Valuation & Advisory Analyst, Class of 2027

Houlihan Lokey; Houston (TX); On-site; USD 80,000 - 95,000; Full time

Job summary

Houlihan Lokey, Inc. is a leading global investment bank providing independent strategic and financial advice across M&A, capital solutions, financial restructuring, and valuation.

Our PV practice serves hedge funds, private equity, and asset managers with illiquid debt, equity, and complex securities. In this role, you will join Financial and Valuation Advisory as a Financial Analyst, collaborating on integrated valuation analyses, client deliverables, and engagement support within a

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

• 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

Financial statement analysis

Valuation theory

Excel modeling

Verbal & written communication

Teamwork

Work ethic

Education

Bachelor’s degree in Finance/Accounting/Data analytics/Mathematics

Job description

Houlihan Lokey, Inc. is a leading global investment bank providing independent strategic and financial advice across M&A, capital solutions, financial restructuring, and valuation.

Our PV practice serves hedge funds, private equity, and asset managers with illiquid debt, equity, and complex securities. In this role, you will join Financial and Valuation Advisory as a Financial Analyst, collaborating on integrated valuation analyses, client deliverables, and engagement support within a