Job Description

FINANCIAL AND VALUATION ADVISORY: ASSOCIATE, FUND OPINIONS

Houlihan Lokey 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 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.  For more information, please visit www.HL.com.

Over the past 40 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.

JOB PURPOSE:

As the No. 1 global M&A fairness opinion advisor over the past 20 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions.  Our dedicated Fund Opinions group delivers fairness opinions and valuation advisory services to financial sponsors, including private equity funds, hedge funds, and credit funds. We provide advice to these sponsors across a variety of situations, including mergers, acquisitions, fund recapitalizations, and other portfolio company transactions.

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 (e.g. buyout, venture capital, credit, etc.).  The group partners with other internal teams (i.e. M&A, industry groups, etc.) to deliver fairness and transaction-based valuation opinions as well as other advisory services to our clients.

RESPONSIBILITIES & DELIVERABLES:

• 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 methods including comparable company analysis, precedent transactions, and discounted cash flow analysis

• Supervise and review analyst deliverables on client engagements

• Communicate project updates and deadlines to analysts

• Lead client due diligence calls

• 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

• Participate in business development initiatives

• Support relationships with current and prospective clients

BASIC REQUIREMENTS:

• An undergraduate degree in finance, accounting, economics or a related field

• 4-8 years of investment banking, valuation or related experience

• Strong accounting, finance, financial modeling and analytical abilities

PREFERRED REQUIREMENTS:

• 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

EQUAL OPPORTUNITY EMPLOYER M/F/D/V

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