2026 Financial Analyst (Class of 2026), Portfolio Valuation and Fund Advisory Services - Multiple Locations

Business Unit:

Financial And Valuation Advisory

Industry:

Portfolio Valuation

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Financial and Valuation Advisory

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 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2025 and June 2026
• Must be able to start July 2026
• Strong analytical abilities.
• 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.
• An exceptional work ethic.

Overview

Houlihan Lokey’s PV practice is well-recognized and regarded in the alternative asset valuation community. In 2022, the PV Practice received the HFM 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 honor in Europe in 2023 for the fourth consecutive time.  Houlihan Lokey has also received the HFM Asia Hedge Fund Services Award for “Best Valuation Firm,” for the third consecutive time underscoring the outstanding valuation services the firm provides its hedge fund clients around the world.

Within our PV 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 complex securities in order to meet their investor and regulatory financial reporting requirements.  Our market-leading practice has a strong reputation 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 real-world transaction experience and market knowledge.

Financial Analysts within our PV 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.

Responsibilities

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. As a Financial Analyst, you will research and analyze financial markets data, financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to develop complex financial models, draft client deliverables, participate in presenting analyses and conclusions, interact with clients o