Associate, Fund Opinions

Business Unit:
Financial And Valuation Advisory

Industry: Fund Opinions Overview

Our dedicated Fund Opinions (FO) group works with financial sponsors across a range of transactions, including Continuation Vehicles, cross‑fund transactions, and portfolio company mergers. The team reviews the client’s transaction, analyzes the applicable investment(s) and delivers fairness opinions and related valuation advisory services to assist the client’s transaction approval process and investor communications. The group’s clients include leading private equity, credit, venture capital, infrastructure and hedge funds.

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.

• Analyze and explain historical and projected financial information
• Perform business and financial due diligence
• Conduct industry, competitor, and sub‑sector research
• Perform complex valuation projects utilizing comparable company analysis, precedent transactions, and discounted cash flow analysis
• Build complex financial models in Excel to assess cash flows of a company and/or value specific securities
• Prepare client/internal board review PowerPoint presentations supporting advice and opinions
• Proactively manage, mentor and develop Analysts by providing ongoing coaching, technical guidance, performance feedback and professional development support
• Assist and support officers with the execution of business development initiatives
• Support officers with maintaining relationships with current and prospective clients

• An undergraduate degree in finance, accounting, economics or a related field
• 3‑4 years of investment banking, valuation or related experience
• Strong accounting, finance, financial modeling and analytical abilities

• 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 discretionary incentive compensation. The firm’s salary range for this role at the time of posting is $150,000 – $170,000. Actual salary at the time of hire may vary.

Houlihan Lokey provides a competitive benefits package.

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.