Portfolio Valuation Summer Analyst: Build Real-World Financial Models

Houlihan Lokey; Atlanta (GA); On-site; USD 70,000 - 100,000; Full time

Job summary

Houlihan Lokey’s Portfolio Valuation practice is seeking a Summer Financial Analyst to assist in building complex financial models, analyzing financial statements, and evaluating industry conditions, acquisitions, divestitures, and investment attributes of securities. You will collaborate with a seasoned team on high‑quality transactions across multiple sectors.

You will gain exposure to regulators, auditors, investors, and clients while supporting marketing efforts and broad team initiatives

Qualifications

• A B.A./B.S./B.B.A. candidate—Finance, Data Science, or related degree with a graduation date between December 2027 and June 2028.
• Coursework in accounting and finance.
• A fundamental understanding of valuation theory, methodologies, and applications.

Responsibilities

• As a Summer Financial Analyst in the Portfolio Valuation practice, responsibilities include developing complex financial models and analyzing 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 participate in our firm’s marketing efforts.

Skills

Analytical abilities

Verbal and written communication

Teamwork

Education

Finance/Data Science-related degree (B.A./B.S./B.B.A.) with graduation date between Dec 2027 and Jun 2028

Tools

Excel

Job description

Houlihan Lokey’s Portfolio Valuation practice is seeking a Summer Financial Analyst to assist in building complex financial models, analyzing financial statements, and evaluating industry conditions, acquisitions, divestitures, and investment attributes of securities. You will collaborate with a seasoned team on high‑quality transactions across multiple sectors.

You will gain exposure to regulators, auditors, investors, and clients while supporting marketing efforts and broad team initiatives