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

Houlihan Lokey; New York (NY); On-site; USD 70,000 - 120,000; Full time

Job summary

A leading global investment bank is seeking an experienced Financial Analyst for its Portfolio Valuation practice. This role entails conducting valuations of illiquid debt and equity securities held by various funds, performing analyses of financial statements, and participating in client engagements. Ideal candidates will have a Bachelor's degree in a relevant field and at least one year of experience in valuation. The firm offers competitive compensation ranging from $70,000 to $120,000, along with a comprehensive benefits package.

Qualifications

• Minimum of one year of work experience at an accounting or valuation firm.
• Excellent understanding of financial statements and valuation methodologies.
• Big Four or Independent Valuation Consultants experience is a plus.

Responsibilities

• Provide valuations of illiquid debt and equity securities.
• Perform financial statement analysis and assessments.
• Compile statistical summaries of financial information.
• Research economic conditions and industry trends.

Skills

Strong analytical abilities

Excel modeling

Verbal and written communication skills

Ability to work independently

Teamwork

Education

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

Job description

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

Apply for this role at Houlihan Lokey.

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.

Business Unit: Financial And Valuation Advisory
Industry: Portfolio Valuation

Portfolio Valuation Practice

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, earning the firm "Best Valuations Firm for Hard to Value Assets," its seventh consecutive time. The practice also earned the HFM Asia Hedge Fund Services Award for "Best Valuation Firm" for the fifth consecutive time, underscoring the outstanding valuation services provided to hedge fund clients worldwide.

Within our Portfolio Valuation practice, clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, and other asset managers. We advise them on the valuations of illiquid debt, equity, and complex securities to meet 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 across a wide variety of asset classes and industries.

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. This role offers 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

• Support FVA portfolio valuation teams by providing valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies for fair‑value reporting to investors.
• Perform financial statement analysis and other quantitative and qualitative assessments.
• Review client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to understand the company or securities being analyzed.
• Compile statistical summaries of companies’ financial information, develop and compute financial ratios, and present the analyses in an organized manner and/or using our standard formats and presentations.
• Review and compile 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.
• Identify 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.
• Construct and review valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
• Research and provide information on general economic conditions, industry‑specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities.
• Participate in telephonic and in‑person due diligence meetings/discussions, communicate with clients and respond to auditor questions regarding valuation analyses prepared by Houlihan Lokey.
• Design and draft client deliverables.
• Assist in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
• Perform other ad‑hoc research, analytics, and support for the FVA project teams as required.
• Coordinate with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end‑of‑engagement close‑out procedures.
• Participate in discussions with in‑house and outside legal counsel as required.
• Assist 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.

Equal Opportunity Employer

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.