Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations
Core
Financial Analyst supporting portfolio valuation teams in valuing illiquid debt and equity securities for hedge funds, private equity funds, and business development companies to meet fair value reporting requirements.
Role type
Financial Analyst (Portfolio Valuation & Advisory Services)
Builds
Valuation reports, financial models, and client deliverables for alternative asset funds
Domain
Financial Services / Portfolio Valuation / Hedge Funds & Private Equity
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, Financial modeling (Excel), Valuation methodologies (DCF, guideline companies, precedent transactions), Data research (Bloomberg, S&P Capital IQ), Financial ratio analysis, Due diligence support, Client communication, Regulatory reporting support
Preferred skills
Big Four or Independent Valuation Consultants experience, Complex securities valuation, Integrated cash flow modeling, Strategic thinking
Technologies
Excel, Bloomberg, S&P Capital IQ, Houlihan Lokey proprietary models
Responsibilities
Review client investment memoranda and financial agreements to understand analyzed companies; Construct and review valuation analyses including DCF and guideline precedent transactions; Research economic and industry conditions and investment attributes; Participate in due diligence meetings and respond to auditor questions; Design and draft client deliverables; Assist in preparing fee proposals and pitch materials.
Seniority
Junior to Mid-level, hands-on IC