Summer Research Intern, Portfolio Valuation

Business Unit:
Financial And Valuation Advisory Industry: Portfolio Valuation Overview 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

Financial and Valuation Advisory Over the past 50+ years, 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, including the Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

A B.A./B.S./B.B.A. candidate—Finance, Accounting, or Economic majors with a graduation date between December 2027 and June 2029 Coursework in accounting and finance

Strong analytical abilities and financial and computer skills (Excel in particular) A demonstrated ability to work cooperatively with all levels of staff Excellent verbal and written communication skills

• Observe valuation processes and methodologies used by analysts and shadow them for the purpose of learning
• Review reports used by analysts for the purpose of understanding valuation methods
• Conduct basic research on market trends and company performance
• Collect data from various sources to assist in valuation reports.
• Help with data entry and organizing documents, including working papers
• Attend team meetings and take notes for personal learning
• Assist with simple calculations or analyses as directed by analysts.

Houlihan Lokey’s Portfolio Valuation ("PV") practice is a leading advisor to many of the world’s largest asset managers who rely on our (i) strong reputation with regulators, auditors, and investors; (ii) private company, structured product, and derivative valuation experience; and (iii) independent voice. We rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our real-world transaction experience and market knowledge, from our dedicated global Financial and Valuation Advisory business.

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…