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Financial Analyst - Financial Advisory Services
Houlihan Lokey
San Francisco, CA, United States
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Houlihan Lokey (NYSE: HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of our commitment to client success across our advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters.
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.
Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide. Our primary FAS services include:
• Transaction Opinions & Valuation Advisory:
Fairness Opinions, Solvency and other Capital Adequacy Opinions, Valuation Opinions
Tax & Financial Reporting Valuation: Purchase Price Allocation, Goodwill Impairment, Equity-Based Compensation, Fresh-Start Accounting, Tangible Asset Valuation, Due Diligence Services
Portfolio Valuation & Fund Advisory: Fair Value Reporting, Derivatives Valuation & Risk Management, Investment Advisory Services
Transaction Advisory Services: Due Diligence Services, Buyer Services, Seller Services, Lender Services
Financial Consulting: Litigation Support & Financial Expert Opinions
Job Description (Portfolio Valuation Analyst)
Financial Analysts within our Portfolio Valuation & Advisory Services 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.
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 firm’s marketing efforts.
Responsibilities (Portfolio Valuation Analyst)
Supporting FAS portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, venture capital 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 FAS 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 FAS 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.
Qualifications (Portfolio Valuation Analyst)
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 Portfolio Valuation Financial Analyst will primarily support valuation professionals in the Portfolio Valuation & Advisory Services practice firm-wide, may occasionally be required to work on certain valuation engagements in other FAS services, and will gain broad exposure to a wide range of industries and situations.
The following general qualifications are required:
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
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
Equal Opportunity Employer M/F/D/V