Financial Analyst; Class of , Portfolio Valuation and Fund Advisory Services - Dallas

2026 Financial Analyst (Class of 2026), Portfolio Valuation and Fund Advisory Services - Dallas

Overview

Houlihan Lokey, Inc. (NYSE:

HLI) is a global investment bank specializing in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. The firm serves corporations, institutions, and governments worldwide, operating across the Americas, Europe, the Middle East, and the Asia-Pacific region. Houlihan Lokey is recognized as a top M&A advisor and global restructuring specialist, and is respected for its expertise in financial and valuation advisory services, including portfolio valuation and fund advisory.

Business Unit
:
Financial and Valuation Advisory
Industry
:
Portfolio Valuation

Qualifications

• Bachelor’s degree in Finance, Accounting, Data Analytics, Financial Engineering, Mathematics, or a related major with graduation between December 2025 and June 2026
• Availability to start July 2026
• Strong analytical abilities and a deep understanding of financial statement analysis
• Fundamental knowledge of financial valuation theory, methodologies, and applications
• Proficiency in Excel modeling, including integrated cash‑flow modeling
• Excellent verbal and written communication skills
• Demonstrated teamwork and collaboration skills
• Exceptional work ethic and attention to detail

Responsibilities

• Support portfolio valuation teams in valuing illiquid debt and equity securities for hedge funds, private equity funds, and business development companies
• Perform detailed financial statement analysis and other quantitative and qualitative assessments
• Review client investment memoranda, board presentations, debt and equity agreements, and financial models to understand the entities or securities under analysis
• Compile statistical summaries and financial ratios, and present findings using standard formats
• Research public company filings, press releases, analyst reports, and Bloomberg data across industries and sectors
• Identify comparable public companies and M&A transactions using S&P Capital IQ, Bloomberg, and other information services
• Construct and review valuation analyses, including guideline public companies, precedent transactions, and discounted cash‑flow models using proprietary firm models
• Provide research on macroeconomic conditions, industry trends, and investment attributes of securities
• Participate in due diligence meetings, communicate with clients, and address auditor queries concerning valuation analyses
• Design and draft client deliverables and assist in preparing fee proposals and pitch materials
• Perform ad‑hoc research and analytics to support project teams as required
• Coordinate with administrative support for engagement invoicing and compliance procedures
• Engage with in‑house and outside legal counsel as needed
• Assist with marketing initiatives for prospective and existing clients

Compensation and Benefits

Competitive total compensation ranging from $75,000 to $110,000, with actual salary based on qualifications, skills, and location. The firm offers a comprehensive benefits package, including discretionary incentive compensation where applicable.

We are an equal‑opportunity employer. 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.