Job Title: Associate
Department: Valuation
Reports To: Senior Vice President, Valuation
FLSA Status: Exempt
Location: Remote
Base Compensation: $83,000 - $98,000 USD
Bonus Eligible: Yes
Associate role is eligible for a company bonus plan, which is calculated as a percentage of eligible wages and dependent on individual and company performance.
Valuation & Financial Advisory Associate - Job Description
Role Overview:
As an Associate in Houlihan Capital's Valuation and Financial Advisory practice, you will be an integral part of a high-performing team focused on delivering high-quality financial analyses and reports for a diverse range of client valuation needs, including Fair Value Measurement, Financial Reporting, Fair Market Value, Tax Reporting, and Transaction Opinions.
The position provides a unique opportunity to utilize valuation techniques across all types of illiquid investments (including debt, preferred equity, common equity, options, crypto assets, structured products, and more) across a wide variety of industries for private equity funds, venture capital funds, corporations, and many other clients.
Responsibilities:
• Populate Excel-based valuation models used to value equity, debt, and other illiquid securities for financial reporting, tax, and transaction-related purposes.
• Review, understand, and synthesize client-provided materials such as financial data, operating agreements, transaction documents, company presentations, and other essential documents.
• Assist in drafting client presentations and reports, preparing supporting tables, charts, and exhibits that communicate findings.
• Produce high-quality financial analyses including operating model builds, pro forma capitalization structures, and sensitivity analyses
• Conduct research on industry trends, market conditions, and company-specific issues that will help client analyses.
• Work closely with internal team members and clients on multiple engagements to ensure alignment on objectives.
• Update the project manager on progress toward completion, client-provided information gaps, analytical challenges, and key assumptions.
• Effectively prioritize tasks across multiple, simultaneous engagements, ensuring tight deadlines are consistently met without compromising quality.
• Adapt to shifting priorities and manage competing demands by maintaining organized workflows, anticipating bottlenecks, and proactively communicating progress with team members and clients.
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 in performing valuations for financial reporting or tax purposes.
• Strong verbal and written communication skills, with the ability to convey complex financial concepts in a clear and engaging way.
• Proficiency in Microsoft Excel, Word, and PowerPoint is required. Experience with financial databases like S&P Capital IQ, Pitchbook, or Bloomberg is a plus.
• Demonstrated ability to prioritize tasks, manage simultaneous engagements, and work independently in a fast-paced environment.
• A keen eye for detail, particularly in reviewing financial and legal documents.
