What are the responsibilities and job description for the Summer 2026 Financial Analyst (Class of 2027) - Transaction Opinions - Multiple Locations position at Houlihan Lokey?
Business Unit:
Financial and Valuation Advisory
Industry:
TO - Transaction Opinions
Basic Qualifications
Whether our clients are looking to fulfill their fiduciary duties, mitigate risk, or determine corporate value, we are there throughout the transaction process to provide objective advice based on rigorous analysis and supported by written fairness, solvency and valuation opinions. We work on behalf of boards of directors, investors, trustees, and other corporate leaders to advise and issue opinions on a wide range of transactions.
Responsibilities
As a Summer Financial Analyst in the Transaction Opinion practice, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm’s marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
Houlihan Lokey Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, 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, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive 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 (formerly Refinitiv).
Financial & Valuation And Advisory Overview
Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. LSEG (formerly Refinitiv) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
We 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
Compensation And Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$70,000.00-$115,000.00
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, 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 Benefits
We 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.
Financial and Valuation Advisory
Industry:
TO - Transaction Opinions
Basic Qualifications
- A B.A./B.S./B.B.A. candidate—Finance or Accounting major with a graduation date between December 2026 and June 2027
- Coursework in accounting and finance
- A fundamental understanding of valuation theory, methodologies, and applications
- Strong analytical abilities and financial and computer skills (Excel in particular)
- A demonstrated ability to work cooperatively with all levels of staff
- Excellent verbal and written communication skills
Whether our clients are looking to fulfill their fiduciary duties, mitigate risk, or determine corporate value, we are there throughout the transaction process to provide objective advice based on rigorous analysis and supported by written fairness, solvency and valuation opinions. We work on behalf of boards of directors, investors, trustees, and other corporate leaders to advise and issue opinions on a wide range of transactions.
Responsibilities
As a Summer Financial Analyst in the Transaction Opinion practice, some of your responsibilities will include developing complex financial models and analyzing financial statements, industry conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities. You will also have an opportunity to participate in our firm’s marketing efforts. Throughout the summer, you will work closely with a highly talented, experienced, and dedicated staff of professionals who will give you broad exposure to a wide range of industries and highly complex transactions, as well as senior officers within our firm.
Houlihan Lokey Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, 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, the No. 1 M&A advisor for the past nine consecutive years in the U.S., the No. 1 global restructuring advisor for the past ten consecutive 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 (formerly Refinitiv).
Financial & Valuation And Advisory Overview
Over the past 50 years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, retained counsel, investors, and business owners we serve. LSEG (formerly Refinitiv) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
We 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
Compensation And Benefits
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:
$70,000.00-$115,000.00
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, 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 Benefits
We 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.
Salary : $70,000 - $115,000
