Financial Analyst - Financial And Valuation Advisory (Portfolio Valuation)

Business Unit

Financial and Valuation Advisory
Industry

PV - Portfolio Valuation

Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve.

In 2021, our Corporate Finance practice was the #1 global M&A advisor based on number of transactions closed, our Financial Restructuring practice is the #1 global restructuring advisor based on both dollar value and number of transactions closed and our Financial and Valuation Advisory practice is the #1 global fairness opinion advisor measured over the last twenty years based on the number of transactions closed.

Within our Financial and Valuation Advisory (FVA) practice, our stability, integrity, technical leadership, and global capabilities make 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, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.
Portfolio Valuation & Fund Advisory Services

Houlihan Lokey’s Portfolio Valuation and Fund Advisory Services practice is a leading advisor to many of the world’s largest asset managers who rely on our (i) strong reputation with regulators, auditors, and investors; (ii) private company, structured product, and derivative valuation experience; and (iii) independent voice. 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 real-world transaction experience and market knowledge, from our dedicated global Financial and Valuation Advisory business.
Scope of the Portfolio Valuation & Fund Advisory Financial Analyst

Financial Analysts within our Portfolio Valuation & Fund Advisory Services practice are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you broad exposure to many issues and concerns affecting businesses today.

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 complex businesses, securities, and transaction structures.

The Portfolio Valuation Financial Analyst will primarily support valuation professionals in the Portfolio Valuation & Advisory Services practice firm-wide, may occasionally be required to work on certain valuation engagements in other FVA services, and will gain broad exposure to a wide range of industries and situations.
Responsibilities (Portfolio Valuation Financial Analyst)

• Supporting global 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;


• 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;

Qualifications (Portfolio Valuation Analyst)

The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff 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 or Master’s degree (in Finance a plus)


• Understanding of alternative investment strategies and products across equity, preferred credit, real estate and other asset classes

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• Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.


• Strong analytical abilities


• Fluent in English (excellent verbal and written communication skills)

Preferred Qualifications

• Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations


• Chartered Accountant or CFA professional designation, or progress towards, preferred but not required


• A fundamental understanding of financial valuation theory, methodologies, and applications (including CapIQ, Bloomberg, etc.)


• Strong knowledge of Excel modeling and experience in building valuation models (DCF, Market approach and Option Models)


• Demonstrated ability to work cooperatively with team members


• Ability to work independently in a fast-paced environment


• An exceptional work ethic


• Big Four or Independent Valuation experience and training is a plus

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.