2027 Financial Analyst, Fund Opinions

About the Role

As a Financial Analyst in the Fund Opinions (FO) practice, you will join a team that focuses on complex analytics, financial models, and valuation across a wide range of industries and asset classes. The group partners with other internal teams to deliver fairness and transaction-based valuation opinions as well as other advisory services to clients.

Key Responsibilities

• Analyze and explain historical and projected financial information.
• Perform business and financial due diligence.
• Conduct industry, competitor, and sub-sector research.
• Perform complex valuation projects utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis.
• Build complex financial models in Excel to assess cash flows of a company and/or value specific securities.
• Prepare client/internal board review PowerPoint presentations supporting advice and opinions.
• Participate in business development initiatives.
• Support relationships with current and prospective clients.

Requirements & Tech Stack

• Microsoft Excel (for financial modeling)
• PowerPoint (for presentations)

Qualifications

Basic Qualifications

• An undergraduate degree in Finance, Accounting, Economics or a related field, with a graduation date between December 2026 and June 2027.
• Strong accounting, finance, financial modeling, and analytical abilities.

Preferred Qualifications

• Strong qualitative and quantitative research skills.
• Excellent oral and written communication skills.
• Intellectual curiosity and a results-driven professional.
• A very strong work ethic, organizational skills, and ability to multi-task in a deadline-driven environment.
• Ability to work independently and a good team player.

Compensation

• The estimated salary range for this role is: $100,000 - $100,000.
• The total compensation package may include other components such as discretionary incentive compensation.
• Houlihan Lokey provides a competitive benefits package.