Financial Analyst - Capital Solutions - Secondary Solutions Pod, West Palm Beach

US.020 Houlihan Lokey Financial Advisors, Inc.; Miami (FL); On-site; USD 120,000 - 130,000; Full time

Job summary

US.020 Houlihan Lokey Financial Advisors, Inc. in Miami seeks a Financial Analyst for the Capital Solutions Group. The role involves building financial models, supporting transaction execution, and preparing client marketing materials.

Qualified candidates will possess 1-3 years of experience in Investment Banking and strong analytical skills. A competitive compensation package, including a salary range of $120,000–$130,000 and benefits, is offered.

Qualifications

• 1-3 years of relevant experience in Investment Banking or Private Capital investment roles.
• Excellent quantitative and analytical skills.
• Ability to present ideas clearly and influence stakeholders.

Responsibilities

• Build and maintain complex financial models and perform detailed valuation analyses.
• Support transaction execution from origination to closing.
• Prepare high-quality client materials for business development.
• Engage with GP clients and manage deal processes.
• Track and analyse trends in the private equity market.

Skills

Financial acumen

Excel proficiency

Analytical skills

Communication skills

Research capabilities

Job description

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. The Capital Solutions Group comprises around 200 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice across private and public markets.

Key Responsibilities

• Financial Modelling & Valuation: Build and maintain complex "bottom‑up" three‑statement and LBO models, fund‑level waterfalls (GP/LP distributions), and perform detailed valuation analyses.
• Deal Execution: Support all aspects of transaction execution from origination through to closing, including 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 the private equity and secondaries market, including evolving deal structures.

Qualifications & Requirements

• Relevant Experience: 1‑3 years 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, able 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 offers a competitive total compensation package that may include discretionary incentive compensation. The senior analyst salary range is estimated at $120,000–$130,000, though actual compensation may vary. A competitive benefits package is also provided.

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.