2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Multiple Lo
$80k - $95kUS.020 Houlihan Lokey Financial Advisors, Inc.
Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation 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, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, 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. Qualifications Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or similar majors with a graduation date between December 2026 and June 2027 Must be able to start July 2027 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 Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies 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 Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations 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 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 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 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 Designing and drafting client deliverables Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda Performing other ad-hoc research, analytics, and support for the FVA project teams as required Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures Participating in discussions with in-house and outside legal counsel as required Assisting with marketing initiatives for prospective and existing clients Compensation and Benefits 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: $80,000 - $95,000 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: 2026 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. 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. #J-18808-Ljbffr US.020 Houlihan Lokey Financial Advisors, Inc.
$95k
...and their portfolio companies and... .... Our services include mergers... ...acquisitions advisory, private funds and capital... ..., and valuations and fairness... ...Responsibilities: The VOG Analyst Intern... ..., other financial analyses,... ...across multiple geographies... ...on May 17, 2027, and continue...SuggestedFull timeSummer workInternshipSummer internshipCurrently hiringWork at officeRemote workWork visaMonday to Thursday$110k
...Finance Industry: Business Services Overview Houlihan Lokey, Inc... ...delivering independent strategic and financial advice to corporations,... ..., and financial and valuation advisory. Our unmatched transaction volumes... .... Job Description As an Analyst, you will work on corporate...SuggestedInternship$75k - $120k
...US.020 Houlihan Lokey Financial Advisors, Inc. is looking for a Financial Analyst to support their Portfolio Valuation & Advisory Services practice in Atlanta, GA. This role includes analyzing financial markets, developing financial models, and supporting valuation teams...Suggested$175k
...products and services to clients and... ...research and financial modeling, apply valuation methods, and... ...guidance to analysts’ work. Build... ...knowledge of multiple client sectors... ...026 and June 2027. Internship... ...across asset classes and markets throughout... .... We provide advisory services,...SuggestedFull timeWork experience placementSummer workInternshipSummer internshipCurrently hiringWork at officeWork visa- 2027 Investment Banking Summer Analyst (New York, NY) 2027 Investment... ...Overview Citizens Financial Group, Inc. is... ...products and services to individuals,... ...Capital Markets & Advisory (“CM&A) is... ...engagement teams across multiple industries,... ..., and other valuation analyses Transaction...SuggestedPermanent employmentFull timeSummer workInternshipWork at office
- ...Summer Analyst ProgramOur Summer Analyst... ...should not create multiple email addresses to... ...world's leading financial institutions. We... ...including mutual funds, hedge funds, pension... ...investment and advisory services. With over $3 trillion... ...across asset classes and regions, and...ApprenticeshipSummer workSummer internship
$100k
...Securities is the full-service corporate and... ...banking arm of Truist Financial Corporation (NYSE:... ...Finance - Analyst Program begins with... ...Post close of a debt funded transaction, Wholesale... ...across their portfolios. WCD Analysts career... ...2026 through June 2027 Overall GPA of 3...Permanent employmentFull timePart timeInternshipSummer internshipH1b- ...venture anchor funds, an Evergreen equity... ...investors and advisory firms, in a... ...seeking a full-time Analyst to join our... ..., client service, or investor relations... ...ideally within financial services,... ...prioritize across multiple concurrent workflows... ...the investor portfolio. Contribute to...Full timeWork at office
- ...for you. Joining our Summer Analyst Program means you will be joining... ...the firm to provide first-class service. Our nine-week program kicks... ...help clients achieve their financial goals by delivering the right... ...graduation date between December 2027 and June 2028. Currently...Full timeTraineeshipSummer workImmediate startVisa sponsorship
- ...Kroll's Global Portfolio Valuation Team and gain... ...of Valuation Advisory. We are seeking... ...valuation advisory services to the... ...about solving financial problems through... ...Portfolio Valuation Analyst. Portfolio... ...and hedge funds, business development... ...flow, market multiple, market...Visa sponsorship
- The KPMG Advisory practice is at the forefront of transformation... ..., a world-class training facility, and... ...in Accounting Advisory Services for our Deal Advisory... ...accounting requirements and financial restatementsAssist... ...bankruptcyWork with valuation advisors to assess the...H1bLocal area
$115k
...banking products and services to clients and... ...research and financial modeling, apply core valuation methods, and... ...less experienced Analysts.... ...teaching subsequent classes of analysts, imparting... ...noticeAbility to work on multiple projects... .... We provide advisory services, strategies...Temporary workSummer internship$91k - $114k
...ABOUT REINVESTMENT FUND: At... ...community development financial institution (CDFI... ...goods and services that include access... ...Commercial Loan Portfolio Manager to... ...loans and asset classes under management... ...vary depending on multiple individualized... ...Reinvestment Fund is an advisory affiliate of...Work at officeLocal areaRemote workFlexible hours$69.5k - $81k
...Intern Conversion only- Retirement Actuarial Analyst- 2027 ~202605027 ~New York, United... ...determine the right approach to designing, funding, investing, governing and employee... ...demonstrates strong technical and/or client service skills ~ Passion for solving problems...Full timeTemporary workWork experience placementInternshipSummer internshipH1b$100k
...Securities is the full-service corporate and investment... ...banking arm of Truist Financial Corporation (NYSE: TFC)... ...Banking Asset Finance Group Analyst Program begins with up... ..., Asset Management, Portfolio Management and... ...December 2026 or May/June 2027 Proven analytical ability...Permanent employmentFull timePart timeInternshipH1bShift workDay shift$32 - $37 per hour
...delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert... ...Transactions FP&A and Strategic Financial Analysis Finance Transformation & Process... ...and information systems on key classes of business transactions Interest in...Hourly payWork experience placementInternshipSummer internshipWork at office$175k
...banking products and services to clients and... ...research and financial modeling, apply valuation methods, and... ...provide guidance to Analysts’ work.Build... ...knowledge of multiple client sectors.... ...relationships across asset classes and markets... .... We provide advisory services,...Temporary workWork experience placementSummer workSummer internship$100k
...Overview Truist Securities is the full-service corporate and investment banking arm of Truist Financial Corporation (NYSE: TFC), one of... ...and Investment Banking Analyst Program begins with up to seven... ...graduation of December 2026 or May/June 2027 Proven analytical ability and...Permanent employmentFull timePart timeBank staffInternshipH1bShift workDay shift- ...Horizons of Tax, Valuation, and Business Expertise... ..., and Business Advisory. We stand as a... ...among professional services organizations. You... ...equip you with world-class education,... ...practice oversee multiple engagement teams for... ...Alternative Investment Fund Principals, Trusts...Full timeWork experience placementInternshipPrivate practiceH1bLocal areaWork visa
- ...Responsible for the financial analysis, risk... ..., on-going portfolio maintenance... ...all CRE asset classes and a working... ...through closing and funding phase.Ensures... ...across servicing and functional... ...Mentors and coaches Analysts, Associates,... ...to handle multiple priorities under...Full timePart timeWork experience placementWork at officeShift workDay shift
- Principal, Portfolio ServicesSkip to main... ..., Portfolio Services page is... ...as Custodians, Fund Accounting Agents... ...globally across multiple IDS global functions... ...analysis of financial statements,... ..., settlement, valuation, cash... ...Certify Financial Analyst (CFA) or Professional...Full timePart timeWork experience placementWork at officeFlexible hours
$154.5k - $302k
...operational, financial and capital needs... ...serve it. Our services are designed... ...of real estate advisory services... ...due diligence, valuation, lease consulting... ..., opportunity funds, insurance companies... ...for a portfolio of clients of... ...experience managing multiple client...Full timeWork at office- ...Managing Director, Transaction Advisory Services is an essential team member... ...Serves as a member of multiple client engagement teams, participating... ...reflected in their financial models, and assists clients... ...allocation to the ESOP is fully funded by BDO through investments in...Work at office
$181.73k - $213.8k
...better and smarter financial decisions and... ...DescriptionCorporate Banking Portfolio Management Team... ...and a Credit Analyst for the Asset Based... ...enhance efficiency and service quality.Foster collaboration across multiple business lines and... ...1(k) and employer-funded retirement...Full timeLocal area3 days per week- ...The Manager of Fund Accounting is responsible... ...managing the activities of multiple clients assigned,... ...the accounting, financial reporting, investor... ...Prepares and reviews portfolio accounts, valuation, fee calculations and... ..., as well as service providers that work...Local area
$150k - $200k
...join their Transaction Opinions & Board Advisory team in Atlanta. This role focuses on delivering... ...transaction opinions and advisory services across M&A, restructuring, and other... ...candidate should possess strong analytical and financial modeling skills, with a degree in...- ...is an eye care services organization... ...private equity fund in Chicago with... ...targets, financial and operational... ...equity backed portfolio company in the... ...already have multiple years of financial... ..., transaction advisory services, investment... ...accounting, valuation, and business...Temporary workWork experience placement
$175k - $225k
...FinanceIndustry:Business Services OverviewHoulihan... ...independent strategic and financial advice to... ...restructuring, and financial and valuation advisory. Our unmatched... ...Associate, and Financial Analyst. The Business... ...environment, managing multiple project deliverables...Full timeWork at office$175k - $225k
...opportunity for a better financial future.We will do this... ...across a number of portfolios. Its flagship, the Voya Mortgage Investment Fund, is one of the largest... ...risk transfers, mortgage servicing rights, and non-agency... ...structure, risk, and valuation; a proactive, can-do...Full timePart timeWork experience placementWork at officeLocal areaFlexible hours- ...more at Colliers International. Join our team as a Mortgage Portfolio Servicing Analyst in Atlanta, GA. Who you are: As a real estate sales... ...Company loans preferred. Experience with CREFC methodology in Financial Statement Analysis. Thorough understanding of Key...
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