts within our Portfolio Valuation & Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you broad exposure to many issues and concerns affecting businesses today.

We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures. As a Financial Analyst, you will 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. You will also have an opportunity to develop complex financial models, draft client deliverables, participate in presenting analyses and conclusions, interact with clients on active engagements, and participate in the firm’s marketing efforts.

Responsibilities

Supporting 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;
Performing financial statement analysis and other quantitative and qualitative assessments;
Reviewing 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;
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations;
Reviewing and compiling 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;
Identifying 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;
Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models;
Researching and providing 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;
Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey;
Designing and drafting client deliverables;
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda;
Performing other ad-hoc research, analytics, and support for the FVA project teams as required;
Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures;
Participating in discussions with in-house and outside legal counsel as required; and
Assisting with marketing initiatives for prospective and existing clients.

Qualifications

The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills.

Basic Qualifications

Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.
Bachelor’s degree in Finance, Accounting, Business, or Applied Economics
Strong analytical abilities.

Preferred Qualifications

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.
Ability to work independently in a fast-paced environment.
An exceptional work ethic.
Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus.

Compensation And Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$70,000.00-$120,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

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.

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