Portfolio Valuation Analyst - Class of 2027

Houlihan Lokey, Inc.; Los Angeles (CA); On-site; USD 80,000 - 95,000; Full time

Job summary

Houlihan Lokey, Inc. in Los Angeles, CA is seeking a Financial Analyst within the Financial and Valuation Advisory practice.

You will research financial data, analyze statements, and build complex valuation models for illiquid debt and equity assets held by hedge funds and private equity funds. You will support engagement teams, interact with clients and auditors, and contribute to client deliverables, due diligence discussions, and marketing efforts.

Qualifications

• Bachelor’s degree in Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2026 and June 2027
• Strong analytical abilities; Ability to work through key assumptions, implicit caveats, and limitations
• 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
• Exceptional work ethic

Responsibilities

• Support FVA portfolio valuation teams with valuations of illiquid debt and equity securities
• Perform financial statement analysis and quantitative/qualitative assessments
• Review client investment memoranda, debt/equity agreements and financial models
• Construct and review valuation analyses using Houlihan Lokey models
• Research economic conditions and industry trends affecting client securities
• Prepare client deliverables and participate in client discussions and marketing efforts
• Coordinate with internal teams on invoices, working papers, and close-out procedures
• Assist with fee proposals and engagement scoping materials

Skills

Analytical abilities

Financial statement analysis

Communication skills

Teamwork

Excel modeling

Education

Bachelor’s degree in Data Analytics/Financial Engineering/Mathematics

Graduation window: Dec 2026 – Jun 2027

Tools

Excel

Bloomberg

S&P Capital IQ

Job description

Houlihan Lokey, Inc. in Los Angeles, CA is seeking a Financial Analyst within the Financial and Valuation Advisory practice.

You will research financial data, analyze statements, and build complex valuation models for illiquid debt and equity assets held by hedge funds and private equity funds. You will support engagement teams, interact with clients and auditors, and contribute to client deliverables, due diligence discussions, and marketing efforts.