Financial Analyst, Portfolio Valuation and Fund Advisory Services

Houlihan Lokey

Financial Analyst valuing illiquid debt, equity, and complex securities for Houlihan Lokey’s financial advisory practice. Building valuation models and preparing client deliverables.

Posted 8/20/2026full-timeAtlanta • California, Illinois, Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical abilities and a solid understanding of financial statement analysis and valuation methodologies. Proficient in Excel modeling and capable of producing high-quality client deliverables and financial analyses.

Highest-signal resume keywords

Financial Statement AnalysisExcel ModelingFinancial Valuation TheoryAnalytical AbilitiesClient Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ValuationQuantitative AnalysisQualitative AssessmentStatistical SummariesFinancial RatiosValuation AnalysesGuideline Public Company AnalysisDiscounted Cash Flow AnalysisIntegrated Cash Flow ModelingDue Diligence

Soft Skills

Verbal CommunicationWritten CommunicationTeam CollaborationWork Ethic

Tools & Technologies

BloombergS&P Capital IQ

Industry Keywords

Illiquid SecuritiesFair Value ReportingInvestment MemorandaM&A TransactionsEconomic ConditionsIndustry TrendsClient DeliverablesCompliance Procedures

About the role

Key responsibilities & impact

Support FVA portfolio valuation teams valuing illiquid debt and equity securities for fair value reporting
Perform financial statement analysis and quantitative and qualitative assessments
Review investment memoranda, board presentations, debt and equity agreements, and financial models
Compile statistical summaries, develop financial ratios, and present analyses using standard formats
Review published financial information, public company filings, press releases, research analyst reports, and Bloomberg data
Identify comparable public companies and M&A transactions using S&P Capital IQ, Bloomberg, SIC classifications, and other methods
Construct and review valuation analyses, including guideline public company, precedent transaction, and discounted cash flow analyses, using proprietary models
Research economic conditions, industry trends, acquisitions and divestitures, and investment attributes of securities
Participate in due diligence meetings and discussions, communicate with clients, and respond to auditor questions
Design and draft client deliverables
Assist with fee proposals, scoping discussions, pitch materials, and pricing committee memoranda
Perform ad-hoc research, analytics, and project team support
Coordinate invoices, working paper files, and compliance/end-of-engagement closeout procedures
Participate in discussions with in-house and outside legal counsel
Assist with marketing initiatives for prospective and existing clients

Requirements

What you’ll need

Applicants must be authorized to work for ANY employer in the U.S.
Unable to sponsor or take over sponsorship of an employment Visa at this time
Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors
Graduation date between December 2026 and June 2027
Must be able to start July 2027
Strong analytical abilities
Excellent understanding of financial statement analysis, including 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
Exceptional work ethic

Benefits

Comp & perks

Competitive total compensation package
Discretionary incentive compensation may be included
Competitive benefits package