Valuation Analyst – Complex Securities

Houlihan Lokey; Boston (MA); On-site; USD 75,000 - 120,000; Full time

Job summary

Houlihan Lokey in Boston seeks a Financial Analyst for the Portfolio Valuation & Advisory practice. You will work on valuing derivatives, illiquid securities, and complex transactions, building robust financial models, and supporting client deliverables.

The role emphasizes strong analytical abilities, Excel, Python, VBA, and experience in valuation. A Bachelor’s in Finance, Accounting, Business, or Applied Economics is required, with at least one year in a valuation setting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or Applied Economics.
• Strong analytical abilities.
• Experience in valuation capacity at an accounting or valuation firm (1 year min).

Responsibilities

• Analyzing and valuing derivatives, structured products, loans, private equity, and other illiquid securities.
• Calibrating valuation assumptions using historical performance and economic scenarios.
• Developing models (DCF, guideline company/transactions, lattice/Monte Carlo).
• Preparing client deliverables and pitching materials.
• Assisting due diligence and responding to auditor questions.

Skills

Valuation

Financial Modeling

Python

VBA

Excel

Analytics

Communication

Education

Bachelor’s degree in Finance/Accounting/Business/Applied Economics

Tools

Python

VBA

Excel

R

MATLAB

Fincad

CapitalIQ

Refinitiv

Bloomberg

Job description

Houlihan Lokey in Boston seeks a Financial Analyst for the Portfolio Valuation & Advisory practice. You will work on valuing derivatives, illiquid securities, and complex transactions, building robust financial models, and supporting client deliverables.

The role emphasizes strong analytical abilities, Excel, Python, VBA, and experience in valuation. A Bachelor’s in Finance, Accounting, Business, or Applied Economics is required, with at least one year in a valuation setting.