Valuation & Financial Advisory Associate

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.

About The Firm

Houlihan Capital is an employee-owned leading, solutions-driven valuation, financial advisory and boutique investment banking firm committed to delivering superior client value and thought leadership in an ever-changing landscape.

Houlihan Capital has extensive valuation experience providing companies with  objective , independent, and defensible valuation opinions that meet accounting, regulatory, and corporate governance requirements. Our analyses and reports are transparent, supportable, and clearly outline the assumptions and projections incorporated into our financial models. We consistently apply sound valuation methodologies and unbiased perspective in our work product that enables management teams and fiduciaries to make confident, informed decisions.

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.

Houlihan Capital is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

If you require an accommodation in order to view or apply to open positions or for any other part of the application or employment process, please email  [email protected].