Associate, Fund Opinions

Fund Opinions Associate

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

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.

The open position is for an Associate in the New York or Chicago office who will be dedicated to executing client engagements as well as growing Houlihan Lokey's Fund Opinions practice. As an Associate, you will join a team that focuses on complex analytics, financial models and valuation across a wide range of industries and asset classes. The group frequently partners with other internal teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other advisory services to our clients.

Responsibilities include analyzing and explaining historical and projected financial information, performing business and financial due diligence, conducting industry, competitor, and sub-sector research, performing complex valuation projects utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis, building complex financial models in excel to assess cash flows of a company and/or value specific securities, preparing client/internal board review PowerPoint presentations supporting advice and opinions, proactively managing, mentoring and developing analysts by providing ongoing coaching, technical guidance, performance feedback and professional development support, assisting and supporting officers with the execution of business development initiatives, and supporting officers with maintaining relationships with current and prospective clients.

Basic qualifications include an undergraduate degree in finance, accounting, economics or a related field, 3-4 years of investment banking, valuation or related experience, and strong accounting, finance, financial modeling and analytical abilities. Preferred qualifications include the ability to lead projects and client meetings, experience supervising analysts on client engagements, 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.

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:

$150,000 - $170,000

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.