Summer Financial Analyst - Portfolio Valuation and Fund Advisory Services

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Overview

Financial and Valuation Advisory

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Basic Qualifications

• A B.A./B.S./B.B.A. candidate—Finance, Data Science, or related degree with a graduation date between December 2027 and June 2028

• Coursework in accounting and finance

• A fundamental understanding of valuation theory, methodologies, and applications

Preferred Qualifications

• Strong analytical abilities and financial and computer skills (Excel in particular)

• A demonstrated ability to work cooperatively with all levels of staff

• Excellent verbal and written communication skills

Overview

Houlihan Lokey’s Portfolio Valuation (“PV”) practice is a leading advisor to many of the world’s largest asset managers who rely on our (i) strong reputation with regulators, auditors, and investors; (ii) private company, structured product, and derivative valuation experience; and (iii) independent voice. We rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our real-world transaction experience and market knowledge, from our dedicated global Financial and Valuation Advisory business.

Responsibilities

As a Summer Financial Analyst in the Portfolio Valuation practice, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm’s marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.

Compensation and Benefits

$70,000-$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.