Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations
Core
Financial Analyst supporting Portfolio Valuation teams in valuing illiquid debt, equity, and complex securities for hedge funds, private equity, and business development companies to meet investor and regulatory reporting requirements.
Role type
Senior IC financial analyst (valuation)
Builds
Client deliverables including valuation reports, financial models, and investment memoranda for alternative asset funds.
Domain
Financial services / Portfolio Valuation / Hedge Funds & Private Equity
Required skills
Financial statement analysis, Financial modeling (Excel), Valuation methodologies (DCF, guideline public companies, precedent transactions), Data research (Bloomberg, S&P Capital IQ), Industry analysis, Regulatory reporting knowledge
Preferred skills
Big Four or Independent Valuation Consultant experience, Complex securities valuation, Integrated cash flow modeling, Strategic thinking
Technologies
Excel, Bloomberg, S&P Capital IQ, Houlihan Lokey proprietary models
Responsibilities
Perform financial statement analysis and quantitative assessments; Construct and review valuation models (DCF, guideline companies, precedent transactions); Research economic conditions, industry trends, and M&A transactions; Compile statistical summaries and financial ratios; Participate in due diligence meetings and communicate with clients and auditors; Draft client deliverables and fee proposals; Assist with marketing initiatives.
Seniority
Junior to Mid-level, hands-on IC