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Financial Analyst, Financial and Valuation Advisory – Portfolio Valuation (Hong Kong)

ExperiencedNo visa sponsorship
Houlihan Lokey logo

at Houlihan Lokey

Investment Banking

Posted 13 days ago

No clicks

**Financial Analyst, Portfolio Valuation – Hong Kong** Join Houlihan Lokey's top-ranked Financial and Valuation Advisory team in Hong Kong as a Financial Analyst. Key responsibilities include supporting portfolio valuation teams, conducting financial statement analysis, and developing complex financial models. Perform qualitative and quantitative assessments, review investment memoranda, and compile market data using tools like S&P Capital IQ and Bloomberg. Collaborate with senior professionals, present analyses, and communicate with clients. Requirements include 1-4 years of relevant experience, bachelor's degree in finance-related field, strong quantitative skills, proficiency in financial valuations, and bilingual English-Mandarin skills. Work permit in Hong Kong required.

Compensation
Not specified

Currency: Not specified

City
Hong Kong
Country
Hong Kong

Full Job Description

Business Unit:

Financial And Valuation Advisory

Industry:

Portfolio Valuation

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

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, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 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.

Houlihan Lokey is seeking an experienced Financial Analyst to join our Portfolio Valuation & Advisory Services practice in Hong Kong. Financial Analysts 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 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 on active engagements, and participate in the firms marketing efforts.

Responsibilities & Deliverables:

Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and private credit funds 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;

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;

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;

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;

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;

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;

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

Qualifications / Requirements

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 ideal candidate may have some of the following qualifications:

1 - 4 years of work experience at an accounting or valuation firm in a valuation capacity, or an investment bank

Bachelors degree in Finance, Accounting, Business, or Applied Economics

A fundamental understanding of financial valuation theory, methodologies and applications

Strong quantitative, financial and analytical abilities

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

Strong knowledge of Excel modeling, including integrated cash flow modeling

Ability to work independently in a fast-paced environment

Motivated and have the ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment

An exceptional work ethic

Excellent verbal and written communication skills in English and Mandarin are essential

Big Four, Independent Valuation Consultants, investment banking and/or transaction advisory services experience is a plus

International experience is also desirable, but not essential

Working permit in Hong Kong is required

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.

#LI-113773

Location: Hong Kong, China

Time Type: Full time

Financial Analyst, Financial and Valuation Advisory – Portfolio Valuation (Hong Kong)

Compensation

Not specified

City: Hong Kong

Country: Hong Kong

Houlihan Lokey logo
Investment Banking

13 days ago

No clicks

at Houlihan Lokey

ExperiencedNo visa sponsorship

**Financial Analyst, Portfolio Valuation – Hong Kong** Join Houlihan Lokey's top-ranked Financial and Valuation Advisory team in Hong Kong as a Financial Analyst. Key responsibilities include supporting portfolio valuation teams, conducting financial statement analysis, and developing complex financial models. Perform qualitative and quantitative assessments, review investment memoranda, and compile market data using tools like S&P Capital IQ and Bloomberg. Collaborate with senior professionals, present analyses, and communicate with clients. Requirements include 1-4 years of relevant experience, bachelor's degree in finance-related field, strong quantitative skills, proficiency in financial valuations, and bilingual English-Mandarin skills. Work permit in Hong Kong required.

Full Job Description

Business Unit:

Financial And Valuation Advisory

Industry:

Portfolio Valuation

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

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, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 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.

Houlihan Lokey is seeking an experienced Financial Analyst to join our Portfolio Valuation & Advisory Services practice in Hong Kong. Financial Analysts 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 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 on active engagements, and participate in the firms marketing efforts.

Responsibilities & Deliverables:

Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and private credit funds 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;

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;

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;

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;

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;

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;

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

Qualifications / Requirements

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 ideal candidate may have some of the following qualifications:

1 - 4 years of work experience at an accounting or valuation firm in a valuation capacity, or an investment bank

Bachelors degree in Finance, Accounting, Business, or Applied Economics

A fundamental understanding of financial valuation theory, methodologies and applications

Strong quantitative, financial and analytical abilities

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

Strong knowledge of Excel modeling, including integrated cash flow modeling

Ability to work independently in a fast-paced environment

Motivated and have the ability to work cooperatively with all levels of staff in a rapidly changing, demanding, but ultimately rewarding environment

An exceptional work ethic

Excellent verbal and written communication skills in English and Mandarin are essential

Big Four, Independent Valuation Consultants, investment banking and/or transaction advisory services experience is a plus

International experience is also desirable, but not essential

Working permit in Hong Kong is required

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.

#LI-113773

Location: Hong Kong, China

Time Type: Full time