Job description


  • Entry level
  • No Education
  • Salary to negotiate
  • New York City




Over the past 40 years, Houlihan Lokey has established one of the largest worldwide financial 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 2018, Thomson Reuters ranked us the No. 1 U.S. 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 Transaction Opinions, Transaction Advisory Services,CorporateValuation and Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, Dispute Resolution Consulting, and Tech+IP Advisory.

Our stability, integrity, technical leadership and global capabilities make us a trusted advisor for clients worldwide. Our primary FAS services include:

- Transaction Opinions: Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions

- Transaction Advisory Services: Purchase Price Allocation, Goodwill Impairment, Equity-Based Compensation, Fresh-Start Accounting, Tangible Asset Valuation, Due Diligence Services

- Portfolio Valuation & Advisory Services: Fair Value Reporting, Derivatives Valuation & Risk Management, Investment Advisory Services

- Financial Consulting: Litigation Support & Financial Expert Opinions


The Financial Analyst position presents an excellent career opportunity for you to join our rapidly growing firm. Financial Analysts within our Financial Valuation Advisory business are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you a 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 advisory challenges, including the valuation of complex securities. You will also have an opportunity to interact with clients on active engagements and participate in the firm’s marketing efforts.After completing training specific to certain databases and tools, your general responsibilities will include the following:

- Analyzing and valuing various structured products, loans, and other illiquid securities

- Determining relevant valuation assumptions based on historical performance, collateral type, and economic scenarios

- Utilizing a discounted cash flows framework to derive value indications at appropriate market yields

- Performing market research; calibrating proprietary valuation models to incorporate market-based assumptions, including home price appreciation, prepayment rates, and foreclosure timelines

- Reviewing and compiling published financial information, such as industry research reports, remittance data, and Bloomberg data across a wide range of asset classes

- Assisting in the preparation of client deliverables including pitch materials and information requests

- Participating in due diligence meetings/discussions and assisting in responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey

- Participating in 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 and other quantitative and qualitative assessments as required

- Researching and providing initial draft on (a) general economic conditions, (b) industry-specific conditions and trends, and (c) various investment attributes of illiquid securities

- Assisting with sales and marketing initiatives for prospective and existing clients

- Performing other ad-hoc research, analytics, and support for the FVA project teams as required


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.The Financial Analyst will primarily support Structured Products valuation professionals in the Portfolio Valuation & Advisory Services practice and will gain broad exposure to a wide range of assets

The following general qualifications are required:

- The ideal candidate should have 1-3 years of work experience

- Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field

- A fundamental understanding of financial valuation theory, methodologies, and applications

- Understanding of basic probability and statistical concepts

- Strong analytical abilities including demonstrated ability to model discounted cash flows

- Strong problem solving skills and the ability to work through complex financial models to determine the key assumptions, implicit caveats and limitations

- Strong knowledge of Excel

- Excellent verbal and written communication skills; ability to prepare reports and presentations to team and clients, including graphic and written sections

- Demonstrated ability to work cooperatively with team members

- Ability to work independently in a fast paced environment

- An exceptional work ethic and attention to detail

- Ability to manage multiple projects and interact with clients and internal management

- Flexibility to travel to client site for due diligence meetings as required

The following specific qualifications are desirable but not required:

- Knowledge of multiple valuation techniques

- Knowledge of various structured products including Residential and Commercial Mortgage Securities (RMBS and CMBS), Asset-Backed Securities (ABS), and Collateralized Loan Obligations (CLO)

- Knowledge of and experience with statistical packages and data sources such as Intex and Bloomberg

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