Houlihan Lokey · 1 day ago
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations
Chicago, IL
Full-time
Onsite
Entry Level
$70K/yr - $120K/yr
1+ years expHoulihan Lokey is a global investment bank specializing in financial and valuation advisory services. The Financial Analyst role within the Portfolio Valuation & Advisory Services practice involves analyzing financial markets data, developing complex financial models, and providing valuations for illiquid debt and equity securities for hedge funds and private equity funds.
BankingFinanceFinancial Services
Responsibilities
Supporting FVA 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
Performing financial statement analysis and other quantitative and qualitative assessments
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
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
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
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
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
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
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
Designing and drafting client deliverables
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
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
Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity
Bachelor's degree in Finance, Accounting, Business, or Applied Economics
Strong analytical abilities
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, including integrated cash flow modeling
Excellent verbal and written communication skills
Demonstrated ability to work cooperatively with team members
Ability to work independently in a fast-paced environment
An exceptional work ethic
Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus
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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