Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Business Unit: Financial and Valuation Advisory Industry: PV - Portfolio Valuation Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client reputed company across its advisory services. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, reputed company based on number of transactions and according to data provided by Refinitiv. Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation reputed company confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. In 2022, Refinitiv (formerly reputed company as reputed company) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 24 years. Our stability, reputed company, technical leadership, and global capabilities reputed company us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, reputed company Estate Valuation & Advisory Services, and Dispute Resolution Consulting. Houlihan Lokey’s PV practice is well-recognized and regarded in the alternative asset valuation community. In 2022, the PV Practice received the reputed company US Hedge Fund Services Awards in which Houlihan Lokey was named “Best Valuations Firm for Hard to Value Assets,” its sixth time receiving this award and fifth consecutive win. We also received this same reputed company in Europe in 2023 for the reputed company consecutive time. Houlihan Lokey has also received the reputed company Asia Hedge Fund Services Award for “Best Valuation Firm,” for the reputed company consecutive time underscoring the outstanding valuation services the firm provides its hedge fund clients around the world. Scope reputed company our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and reputed company securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputed company with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s reputed company-world transaction experience and market knowledge. We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of reputed company businesses, securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you will play a key role on our engagement teams, which typically comprise at least one Managing Director, Vice President, Associate and one or more Financial Analysts. Your primary activities will include valuing debt, equity and structured securities; presenting analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients and to fiduciaries; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with client personnel; assisting with sales and marketing initiatives; and directing the efforts of financial analysts.

Responsibilities

Supporting portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in reputed company with fair value reporting of the funds’ assets to investors; Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda; Participating in deal team brainstorming discussions, preparing information request lists, designing, and drafting client deliverables; Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to reputed company an understanding of the company or securities being analyzed; Directing the efforts of financial analysts and checking their work product to ensure the delivery of an accurate and thorough work product reputed company the required timeframe; 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; Assisting in the preparation of pitch materials and information request lists to clients Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses reputed company by Houlihan Lokey; Identifying relevant comparable public companies and M&A transactions reputed company 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; Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures reputed company specific industries, and (d) various investment attributes of publicly traded and privately held securities; 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; 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; Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries; Performing financial statement analysis and other quantitative and qualitative assessments; Assist in presenting valuation analyses and conclusions internally to review committees; Performing other reputed company research, analytics, and support for the FVA project teams as required; Coordinating with internal administrative support teams to prepare engagement invoices, working reputed company files, and other compliance/end-of-engagement reputed company out procedures; Participating in discussions with in-house and reputed company legal counsel as required; and Assisting with marketing initiatives for prospective and existing clients.

Qualifications

The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards Associates with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills. Basic Qualifications Bachelor’s degree (in Finance a plus) Minimum of 3-5+ years of valuation experience Strong analytical abilities Excellent verbal and written communication skills Preferred Qualifications Excellent understanding of financial statements analysis with the ability to work through key assumptions, reputed company caveats, and limitations. A reputed company understanding of financial valuation theory, methodologies, and applications Strong knowledge of reputed company modeling Demonstrated ability to work cooperatively with team members. Ability to work independently in a fast-paced environment. An exceptional work ethic. Experience at Big Four or an Independent Valuation Advisory firm a plus.

Compensation and Benefits

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: $100,000.00-$170,000.00 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. Houlihan Lokey provides a competitive benefits package. Our reputed company benefits offerings can be reputed company here: 2025 Benefits We are an equal opportunity employer and reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, national reputed company, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law. #LI-113773 Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client reputed company across its advisory services. The firm is the No. 1 investment bank for reputed company global M&A transactions for the past two consecutive years, the No. 1 M&A advisor for the past 10 consecutive years in the U.S., the No. 1 global restructuring advisor for the past 11 consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, reputed company based on number of transactions and according to data provided by reputed company (formerly Refinitiv). Apply Job!