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

Houlihan Lokey is a leading global investment bank providing strategic and financial advice across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. The Financial Analyst will support portfolio valuation teams by analyzing financial statements, markets, securities, and industry data; developing valuation models; preparing client deliverables; participating in client and auditor discussions; and assisting with proposals and marketing initiatives.

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

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
• Financial Statement Analysis
• Financial Valuation
• Valuation Methodologies
• Excel Modeling
• Integrated Cash Flow Modeling
• Big Four Experience
• Independent Valuation Consulting
• Transaction Advisory Services
• Verbal Communication
• Written Communication
• Teamwork
• Independent Work
• Adaptability
• Work Ethic

Benefits

• Discretionary incentive compensation may be included as an additional component of the total compensation package.

Company

• Global investment bank for M&A, restructuring, and capital solutions
• Los Angeles, California, USA
• https://www.hl.com/
• Founded in 1972
• 1001-5000 employees

Qualifications

• The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills
• 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
• Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time
• 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
• Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.

Required skills

• Excel Financial Modeling, Financial Statement Analysis, Financial Valuation, Integrated Cash Flow Modeling, Valuation Firm Experience

Preferred skills

• Ability to work independently in a fast-paced environment, An exceptional work ethic, Demonstrated ability to work cooperatively with team members, Excellent verbal and written communication skills

Experience

• 1+ years