Portfolio Valuation Analyst – Fund Advisory Expert

Houlihan Lokey, Inc.; Chicago (IL); Hybrid; USD 80,000 - 95,000; Full time

Job summary

Houlihan Lokey, Inc. in Chicago is offering a 2027 Financial Analyst role within the Portfolio Valuation and Fund Advisory Services team.

This position focuses on supporting valuation of illiquid debt and equity securities and developing robust financial models for hedge funds, private equity funds, and asset managers. The analyst will analyze financial statements, assist in client deliverables, participate in due diligence discussions, and contribute to marketing and engagement activities

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics or similar with a graduation date between Dec 2026 and Jun 2027
• Ability to start July 2027 and strong analytical abilities
• Solid understanding of financial statements analysis and valuation theory
• Proficient Excel modeling including integrated cash flow modeling
• Strong written and verbal communication and teamwork skills

Responsibilities

• Support portfolio valuation teams valuing illiquid debt and equity securities for hedge funds and private equity funds
• Develop complex financial models and draft client deliverables
• Present analyses and conclusions to clients and interact with engagement teams
• Assist with fee proposals, scoping, and engagement pricing
• Coordinate with internal support teams for invoices and close-out procedures and assist with marketing initiatives

Skills

Financial analysis

Excel modeling

Verbal and written communication

Team collaboration

Data analytics

Education

Bachelor’s degree in Finance/Accounting/Analytics

Tools

Excel

S&P CapitalIQ

Bloomberg

Houlihan Lokey models

Job description

Houlihan Lokey, Inc. in Chicago is offering a 2027 Financial Analyst role within the Portfolio Valuation and Fund Advisory Services team.

This position focuses on supporting valuation of illiquid debt and equity securities and developing robust financial models for hedge funds, private equity funds, and asset managers. The analyst will analyze financial statements, assist in client deliverables, participate in due diligence discussions, and contribute to marketing and engagement activities