2027 Financial Analyst (Class of 2027), Portfolio Valuation and Fund Advisory Services - Chicago

About the role

Financial Analyst in Houlihan Lokey’s Portfolio Valuation practice in Chicago, supporting valuation engagements for illiquid debt and equity securities held by alternative investment funds. The role combines financial statement analysis, market research, Excel modeling, valuation work, client deliverables, due diligence, and client communication, with a July 2027 start.

Responsibilities

• Support portfolio valuation teams valuing illiquid debt and equity securities for alternative investment funds’ fair-value reporting.
• Analyze financial statements, markets, industries, transactions, and investment attributes of publicly and privately held securities.
• Review investment memoranda, board presentations, agreements, financial models, filings, press releases, analyst research, and Bloomberg data.
• Identify comparable companies and transactions; construct guideline public company, precedent transaction, and discounted cash flow analyses.
• Prepare financial summaries, ratios, valuation analyses, and client deliverables; participate in due diligence and client discussions.
• Assist with proposals, pitches, pricing memoranda, marketing, legal discussions, invoicing, working papers, and engagement closeout procedures.

Team and Exposure

• Join fully integrated engagement teams supporting portfolio valuation and broader financial and valuation advisory projects.
• Work with hedge funds, private equity funds, direct lending funds, business development companies, and other asset managers.
• Gain exposure to illiquid debt, equity, complex securities, diverse industries, and alternative investment valuation requirements.