Full-Time

Financial Analyst

Capital Solutions, Secondary Solutions Pod

Updated on 9/10/2026

Houlihan Lokey

Houlihan Lokey

1,001-5,000 employees

Global advisory on M&A, restructuring, valuations

Compensation Overview

$120k - $130k/yr

+ Discretionary incentive compensation

Company Does Not Provide H1B Sponsorship

West Palm Beach, FL, USA

In Person

Category
Finance & Banking (1)
Required Skills
Financial analysis
Mergers & Acquisitions (M&A)
Investment Banking
Excel/Numbers/Sheets
Financial Modeling
PowerPoint/Keynote/Slides

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Requirements
  • One to three years of experience in investment banking, including mergers and acquisitions, capital markets, or general-partner-led advisory, or in private-capital investment roles.
  • Strong financial acumen and proficiency in Excel and PowerPoint.
  • Strong quantitative and analytical skills with a high degree of accuracy and attention to detail.
  • Strong written and verbal communication skills, with the ability to present ideas clearly and influence stakeholders.
  • Ability to manage multiple workstreams simultaneously in a fast-paced environment while maintaining high standards.
  • Strong qualitative and quantitative research capabilities, with the ability to assess assumptions, limitations, and key drivers.
  • Ability to collaborate effectively within a team and build relationships with internal and external stakeholders.
Responsibilities
  • Build and maintain complex bottom-up three-statement and leveraged buyout models, fund-level waterfalls covering general-partner and limited-partner distributions, and detailed valuation analyses.
  • Support all aspects of transaction execution from origination through closing, including conducting due diligence on portfolio companies and general-partner managers.
  • Prepare client materials, including Confidential Information Memoranda, management presentations, and pitch books for new business development.
  • Engage directly with general-partner clients, assist in managing deal processes, and act as a point of contact in buyer discussions.
  • Track and analyze trends in private equity and the secondaries market, including evolving deal structures.
Desired Qualifications
  • A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment.

Houlihan Lokey provides advisory services in mergers and acquisitions, capital markets, financial restructuring, and valuation for clients globally. It operates through three main lines: Corporate Finance (M&A and capital markets advisory), Financial Restructuring (advising debtors and creditors in distressed situations), and Financial and Valuation Advisory (valuations and fairness opinions). The firm earns fees for advisory work rather than underwriting and emphasizes independent, specialized guidance with deep expertise in complex restructurings and valuations, supported by a broad global footprint. Its goal is to help clients maximize value and make sound financial decisions through objective, rigorous advice on mergers, financing, restructurings, and valuations.

Company Size

1,001-5,000

Company Stage

IPO

Headquarters

Los Angeles, California

Founded

1972

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Simplify Jobs

Simplify's Take

What believers are saying

  • Intrepid Financial Partners joins by September 30, 2026, expanding energy-sector advisory.
  • Mayra Fregonesi started September 8, 2026, strengthening Latin America sponsor coverage.
  • Restructuring remains supported by private-credit dislocation, energy volatility, and software-sector stress.

What critics are saying

  • Q1 fiscal 2027 revenue fell 15.6% to $511 million on July 29, 2026.
  • Corporate Finance revenue dropped 24%, with technology and software down 54%.
  • If deal activity stays weak through 2026, Houlihan Lokey loses valuation premium and hiring momentum.

What makes Houlihan Lokey unique

  • Houlihan Lokey led H1 2026 M&A advisory volume with 152 deals.
  • Its Financial Sponsors Group added Jean-Baptiste Didier in Paris on September 2, 2026.
  • Portfolio Valuation won APAC's Best Valuations Firm award for the seventh straight year.

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Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Remote Work Options

Company News

Associated Press
Sep 8th, 2026
Houlihan Lokey hires Mayra Fregonesi to lead Latin America financial sponsors coverage

Global investment bank Houlihan Lokey has appointed Mayra Fregonesi as managing director in its Financial Sponsors Group to lead coverage efforts across Latin America. Based in São Paulo, Fregonesi brings over 25 years of experience in private capital markets. She joins from Patria Investments, where she served as managing director and global head of key accounts, working with institutional investors on private markets strategies. Previously, she led investor relations at GP Investments and began her career at Merrill Lynch. Fregonesi will leverage her relationships across alternative investment firms, family offices, and sovereign wealth funds to connect clients with Houlihan Lokey's advisory services in M&A, restructuring, and capital solutions. The firm cited Latin America's evolving private capital cycle as creating opportunities for strategic solutions.

The Middle Market
Sep 3rd, 2026
Rockpoint, Newbond Holdings Buy Hotel Maren Fort Lauderdale

Rockpoint, Newbond Holdings buy Hotel Maren Fort Lauderdale. Boston-based real estate private equity firm Rockpoint and real estate and hospitality investment platform Newbond Holdings acquired the Hotel Maren Fort Lauderdale, Curio Collection by Hilton. The transaction builds on the firms' existing relationship, which includes their September 2025 acquisition of the Westin Tampa Waterside. The new owners plan targeted enhancements to Hotel Maren's food-and-beverage offerings and public areas as part of an effort to strengthen the property's positioning in the Fort Lauderdale Beach market. Built in 2021, Hotel Maren Fort Lauderdale is a 12-story boutique hotel located on a 0.8-acre waterfront parcel at 525 South Fort Lauderdale Beach Boulevard, south of Las Olas Boulevard. The property has 141 guestrooms, each offering views of either the Atlantic Ocean or Intracoastal Waterway. Amenities include an oceanfront pool and sun deck, multiple dining and bar venues, retail offerings, meeting and social-event space, and a fitness studio. Wealth Enhancement Acquires Arbor Capital Management's Advisory Business Arbor Capital Management is an independent RIA with offices in Alaska. To read the entire story, you must be logged in. Gemspring's Airswift Buys Selected New Tech Global businesses New Tech Global serves customers across the upstream energy sector, providing specialized expertise and personnel supporting drilling, completions, field operations and other operational activities. To read the entire story, you must be logged in. Darcy Partners Purchases Kimberlite Oilfield Research Kimberlite Oilfield Research is a provider of proprietary voice-of-customer research to the global oil and gas industry. To read the entire story, you must be logged in. BlackArch Partners Adds Michael Mazhari as Director in Life Science & Healthcare Group Mazhari joins BlackArch from Houlihan Lokey, where he worked as a healthcare banker. To read the entire story, you must be logged in.

MarketBeat
Sep 2nd, 2026
Houlihan Lokey, Inc. $HLI shares sold by Wellington Management Group LLP.

Houlihan Lokey, Inc. $HLI shares sold by Wellington Management Group LLP. September 2, 2026 Key points. * Wellington Management cut its Houlihan Lokey stake by 31.7% in the second quarter, selling 431,650 shares and retaining 929,760 shares valued at approximately $124.7 million. Institutional investors and hedge funds collectively own 78.07% of HLI. * Houlihan Lokey reported weaker-than-expected quarterly results, with earnings of $1.35 per share versus the $1.64 consensus estimate and revenue of $511 million versus $602.38 million expected. Revenue declined 15.6% year over year. * The company declared a quarterly dividend of $0.70 per share, equivalent to a 2.1% yield, while analyst sentiment remains mixed: HLI has a consensus "Hold" rating and an average price target of $166.38 compared with its reported share price of $132.56. * Interested in Houlihan Lokey? Here are five stocks we like better. Wellington Management Group LLP trimmed its position in Houlihan Lokey, Inc. (NYSE:HLI - Free Report) by 31.7% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 929,760 shares of the financial services provider's stock after selling 431,650 shares during the period. Wellington Management Group LLP owned approximately 1.35% of Houlihan Lokey worth $124,709,000 as of its most recent SEC filing. Several other institutional investors also recently bought and sold shares of the company. Pier Capital LLC increased its holdings in shares of Houlihan Lokey by 62.3% in the 4th quarter. Pier Capital LLC now owns 44,000 shares of the financial services provider's stock valued at $7,664,000 after purchasing an additional 16,894 shares in the last quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in Houlihan Lokey during the fourth quarter worth about $1,942,000. New Age Alpha Advisors LLC grew its position in Houlihan Lokey by 169.1% during the fourth quarter. New Age Alpha Advisors LLC now owns 30,856 shares of the financial services provider's stock worth $5,375,000 after buying an additional 19,388 shares during the period. M&T Bank Corp purchased a new position in Houlihan Lokey in the fourth quarter valued at about $1,166,000. Finally, Geode Capital Management LLC lifted its position in shares of Houlihan Lokey by 6.4% during the 4th quarter. Geode Capital Management LLC now owns 1,418,549 shares of the financial services provider's stock valued at $247,133,000 after acquiring an additional 84,757 shares during the period. 78.07% of the stock is owned by institutional investors and hedge funds. Houlihan Lokey stock performance. HLI stock opened at $132.56 on Wednesday. The stock has a market capitalization of $9.15 billion, a P/E ratio of 22.28, a PEG ratio of 1.53 and a beta of 0.95. Houlihan Lokey, Inc. has a one year low of $112.83 and a one year high of $211.78. The company has a 50 day moving average price of $133.76 and a two-hundred day moving average price of $144.18. Houlihan Lokey (NYSE:HLI - Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The financial services provider reported $1.35 earnings per share for the quarter, missing the consensus estimate of $1.64 by ($0.29). The business had revenue of $511.00 million during the quarter, compared to analyst estimates of $602.38 million. Houlihan Lokey had a net margin of 16.10% and a return on equity of 20.20%. The company's revenue was down 15.6% on a year-over-year basis. During the same quarter last year, the firm posted $2.14 earnings per share. Research analysts forecast that Houlihan Lokey, Inc. will post 6.93 earnings per share for the current fiscal year. Houlihan Lokey announces dividend. The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Tuesday, September 1st will be given a dividend of $0.70 per share. The ex-dividend date is Tuesday, September 1st. This represents a $2.80 annualized dividend and a yield of 2.1%. Houlihan Lokey's dividend payout ratio is 47.06%. Wall Street analysts forecast growth. HLI has been the subject of several research analyst reports. Wall Street Zen downgraded Houlihan Lokey from a "hold" rating to a "sell" rating in a research note on Saturday, August 8th. Wolfe Research raised Houlihan Lokey from an "underperform" rating to a "peer perform" rating in a research note on Thursday, July 9th. US Capital Advisors set a $187.00 price objective on shares of Houlihan Lokey in a research report on Thursday, July 9th. UBS Group dropped their target price on shares of Houlihan Lokey from $161.00 to $147.00 and set a "neutral" rating for the company in a report on Thursday, July 30th. Finally, Morgan Stanley cut their target price on shares of Houlihan Lokey from $187.00 to $177.00 and set an "overweight" rating for the company in a research report on Thursday, July 30th. Five equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $166.38. Discover more AI News Updates Market Cap Calculator Houlihan Lokey profile. Houlihan Lokey, Inc is a global investment bank and financial services firm founded in 1972 and headquartered in Los Angeles, California. The company specializes in advisory services across a broad range of transaction types and financial matters. Since its founding, Houlihan Lokey has grown to serve corporations, financial sponsors, and government entities worldwide, providing expertise in complex and high-stakes engagements. The firm's core service offerings include mergers and acquisitions advisory, capital markets advisory, financial restructuring and distressed M&A, and valuation and fairness opinions. Want to see what other hedge funds are holding HLI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Houlihan Lokey, Inc. (NYSE:HLI - Free Report). This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Continue following MarketBeat Before you consider Houlihan Lokey, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Houlihan Lokey wasn't on the list. While Houlihan Lokey currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys. The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge - and the key risks investors should watch as the global AI buildout accelerates.

TMCnet
Sep 2nd, 2026
Houlihan Lokey Continues to Expand European Financial Sponsors Coverage Team With Senior Hire in France

Houlihan Lokey Continues to Expand European Financial Sponsors Coverage Team With Senior Hire in France TMCnet News [September 02, 2026] | / | Houlihan Lokey Continues to Expand European Financial Sponsors Coverage Team With Senior Hire in France Houlihan Lokey, Inc. (NYSE:HLI), the global investment bank, today announced that Jean-Baptiste Didier has joined the firm as a Managing Director in its Financial Sponsors Group, based in Paris. Mr. Didier will lead the firm's financial sponsor coverage activities in France, working closely with Christian Keller, Managing Director and Head of European Private Equity Coverage, and senior colleagues across Houlihan Lokey's global Financial Sponsors Group. His appointment further strengthens the firm's coverage of the French private equity market and builds on Houlihan Lokey's continued investment in the country, following its acquisition of a controlling interest in Audere Partners earlier this year. Mr. Didier joins Houlihan Lokey from Stifel, where he served as a Managing Director and Head of Healthcare Investment Banking France. Prior to that, he was Head of Sponsor and Infrastructure Coverage France at Citi, advising leading private equity firms and infrastructure investors on a broad range of landmark transactions. Earlier in his career, he advised corporate and financial sponsor clients at J.P. Morgan and Morgan Stanley, building deep expertise across mergers and acquisitions, capital markets, and strategic advisory. His arrival follows the additions of Managing Directors Martin Rezaie in Germany and Neil Price in the U.K. over the past 12 months, s the firm continues to build out its senior talent across key European markets. "Mr. Didier has an outstanding track record advising many of France's most prominent private equity firms on complex and high-profile transactions, and his arrival further underscores the exceptional momentum within our Financial Sponsors Group in Europe," said Mr. Keller. "His deep-rooted connectivity across the private equity ecosystem, combined with his nuanced understanding of the French landscape, will be invaluable as we continue to deliver best-in-class advice and solidify our position as the premier middle-market advisor to alternative capital providers in France and across the broader European ecosystem." "Houlihan Lokey has established a world-class proposition that resonates deeply with the alternative capital ecosystem," said Mr. Didier. "The firm's combination of global reach, deep industry expertise and its client-centric ethos creates a differentiated offering for financial sponsors. I am delighted to join Houlihan Lokey at such an important stage of its growth in France and look forward to working alongside colleagues across Europe and globally to help clients navigate a complex transaction landscape." Houlihan Lokey is among the leading advisors to alternative capital providers, with its Financial Sponsors Group being one of the largest dedicated teams of any investment bank. The global team comprises more than 35 professionals, including 24 Managing Directors, located across ten countries and manages more than 2,000 relationships worldwide, including private equity firms, credit funds, family offices, and sovereign wealth funds. About Houlihan Lokey 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 unmatched transaction volumes provide differentiated, data-driven perspectives that help its clients achieve their most critical goals. View source version on businesswire.com: https://www.businesswire.com/news/home/20260901603974/en/ [ Back To TMCnet.com's Homepage] |

The Middle Market
Aug 24th, 2026
Moelis Adds Russell Mason to Capital Structure Advisory Group

Moelis adds Russell Mason to Capital Structure Advisory Group. Moelis & Co. appointed Russell Mason as a managing director in its Capital Structure Advisory Group, where he will advise companies and creditors on complex restructuring and capital structure matters. Based in Dallas, Mason brings more than 20 years of finance and investment banking experience, with expertise spanning restructuring, distressed M&A and related capital structure situations. Mason joins Moelis (NYSE: MC) from Houlihan Lokey (NYSE: HLI), where he worked in the investment bank's Financial Restructuring Group. In that role, he advised debtors and creditors across a range of industries.