# Financial Analyst, Fund Opinions - Multiple Locations

[Houlihan Lokey](https://www.jorb.ai/firms/houlihan-lokey.md) · New York · United States · [Investment Banking](https://www.jorb.ai/jobs/investment-banking.md)

Houlihan Lokey is hiring a Financial Analyst, Fund Opinions - Multiple Locations in New York. Posted 2026-09-04; applications close 2026-11-03.

**Apply**: https://hl.wd1.myworkdayjobs.com/Lateral/job/New-York-NY-USA/Financial-Analyst--Fund-Opinions---New-York_R3011

Posted 15d ago.

## Role details

## Business Unit

Financial and Valuation Advisory

## Industry

Fund Opinions

## Overview

Houlihan Lokey, Inc. (NYSE: HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Its transaction volumes provide differentiated, data-driven perspectives that help clients achieve their most critical goals.

## Financial and Valuation Advisory

Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Its transaction expertise and valuation leadership inspire confidence among financial executives, boards of directors, special committees, investors, and business owners. In 2025, LSEG ranked the firm the No. 1 global M&A fairness opinion advisor over the past 25 years. The firm’s stability, integrity, technical leadership, and global capabilities make it a trusted advisor worldwide, across services including Transaction Opinions, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting.

## Job Purpose

The Fund Opinions (FO) group works with financial sponsors across a range of fund-affiliate transactions, including continuation vehicle transactions, cross-fund transactions, and other transaction-based valuation assignments. The team reviews the client’s transaction, analyzes the applicable investment(s), and delivers fairness opinions and related valuation advisory services to support the client’s transaction approval process and investor communications. Clients include leading private equity firms across a broad range of strategies and industries, including credit, venture capital, infrastructure, and others.

This position is for a Financial Analyst in the New York office, dedicated to executing client engagements and growing Houlihan Lokey’s Fund Opinions practice. As a Financial Analyst, you will join a team focused on complex analytics, financial models, and valuation across a wide range of industries and asset classes. The group frequently partners with other internal teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other advisory services.

## Responsibilities

  
- Analyze and explain historical and projected financial information
  
- Perform business and financial due diligence
  
- Conduct industry, competitor, and sub-sector research
  
- Perform complex valuation projects using methods including comparable company analysis, precedent transactions, and discounted cash flow analysis
  
- Build complex financial models in Excel to assess cash flows of a company and/or value specific securities
  
- Prepare client and internal board review PowerPoint presentations supporting advice and opinions
  
- Assist and support execution of business development initiatives
  
- Support relationships with current and prospective clients

## Basic Qualifications

  
- An undergraduate degree in finance, accounting, economics, or a related field
  
- 1–3 years of investment banking, valuation, or related experience
  
- Strong accounting, finance, financial modeling, and analytical abilities

## Preferred Qualifications

  
- Strong qualitative and quantitative research skills
  
- Excellent oral and written communication skills
  
- Intellectual curiosity and a results-driven professional
  
- A very strong work ethic, organizational skills, and ability to multi-task in a deadline-driven environment
  
- Ability to work independently and be a strong team player

## Compensation and Benefits

Houlihan Lokey is committed to providing competitive total compensation, which may include other components such as discretionary incentive compensation. The firm’s good-faith and reasonable estimate of the possible salary range for this role at the time of posting is $100,000 - $120,000. Actual salary at the time of hire may vary based on factors including relevant qualifications, skills, and experience, as well as the service line and location where the position may be filled.

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

**2026 Benefits**

## Applying to this role

This Financial Analyst, Fund Opinions - Multiple Locations role at Houlihan Lokey runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications.

[Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=houlihan-lokey&job=6aa81ca4101139e3aebb430c)

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Updated: 2026-09-19
Canonical: https://www.jorb.ai/jobs/6aa81ca4101139e3aebb430c
