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Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Atlanta, GA or Dallas, TX

  • Job
    Junior Level
  • Accounting & Tax
    Banking & Finance
  • $70K - $120K
  • Atlanta, +1
  • Quick Apply

AI generated summary

  • You must have at least one year of valuation experience with a Bachelor's degree in Finance or related field. Strong analytical skills, Excel modeling proficiency, and excellent communication are essential. Experience with Big Four firms is a plus.
  • You will support FVA portfolio valuation teams, analyze financial statements, compile financial information, perform valuation analyses, research industry trends, assist in client deliverables, and participate in due diligence meetings.


  • Basic Qualifications:
  • Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.
  • Bachelor’s degree in Finance, Accounting, Business, or Applied Economics
  • Strong analytical abilities.
  • Preferred Qualifications:
  • 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.
  • Ability to work independently in a fast-paced environment.
  • An exceptional work ethic.
  • Big Four, Independent Valuation Consultants, and/or transaction advisory services experience is a plus.


  • 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; and
  • Assisting with marketing initiatives for prospective and existing clients


What kind of clients will I be working with as an Experienced Financial Analyst in Portfolio Valuation and Fund Advisory Services?

As an Experienced Financial Analyst in Portfolio Valuation and Fund Advisory Services, you will be working with clients such as hedge funds, private equity funds, direct lending funds, business development companies, and other asset managers. These clients rely on us for valuations of illiquid debt, equity, and complex securities to meet their financial reporting requirements.

What are the main responsibilities of an Experienced Financial Analyst in Portfolio Valuation and Fund Advisory Services?

Some of the main responsibilities include supporting Portfolio Valuation teams, conducting financial statement analysis, reviewing client investment memoranda, compiling financial information, constructing valuation and financial analyses, participating in due diligence meetings, assisting in client deliverables, preparing fee proposals, conducting ad-hoc research and analysis, and participating in marketing initiatives.

What qualifications are required for the role of an Experienced Financial Analyst in Portfolio Valuation and Fund Advisory Services?

The basic qualifications include a minimum of one year of work experience at an accounting or valuation firm in a valuation capacity, a Bachelor's degree in Finance, Accounting, Business, or Applied Economics, and strong analytical abilities. Preferred qualifications include an understanding of financial statement analysis, financial valuation theory, Excel modeling, excellent communication skills, ability to work cooperatively in a team, ability to work independently in a fast-paced environment, and a strong work ethic. Experience with Big Four firms, Independent Valuation Consultants, or transaction advisory services is a plus.

Founded Year

Mission & Purpose

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, 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. Houlihan Lokey is the No. 1 M&A advisor for the past six consecutive years in the U.S., the No. 1 global restructuring advisor for the past seven consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on a number of transactions and according to data provided by Refinitiv.