Unknown Company

Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX

houston, tx • Posted 1 weeks ago
Onsite Full Time General

Experienced Financial Analyst Or AssociateHoulihan 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.

Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals.The open position is for an Experienced Financial Analyst or Associate based in the Houston office who will be dedicated to executing client engagements, particularly for the energy and infrastructure industries, as well as growing Houlihan Lokey's Portfolio Valuation and Fund Advisory (PV) practice.Responsibilities include supporting FVA portfolio valuation teams, leading business and financial due diligence sessions with clients, directing the efforts of Financial Analysts, performing financial statement analysis, reviewing client investment memoranda, compiling statistical summaries of companies' financial information, identifying relevant comparable public companies and M&A transactions, constructing and reviewing valuation and other financial analyses, reviewing third-party and in-house oil and gas reserves reports, researching and providing information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities, participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey, designing and drafting client deliverables, performing other ad-hoc research, analytics, and support for the FVA project teams as required, presenting valuation analyses and conclusions internally and externally, participating in internal discussions of key takeaways from quarterly engagements across the energy portfolios of PV clients and preparing summaries for internal and external circulation, assisting in the preparation of quarterly energy market updates, coordinating with internal administrative support teams to complete revenue accruals, prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures, assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda, participating in discussions with in-house and outside legal counsel as required, and assisting with marketing initiatives for prospective and existing clients.The environment at Houlihan Lokey is aggressive and entrepreneurial and, as such, rewards Experienced Financial Analysts and Associates with substantial responsibility. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation, including valuation of oil and gas assets.

Candidates must also have strengths in applied financial theory, analytical capabilities, and verbal and written communication skills.Basic Qualifications include a Bachelor's degree in Finance, Accounting, Business, or Applied Economics, a minimum of one year of experience in valuation for experienced Financial Analysts, a minimum of three years of experience in valuation for Associates, prior equity and/or debt valuation or related experience, excellent verbal and written communication skills, advanced accounting, finance, financial modeling, and analytical abilities, demonstrated experience managing Analysts/Associates or other personnel, an entrepreneurial attitude: desire and willingness to support a growing practice and contribute across the full suite of offerings, strong command of Microsoft Excel, PowerPoint and common database systems, highly motivated with an exceptional work ethic and demonstrated ability and desire to work cooperatively with team members and client professionals.Preferred Qualifications include Big Four valuation or; independent valuation consultants experience, and/or is a plus; Master's degree or progress towards an advanced degree a plus; and CFA designation a plus.Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, 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: $85,000 - $160,000. Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.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.

Back to Job Search