Valuation & Financial Advisory Associate

Houlihan Capital, LLC; Chicago, Northern (IL, KY); Hybrid; USD 83,000 - 98,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Houlihan Capital, LLC seeks an Associate in Valuation and Financial Advisory to deliver high-quality financial analyses and reports for a range of valuation needs, including Fair Value Measurement, Financial Reporting, and Tax Reporting.

Work with illiquid investments across industries for private equity funds, venture capital funds, and corporate clients. The role offers remote work with base compensation in a competitive range and eligibility for a company bonus plan.

Qualifications

• Bachelor’s degree required in Finance, Accounting, or Economics.
• MBA preferred; CFA or similar designation beneficial.
• 1–2 years of valuation experience for financial reporting or tax.
• Strong written and verbal communication with ability to explain complex concepts.
• Proficiency in Excel, Word, PowerPoint; experience with S&P Capital IQ, PitchBook, or Bloomberg is a plus.
• Excellent prioritization and ability to work independently in a fast-paced environment.
• Attention to detail in reviewing financial and legal documents.

Responsibilities

• Populate Excel-based valuation models for financial reporting and tax.
• Review client-provided financial data and documents.
• Assist in drafting client presentations and reports.
• Produce high-quality analyses including operating models and sensitivity analyses.
• Research industry trends and company-specific issues for analyses.
• Collaborate with internal teams and clients on engagements.
• Update project manager on progress and data gaps.
• Prioritize tasks across multiple engagements to meet deadlines.
• Adapt to shifting priorities and manage workloads while communicating progress.

Skills

Communication skills

Attention to detail

Independent in fast-paced environment

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA preferred; CFA or equivalent

Tools

Excel

Word

PowerPoint

S&P Capital IQ

PitchBook

Bloomberg

Job description

Job Title: Associate

Department: Valuation

Reports To: Senior Vice President, Valuation

FLSA Status: Exempt

Location: Remote

Base Compensation: $83,000 - $98,000 USD

Bonus Eligible: Yes

Associate role is eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on individual and company performance.

About The Firm:

Houlihan Capital is an employee-owned leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape.

Houlihan Capital has extensive valuation experience providing companies with objective, independent, and defensible valuation opinions that meet accounting, regulatory, and corporate governance requirements. Our analyses and reports are transparent, supportable, and clearly outline the assumptions and projections incorporated into our financial models. We consistently apply sound valuation methodologies and unbiased perspective in our work product that enables management teams and fiduciaries to make confident, informed decisions.

Valuation & Financial Advisory Associate - Job Description

Role Overview:

As an Associate in Houlihan Capital’s Valuation and Financial Advisory practice, you will be an integral part of a high-performing team focused on delivering high-quality financial analyses and reports for a diverse range of client valuation needs, including Fair Value Measurement, Financial Reporting, Fair Market Value, Tax Reporting, and Transaction Opinions.

The position provides a unique opportunity to utilize valuation techniques across all types of illiquid investments (including debt, preferred equity, common equity, options, crypto assets, structured products, and more) across a wide variety of industries for private equity funds, venture capital funds, corporations, and many other clients.

Responsibilities:

• Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
• Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents.
• Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses.
• Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives.
• Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions.
• Effectively prioritize tasks across multiple, simultaneous engagements, ensuring tight deadlines are consistently met without compromising quality.
• Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress with team members and clients.

Requirements:

• Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
• MBA preferred; CFA, or other relevant professional designation viewed favorably.
• 1-2 years of relevant work experience in performing valuations for financial reporting or tax purposes.
• Strong verbal and written communication skills, with the ability to convey complex financial concepts in a clear and engaging way.
• Proficiency in Microsoft Excel, Word, and PowerPoint is required. Experience with financial databases like S&P Capital IQ, Pitchbook, or Bloomberg is a plus.
• Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment.
• Akeen eye for detail, particularly in reviewing financial and legal documents.

Houlihan Capital is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

If you require an accommodation in order to view or apply to open positions or for any other part of the application or employment process, please email [e-mail].