Analyst/Associate, Board & Special Committee Advisory /...

Analyst/Associate, Board & Special Committee Advisory / Transaction Opinions - San Francisco page is loadedAnalyst/Associate, Board & Special Committee Advisory / Transaction Opinions - San FranciscoApply locations San Francisco, CA, USA time type Full time posted on Posted 30+ Days Ago job requisition id R1437Business Unit:Financial and Valuation AdvisoryIndustry:Transaction OpinionsOverviewHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.ScopeOur 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.Job DescriptionWe are looking for an Analyst/Associate 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 Analysts/Associates also work on stand-alone fairness, solvency, and transaction-based valuation opinions. Analysts/Associates support engagements and new business development by:Analyzing and explaining historical and projected financial informationPerforming business and financial due diligenceConducing industry and sub-sector research (analyst)Valuing companies, businesses, and securitiesBuilding complex financial models (e.g., to support negotiating/advocacy positions, assess cash flows of a company and/or value specific securities)Assisting (analyst) or preparing (associate) board/special committee presentations supporting advice and opinionsHelping pitch engagements and participating in business development initiativesBuilding relationships and maintaining direct contact with current and prospective clientsQualificationsPrior investment banking, valuation, or related experienceAdvanced accounting, finance, financial modeling, and analytical abilitiesStrong qualitative and quantitative research skills (analyst)Excellent oral and written communication skillsExperience managing analysts or other personnel (associate)Be an independent thinker and resourceful problem solver driven to succeed in a fast-paced environmentHave a very strong work ethic, organizational skills, and ability to multi-taskAdditional consideration will be given to candidates who possess:An undergraduate degree with academic distinction and/or a graduate degreeAt least one year (Analyst) and three years (Associate) of experience in financial services with at least one year of investment banking, valuation, or related experienceA demonstrated ability to work cooperatively with all levels of staffCompensation and BenefitsHoulihan 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:$95,000.00-$160,000.00Actual 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:2025 BenefitsWe 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.#LI-114793About UsHoulihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. #J-18808-Ljbffr

Created: 2025-09-17