Houlihan Lokey - Experienced Careers
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Houlihan Lokey - Experienced Careers, Chicago, Illinois, United States, 60290
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 success across its advisory services. Within 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 complex securities in order to meet their investor and regulatory financial reporting requirements. Scope 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 and externally; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other assessments; attending due diligence meetings; and assisting with sales and marketing initiatives. Responsibilities Supporting portfolio valuation teams in providing valuations of illiquid debt and equity securities. Assisting in the preparation of fee proposals to clients. Participating in deal team brainstorming discussions and preparing information request lists. Reviewing client investment memoranda and financial models. Directing the efforts of financial analysts. Reviewing and compiling published financial information. Participating in due diligence meetings and communicating with clients. Researching relevant comparable public companies and M&A transactions. Compiling statistical summaries of companies’ financial information. Constructing and reviewing valuation and financial analyses. Presenting valuation analyses and conclusions to review committees and clients. Performing financial statement analysis and other assessments. Assisting with marketing initiatives for clients. Qualifications 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. A fundamental understanding of financial valuation theory and methodologies. Strong knowledge of Excel 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. Salary Range 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-$160,000.00. 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.
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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 success across its advisory services. Within 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 complex securities in order to meet their investor and regulatory financial reporting requirements. Scope 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 and externally; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other assessments; attending due diligence meetings; and assisting with sales and marketing initiatives. Responsibilities Supporting portfolio valuation teams in providing valuations of illiquid debt and equity securities. Assisting in the preparation of fee proposals to clients. Participating in deal team brainstorming discussions and preparing information request lists. Reviewing client investment memoranda and financial models. Directing the efforts of financial analysts. Reviewing and compiling published financial information. Participating in due diligence meetings and communicating with clients. Researching relevant comparable public companies and M&A transactions. Compiling statistical summaries of companies’ financial information. Constructing and reviewing valuation and financial analyses. Presenting valuation analyses and conclusions to review committees and clients. Performing financial statement analysis and other assessments. Assisting with marketing initiatives for clients. Qualifications 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. A fundamental understanding of financial valuation theory and methodologies. Strong knowledge of Excel 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. Salary Range 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-$160,000.00. 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.
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