Summer 2025 Financial Analyst, Corporate Valuation Advisory Services – Complex Securities, Multiple Locations

Business Unit:

Financial and Valuation Advisory

Industry:

CVAS - Corporate Valuation Advisory Services

Basic Qualifications

• Master student in a quantitative discipline (e.g., finance, statistics, mathematics, economics, engineering)
• Prior experience in financial reporting valuation
• A fundamental understanding of valuation theory, methodologies, and applications

Preferred Qualifications

• Strong knowledge of financial instruments, derivatives valuation theory, and statistical methods
• Keen analytical capabilities with high attention to detail
• Experience 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 either Python, R, or Matlab
• Experience working with large data sets, performing statistical analyses in Python, and presenting results with data visualization software such as Tableau
• Demonstrated history of building and improving models and processes that automate routine calculations using Python and VBA
• Passion for financial markets and data analysis
• A demonstrated ability to work cooperatively with all levels of staff
• Excellent verbal and written communication skills

Overview

The Corporate Valuation and Advisory Services (“CVAS”) team performs business valuations and intangible asset valuations in connection with mergers and acquisitions for financial and tax reporting and management planning requirements. Team members have expertise in finance and accounting and understand global valuation methodologies and best practices. The team delivers value to private equity and corporate clients across a wide range of industries. 

The CVAS practice’s Complex Securities team offers a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures.

Responsibilities

As a Summer/Winter Financial Analyst in the Corporate Valuation Advisory Services (CVAS) practice’s Complex Securities team, you will join a small, specialized, and fast-growing team serving corporate clients from a large variety of industries. You will collaborate with both junior and senior team members on client engagements to perform complex valuations of financial instruments (i.e., debt and derivatives) and create statistical analyses / models.  The key responsibilities and deliverables include:

• Develop quantitative models to value unique financial instruments
• Improve existing internal modelling processes
• Perform statistical and data analyses
• Present analyses and conclusions both internally and externally

Houlihan Lokey Overview

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 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.

Financial & Valuation and Advisory Overview

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, retained counsel, investors, and business owners we serve. In 2021, Refinitiv ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 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, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

We are an equal opportunity employer and 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.

Salary Range

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$70,000.00-$115,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

We are an equal opportunity employer and 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.