Portfolio Valuation Analyst, Class of 2027

Houlihan Lokey; Washington (District of Columbia); On-site; USD 80,000 - 95,000; Full time

Job summary

Houlihan Lokey is hiring a Financial Analyst in Washington, DC for its Portfolio Valuation and Financial Advisory practice. You will research markets, analyze financial statements, and build complex valuation models for hedge funds, private equity funds, and other asset managers.

The role emphasizes developing client deliverables, presenting analyses, and collaborating with engaged teams on varied valuation projects. A finance-focused bachelor’s degree and July 2027 start are required.

Qualifications

• Bachelor’s degree in Finance, Accounting, 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

• 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.
• Develop complex financial models and draft client deliverables.
• Present analyses and conclusions and interact with clients on active engagements.
• Participate in the firm’s marketing efforts and assist with fee proposals and scoping discussions.
• Support portfolio valuation teams across illiquid debt and equity assets for hedge funds and private equity funds.
• Assist with preparation of engagement invoices and close-out procedures.

Skills

Analytical abilities

Financial statement analysis

Valuation theory

Excel modeling

Verbal & written communication

Team collaboration

Work ethic

Education

Bachelor's degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors

Job description

Houlihan Lokey is hiring a Financial Analyst in Washington, DC for its Portfolio Valuation and Financial Advisory practice. You will research markets, analyze financial statements, and build complex valuation models for hedge funds, private equity funds, and other asset managers.

The role emphasizes developing client deliverables, presenting analyses, and collaborating with engaged teams on varied valuation projects. A finance-focused bachelor’s degree and July 2027 start are required.