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

Houlihan Lokey Inc; Dallas (GA); On-site; USD 70,000 - 120,000; Full time

Job summary

Join a dynamic team at a leading global investment bank specializing in portfolio valuation and fund advisory services. This role offers the opportunity to work with top hedge funds and private equity firms, providing critical valuations of complex securities. As a Financial Analyst, you will engage in financial statement analysis, construct valuation models, and collaborate with talented professionals in a fast-paced environment. Your contributions will directly impact client deliverables and enhance your expertise in financial valuation methodologies. If you are motivated, detail-oriented, and ready to make a significant impact, this position is perfect for you.

Qualifications

• Minimum of one year of experience in accounting or valuation firm.
• Strong analytical abilities and detail-oriented mindset.

Responsibilities

• Support FVA portfolio valuation teams with illiquid securities.
• Perform financial statement analysis and develop financial ratios.
• Participate in due diligence meetings and assist in client deliverables.

Skills

Financial statement analysis

Excel modeling

Quantitative skills

Valuation theory and methodologies

Communication skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Accounting

Bachelor’s degree in Business

Bachelor’s degree in Applied Economics

Tools

Microsoft Excel

Job description

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

Apply locations: Atlanta, GA, USA; Chicago, IL, USA; Dallas, TX, USA

Time Type: Full time

Posted On: Posted 8 Days Ago

Job Requisition ID: R2083

Business Unit: Financial and Valuation Advisory

Industry: PV - Portfolio Valuation

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, 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.

Scope

Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, and business development companies. We advise them on the valuations of illiquid debt, equity, and complex securities in order to meet their investor and regulatory financial reporting requirements.

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 affecting businesses today.

Responsibilities

• Supporting FVA portfolio valuation teams, providing valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies.
• Performing financial statement analysis and other quantitative and qualitative assessments.
• Reviewing client investment memoranda, board presentations, and financial models.
• Compiling statistical summaries of companies’ financial information and developing financial ratios.
• Reviewing published financial information, such as public company filings and reports from research analysts.
• Identifying relevant comparable public companies and M&A transactions.
• Constructing and reviewing valuation analyses, including guideline public companies and discounted cash flow analyses.
• Researching general economic conditions and industry-specific trends.
• Participating in due diligence meetings and communicating with clients.
• Designing and drafting client deliverables.
• Assisting in the preparation of fee proposals to clients.
• Performing other ad-hoc research and analytics as required.
• Coordinating with internal teams to prepare engagement invoices and compliance procedures.
• Participating in discussions with legal counsel as required.
• Assisting with marketing initiatives for prospective and existing clients.

Qualifications

The ideal candidate should be motivated, detail-oriented, and possess strong quantitative skills.

Basic Qualifications

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

Preferred Qualifications

• Excellent understanding of financial statement analysis.
• Understanding of financial valuation theory and methodologies.
• Strong knowledge of Excel modeling.
• Excellent verbal and written communication skills.
• Ability to work cooperatively with team members.
• Ability to work independently in a fast-paced environment.
• Exceptional work ethic.
• Experience with Big Four or Independent Valuation Consultants is a plus.

Salary Range

$70,000.00-$120,000.00

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.