Houlihan Lokey · 1 day ago
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Chicago, IL
Full-time
Onsite
Mid Level
$100K/yr - $160K/yr
3+ years expHoulihan Lokey, Inc. is a global investment bank specializing in financial and valuation advisory services. The Associate in the Portfolio Valuation Practice will support valuation teams by valuing illiquid debt and equity securities, preparing client deliverables, and presenting analyses to senior management and boards of directors.
BankingFinanceFinancial Services
Responsibilities
Supporting 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
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
Participating in deal team brainstorming discussions, preparing information request lists, designing, and drafting client deliverables
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
Directing the efforts of financial analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
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
Assisting in the preparation of pitch materials and information request lists to clients
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
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
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
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
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
Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
Performing financial statement analysis and other quantitative and qualitative assessments
Assist in presenting valuation analyses and conclusions internally to review committees
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
Qualification
Required
Bachelor's degree (in Finance a plus)
Minimum of 3-5+ years of valuation experience
Strong analytical abilities
Excellent verbal and written communication skills
Preferred
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
Demonstrated ability to work cooperatively with team members
Ability to work independently in a fast-paced environment
An exceptional work ethic
Experience at Big Four or an Independent Valuation Advisory firm a plus
Benefits
Discretionary incentive compensation
Competitive benefits package
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
Secondaries Investor
2025-12-18
2025-12-01
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