Valuation & Financial Advisory Associate

Houlihan Capital

Associate role in valuation and financial advisory at Houlihan Capital delivering financial analyses and reports. Collaborating with diverse teams on client valuation needs for various investment types.

Posted 7/17/2026full-timeRemote • Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $83,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Proficient in financial valuation techniques and analysis, with strong capabilities in Excel-based modeling and the ability to synthesize complex financial information. Demonstrates effective communication skills and the ability to manage multiple projects while maintaining attention to detail.

Highest-signal resume keywords

Financial ValuationExcel ProficiencyCommunication SkillsProject ManagementAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Valuation ModelsFinancial AnalysisOperating Model BuildsPro Forma Capitalization StructuresSensitivity Analyses

Soft Skills

Task PrioritizationIndependent WorkAdaptability

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft PowerPointS&P Capital IQPitchbookBloomberg

Certifications & Qualifications

Bachelor’s DegreeMBACFA

Industry Keywords

Financial ReportingTax ValuationMarket ResearchClient PresentationsFinancial Data Analysis

About the role

Key responsibilities & impact

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

What you’ll need

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.
A keen eye for detail, particularly in reviewing financial and legal documents.

Benefits

Comp & perks

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