Valuation & Financial Advisory Associate

🕒 July 17

🌽 Illinois – Remote

infoinfo

💵 $83k - $98k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Logo of Houlihan Capital

Houlihan Capital

11 - 50 employees

Founded 1996

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Houlihan Capital is a leading, employee-owned valuation, financial advisory, and investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape. They offer a range of services including valuation and financial advisory, fairness opinions, investment management advisory, and corporate financial services. With a focus on private equity, hedge funds, and corporations, Houlihan Capital is dedicated to providing customized solutions that meet the specific needs of their clients in compliance with the highest ethical standards.

📋 Description

• Populate Excel-based valuation models for equity, debt, and other illiquid securities • Review and synthesize client-provided financial data, operating agreements, transaction documents, company presentations, and other materials • Assist in drafting client presentations and reports, including supporting tables, charts, and exhibits • Produce financial analyses, including operating model builds, pro forma capitalization structures, and sensitivity analyses • Research industry trends, market conditions, and company-specific issues • Collaborate with internal team members and clients across multiple engagements • Update the project manager on progress, information gaps, analytical challenges, and key assumptions • Prioritize tasks across simultaneous engagements and meet tight deadlines • Manage shifting priorities, competing demands, workflows, bottlenecks, and communications

🎯 Requirements

• Bachelor’s degree required; preferred majors include Finance, Accounting, and Economics • MBA preferred • CFA or other relevant professional designation viewed favorably • 1-2 years of relevant work experience performing valuations for financial reporting or tax purposes • Strong verbal and written communication skills, with the ability to convey complex financial concepts clearly and engagingly • Proficiency in Microsoft Excel, Word, and PowerPoint required • Experience with S&P Capital IQ, Pitchbook, or Bloomberg is a plus • Ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment • Keen eye for detail, particularly when reviewing financial and legal documents

🏖️ Benefits

• Company bonus plan, calculated as a percentage of eligible wages and dependent on individual and company performance • Employee-owned company

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