Financial Analyst, Class of 2027 | Valuation & Analytics

US.020 Houlihan Lokey Financial Advisors, Inc.; California; On-site; USD 80,000 - 95,000; Full time

Job summary

Houlihan Lokey, Inc. is seeking a Financial Analyst to join its Financial and Valuation Advisory group in the Portfolio Valuation area. You will research financial markets data, analyze financial statements, and develop complex valuation models.

You will collaborate with hedge funds, private equity funds, and other asset managers to prepare client deliverables, participate in due diligence, and support marketing initiatives, leveraging strong Excel modeling and communication skills.

Qualifications

• Bachelor’s degree in Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2026 and June 2027.
• Must be able to start July 2027.
• Strong analytical abilities.
• 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.
• An exceptional work ethic.

Responsibilities

• 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 of a Financial Analyst include the following:
• 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.

Skills

Analytical abilities

Strong communication

Teamwork

Work ethic

Education

Bachelor’s degree in Data Analytics, Financial Engineering, Mathematics, or similar majors

Graduation date between December 2026 and June 2027

Must be able to start July 2027

Tools

Excel modeling

Job description

Houlihan Lokey, Inc. is seeking a Financial Analyst to join its Financial and Valuation Advisory group in the Portfolio Valuation area. You will research financial markets data, analyze financial statements, and develop complex valuation models.

You will collaborate with hedge funds, private equity funds, and other asset managers to prepare client deliverables, participate in due diligence, and support marketing initiatives, leveraging strong Excel modeling and communication skills.