Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations

Houlihan Lokeyover 1 year ago
Dallas, Texas, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

Houlihan Lokey, a leading global investment bank, is seeking a Financial Analyst to join its Portfolio Valuation & Advisory Services practice, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies.

Key Responsibilities

  • Supporting portfolio valuation teams in providing valuations of illiquid securities.
  • Performing financial statement analysis and other quantitative assessments.
  • Reviewing client investment memoranda, presentations, and financial models.
  • Compiling statistical summaries and computing financial ratios.
  • Constructing and reviewing valuation analyses using proprietary models.
  • Researching economic conditions, industry trends, and investment attributes.
  • Participating in due diligence meetings and communicating with clients.
  • Designing and drafting client deliverables.
  • Assisting in fee proposals and marketing initiatives.

Required Qualifications

  • 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 Qualifications

  • Excellent understanding of financial statements analysis.
  • Fundamental understanding of financial valuation theory and methodologies.
  • Strong knowledge of Excel modeling, including integrated cash flow modeling.
  • Excellent verbal and written communication skills.
  • 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.

Compensation

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$70,000.00-$120,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Equal Opportunity Employer

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Required Skills

Data Analysis
Fund Advisory Services
Financial Statement Analysis
Financial Analysis
Excel Modeling
Financial Modeling
Portfolio Valuation
Valuation