2027 Financial Analyst (Class of 2027) - Transaction Opinions and Board & Special Committee Advisory

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Overview

Financial and Valuation Advisory

Qualifications

• An undergraduate degree in Finance, Accounting, Economics or a related field, with a graduation date between December 2026 and June 2027
• Prior investment banking, valuation or related experience
• Strong accounting, finance, financial modeling and analytical abilities
• Strong qualitative and quantitative research skills
• Excellent oral and written communication skills
• Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environment
• Have a very strong work ethic, organizational skills and ability to multi-task

Overview

Our Board & Special Committee Advisory group provides advice to board of directors and special committees in valuing complex businesses and securities, understanding and structuring critical transaction issues, advising on alternatives, and rendering transaction opinions. The group primarily focuses on complex situations, related-party transactions, and other corporate governance issues for board of directors and special committees.

As the No. 1 global M&A fairness opinion advisor over the past 25 years, Houlihan Lokey enjoys industry-leading credibility in transaction opinions.  Our dedicated Transaction Opinions group delivers fairness, solvency, and valuation advisory services across a variety of situations including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.

Responsibilities

We are looking for a Financial Analyst to be part of a dedicated team that focuses on complex analytics, financial models and valuation – and works hand-in-hand with other teams within our firm (i.e. M&A, industry groups, etc.) to deliver investment banking services to clients.  Our Financial Analysts also work on stand-alone fairness, solvency and transaction-based valuation opinions. 

Financial Analysts support engagements and new business development by:

• Analyzing and explaining historical and projected financial information;
• Performing business and financial due diligence;
• Conducting industry and sub-sector research;
• Valuing companies, businesses and securities;
• Building complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities);
• Assisting with the preparation of board/special committee presentations supporting advice and opinions;
• Participating in pitches and business development initiatives; and
• Supporting relationships with current and prospective clients.

Compensation and Benefits

$100,000 - $100,000

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

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.