Houlihan Lokey, Inc

Financial Analyst (Class of 2027) - Capital Solutions, West Palm Beach Secondary Solutions

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Currently pursuing a bachelor's or master's degree graduating between December 2026 and June 2027.
  • Strong financial acumen and proficiency in Excel and PowerPoint.
  • Excellent quantitative and analytical skills with a strong attention to detail.
  • Strong written and verbal communication skills.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Strong qualitative and quantitative research capabilities.
  • Proven ability to collaborate effectively within a team.

Responsibilities

  • Build and maintain complex financial models and perform valuation analyses.
  • Support all aspects of transaction execution from origination through to closing.
  • Prepare high-quality marketing materials and presentations for clients.
  • Engage directly with clients and manage deal processes.
  • Track and analyze trends in the private equity and secondaries markets.

Benefits

  • Commitment to providing an exciting career opportunity.
  • Competitive total compensation package.
  • Access to a competitive benefits offering.
Full Job Description
Business Unit:
Capital Solutions
Industry:
No Industry
Job Description

Houlihan Lokey's Secondary Solutions Group provides strategic advice and execution services to private equity sponsors and institutional investors navigating the fast-growing market for private equity secondary transactions, which reached $225B+ in volume in 2025. The group specializes in both GP-led transactions - such as continuation vehicles, single- and multi-asset restructurings, and tender offers - as well as LP portfolio sales and fund interest transfers. Members of the Secondaries Solutions Group work with a wide variety of private equity sponsors and institutional investors - across both industry and strategy - and work in tandem with Houlihan Lokey's industry coverage, M&A and financial restructuring teams.

Candidates will work alongside senior and mid-level investment banking professionals on live deals across a variety of transaction types, as well as pre-launch deal preparation and origination efforts. This role will be based in Houlihan Lokey's forthcoming West Palm Beach office.

Key Responsibilities:

As an Analyst, you will be expected to demonstrate strength across the following areas:
  • Financial Modelling & Valuation: Build and maintain complex "bottom-up" three-statement and LBO models, fund-level waterfalls (GP/LP distributions), alongside performing detailed valuation analyses
  • Deal Execution: Support all aspects of transaction execution from origination through to closing, including conducting due diligence on portfolio companies and GP managers
  • Marketing Materials: Prepare high-quality client materials, including Confidential Information Memoranda (CIMs), management presentations, and pitch books for new business development
  • Client Interaction: Engage directly with GP clients, assist in managing deal processes, and act as a point of contact in buyer discussions
  • Market Analysis: Track and analyse trends in private equity and the secondaries market, including evolving deal structures


Qualifications & Requirements:

The ideal candidate will possess:
  • Currently pursuing a bachelor's and/or master's degree with a graduation date between December 2026 and June 2027
  • Technical Skills: Strong financial acumen and proficiency in Excel and PowerPoint
  • Analytical Ability: Excellent quantitative and analytical skills, with a high degree of accuracy and attention to detail
  • Communication Skills: Strong written and verbal communication skills, with the ability to present ideas clearly and influence stakeholders
  • Work Ethic: Ability to manage multiple workstreams simultaneously in a fast-paced environment while maintaining high standards
  • Research Skills: Strong qualitative and quantitative research capabilities, with the ability to assess assumptions, limitations, and key drivers
  • Team Orientation: Proven ability to collaborate effectively within a team and build relationships with internal and external stakeholders
  • Drive & Motivation: A proactive, self-starter mindset with the desire to succeed in a demanding but rewarding environment


Compensation and Benefits
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:
$110,000
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 and the location where this position may be filled.
Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

About Houlihan Lokey, Inc

Houlihan Lokey, Inc. is an American multinational independent investment bank and financial services company that is headquartered in Los Angeles, California. The company is a global investment bank that provides a wide range of advisory services, including mergers and acquisitions, capital markets, financial restructuring, and valuation. Houlihan Lokey has offices in the United States, Europe, Asia, and the Middle East, and serves a diverse range of clients, including corporations, financial sponsors, and government agencies. The company was founded in 1972 and has grown to become one of the largest independent investment banks in the world.
Learn more about Houlihan Lokey, Inc
Size
2,257 employees
Market Cap
$6 billion
Industry
Net Income
$272.4 million
Founded
1972
5 Year Trend
+21.1%
Revenue
$1.3 billion
NASDAQ

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