Financial Analyst - Capital Solutions, Secondary Solutions Pod - New York

Houlihan Lokey; New York (NY); On-site; USD 100,000 - 140,000; Full time

Job summary

Houlihan Lokey in New York is seeking an Analyst to support Capital Solutions across live deals and origination efforts. You will work alongside senior bankers on financial modelling, valuation, and market analysis, contributing to client materials and due diligence processes.

The role emphasizes rigorous analysis, clear communication, and collaboration within a fast-paced team. This position is based in our New York office, offers exposure to high-profile transactions, and provides a platform

Qualifications

• 1-3 years of investment banking or private capital experience.
• Strong financial acumen with Excel and PowerPoint.
• Excellent quantitative and analytical skills.
• Strong written and verbal communication and stakeholder influence.
• Ability to manage multiple workstreams in a fast-paced environment.

Responsibilities

• Build and maintain three-statement and LBO models.
• Support deal execution from origination through closing.
• Prepare CIMs, management presentations, and pitch books.
• Engage with GP clients and assist in deal processes.
• Track trends in private equity and the secondaries markets.

Skills

Financial Modeling

Valuation

Advanced Excel

Presentation Skills

Tools

Excel

PowerPoint

Job description

Business Unit:

Capital Solutions

Industry:

General

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Capital Solutions

Houlihan Lokey’s Capital Solutions Group was named World’s Best and Europe’s Best for Capital Markets Advisory at the Euromoney Awards for Excellence 2026. The group comprises more than 235 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has raised ~$37bn across over 140 transactions in the last twelve months*and has a presence in 18 offices and 8 countries globally. 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.

Houlihan Lokey’s Secondary Solutions Group provides strategic advice and execution services to private equity sponsors and institutional investors navigating the fast-growing market for private equity secondary transactions, which reached $225B+ in volume in 2025. The group specializes in both GP-led transactions - such as continuation vehicles, single- and multi-asset restructurings, and tender offers - as well as LP portfolio sales and fund interest transfers. Members of the Secondaries Solutions Group work with a wide variety of private equity sponsors and institutional investors - across both industry and strategy – and work in tandem with Houlihan Lokey’s industry coverage, M&A and financial restructuring teams.

Candidates will work alongside senior and mid-level investment banking professionals on live deals across a variety of transaction types, as well as pre-launch deal preparation and origination efforts.This role will be based in Houlihan Lokey’s New York office.

Key Responsibilities:

As an Analyst, you will be expected to demonstrate strength across the following areas:

• Financial Modelling & Valuation:Build and maintain complex "bottom-up" three-statement and LBO models, fund-level waterfalls (GP/LP distributions), alongside performing detailed valuation analyses
• Deal Execution:Support all aspects of transaction execution from origination through to closing, including conducting due diligence on portfolio companies and GP managers
• Marketing Materials:Prepare high-quality client materials, including Confidential Information Memoranda (CIMs), management presentations, and pitch books for new business development
• Client Interaction:Engage directly with GP clients, assist in managing deal processes, and act as a point of contact in buyer discussions
• Market Analysis:Track and analyse trends in private equity and the secondaries market, including evolving deal structures

Qualifications & Requirements:

The ideal candidate will possess:

• Relevant Experience:1-3 years of experience in Investment Banking (M&A, Capital Markets and GP-led Advisory) or Private Capital investment roles
• Technical Skills: Strong financial acumen and proficiency in Excel and PowerPoint
• Analytical Ability: Excellent quantitative and analytical skills, with a high degree of accuracy and attention to detail
• Communication Skills: Strong written and verbal communication skills, with the ability to present ideas clearly and influence stakeholders
• Work Ethic: Ability to manage multiple workstreams simultaneously in a fast-paced environment while maintaining high standards
• Research Skills: Strong qualitative and quantitative research capabilities, with the ability to assess assumptions, limitations, and key drivers
• Team Orientation: Proven ability to collaborate effectively within a team and build relationships with internal and external stakeholders
• Drive & Motivation: A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career op