Business Unit:

Financial And Valuation Advisory

Industry:

Fund Opinions

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.

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Basic Qualifications

• Finance or Accounting majors with a graduation date between December 2027 and June 2028

• Strong accounting, finance, financial modeling, and analytical abilities

Preferred Qualifications

• Strong qualitative and quantitative research skills

• Excellent oral and written communication skills

• Intellectual curiosity and a results-driven professional

• A very strong work ethic, organizational skills, and ability to multi-task in a deadline-driven environment

• Ability to work independently and a good team player

Overview

Our dedicated Fund Opinions (“FO”) practice delivers fairness opinions and valuation advisory services to financial sponsors, including private equity funds, hedge funds, and credit funds. FO provides advice to these sponsors across a variety of situations, including mergers, acquisitions, fund recapitalizations, and other portfolio company transactions.

Responsibilities

As a Summer Financial Analyst, you will join a team that focuses on complex analytics, financial models, and valuation across a wide range of industries and asset classes (e.g., buyout, venture capital, credit, etc.). The group partners with other internal teams (i.e., M&A, industry groups, etc.) to deliver fairness and transaction-based valuation opinions as well as other advisory services to our clients. The responsibilities of a Summer Financial Analyst include:

• Analyze and explain historical and projected financial information

• Perform business and financial due diligence

• Conduct industry, competitor, and sub-sector research

• Perform complex valuation projects utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis

• Build complex financial models in excel to assess cash flows of a company and/or value specific securities

• Prepare client/internal board review PowerPoint presentations supporting advice and opinions

• Participate in business development initiatives

• Support relationships with current and prospective clients

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$115,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

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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Location: New York, NY, USA

Time Type: Full time