Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services (Complex Securities) - Multiple Locations
Atlanta, GA, USAAll locationsAtlanta, GA, USALos Angeles, CA, USASan Francisco, CA, USANew York, NY, USABoston, MA, USAChicago, IL, USADallas, TX, USAWashington DC, VA, USA On-site
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About the role
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 HL.com. As a Financial Analyst, you will research and analyze financial markets data, financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to develop complex financial models, draft client deliverables, participate in presenting analyses and conclusions, interact with clients on active engagements, and participate in the firm’s marketing efforts.
What you'll bring
- Minimum of one year of work experience at an accounting or valuation firm in a valuation capacity.
- Bachelor’s degree in Finance, Accounting, Business, or Applied Economics
- Strong analytical abilities.
- Previous working experience in financial reporting valuation, especially complex securities
- Master’s degree in a quantitative discipline (e.g., finance, statistics, mathematics, economics, engineering).
- Strong knowledge of financial instruments, derivative valuation theory, and statistical methods.
- Experience in valuing financial instruments with non-linear payoffs—including convertible bonds, warrants, derivatives, earn-outs, and complex capital structures—using closed-form solutions, binomial lattices, and Monte Carlo simulations in Python, R, or MATLAB.
- Strong analytical abilities including demonstrated ability to build complex numerical models using coding technics to value varied derivatives.
- Demonstrated history of building and improving models and processes to automate routine calculations using Python and VBA.
- Proficiency in working with large data sets, performing statistical analyses in Python, and presenting results using data visualization tools.
- Strong problem-solving skills and the ability to work through complex financial models to determine the key assumptions, implicit caveats and limitations.
- Strong knowledge of Excel, Python and other related tools used to build valuation models.