2027 Financial Analyst

About the Role

Financial Analysts within Houlihan Lokey’s Portfolio Valuation (PV) practice are fully integrated members of engagement teams, working with professionals to gain broad exposure to issues affecting businesses today. This role offers the opportunity to work on projects involving the valuation of complex businesses, securities, and transaction structures.

Key Responsibilities

• Supporting FVA portfolio valuation teams in valuing illiquid debt and equity securities for hedge funds, private equity funds, and business development companies for fair value reporting to investors.
• Performing financial statement analysis and other quantitative and qualitative assessments.
• Reviewing client investment memoranda, board of directors’ presentations, debt and equity agreements, and financial models.
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting analyses.
• Reviewing and compiling published financial information from public company filings, press releases, research analysts, and Bloomberg data.
• Identifying comparable public companies and M&A transactions using S&P Capital IQ and Bloomberg, along with knowledge of Standard Industrial Classification.
• Constructing and reviewing valuation and financial analyses, including guideline public companies, precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models.
• Researching and providing information on economic conditions, industry trends, acquisitions and divestitures, and investment attributes of securities.
• Participating in due diligence meetings, communicating with clients, and responding to auditor questions.
• Designing and drafting client deliverables.
• Assisting in the preparation of fee proposals, including scoping discussions and pitch materials.
• Performing ad-hoc research, analytics, and support for FVA project teams.
• Coordinating with internal administrative support teams for engagement invoices and compliance.
• Participating in discussions with legal counsel.
• Assisting with marketing initiatives for prospective and existing clients.

Requirements & Tech Stack

• Strong analytical abilities.
• Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.
• 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.
• Must be authorized to work for ANY employer in the U.S.
• Must be able to start July 2027.

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.

Compensation

• The estimated salary range for this role is $80,000 - $95,000.
• Includes a competitive benefits package.