Financial Analyst, Fund Opinions - Multiple Locations
At a glance
Mid-level FP&A role at Lateral. New York · full-time · $100,000–$120,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Assess historical and forecast financials, then explain what the figures indicate
- Check businesses and finances, and research relevant industries, competitors and sub-sectors
- Value companies and securities using comparable firms, prior deals and discounted cash flow methods
- Build Excel models to examine company cash flows or estimate the worth of particular securities
- Create review presentations and help advance business development and client relationships
What you bring
- An undergraduate degree in finance, accounting, economics or a related discipline
- One to three years in investment banking, valuation or a related area
- Strong command of accounting, finance, financial modeling and analytical work
Who this fits
This role suits an early-career analyst who can handle valuation assignments and client engagement work. The position is based in New York, and applicants graduating in 2026 are not considered.
From the employer
Business Unit:
Financial And Valuation AdvisoryIndustry:
Fund Opinions

Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Financial and Valuation Advisory
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, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global 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, Fund Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Job Purpose:
Our dedicated Fund Opinions (FO) group works with financial sponsors across a range of fund-affiliate transactions, including but not limited to continuation vehicle transactions, cross-fund transactions and other transaction-based valuation assignments. The team reviews the client’s transaction, analyses the applicable investment(s) and delivers fairness opinions and related valuation advisory services to assist its client’s transaction approval process and investor communications. The group’s clients include leading private equity firms, across a broad range of strategies/industries, including credit, venture capital, infrastructure, etc.
The open position is for a Financial Analyst in the New York office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Fund Opinions practice. As a Financial Analyst, you will join a team that focuses on complex analytics, financial models and valuation across a wide range of industries and asset classes. The group frequently partners with other internal teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other advisory services to our clients.
RESPONSIBILITIES
• Analyze and explain historical and projected financial information
• Perform business and financial due diligence
• Conduct industry, competitor, and sub-sector research
• Perform complex valuation projects utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis
• Build complex financial models in excel to assess cash flows of a company and/or value specific securities
• Prepare client/internal board review PowerPoint presentations supporting advice and opinions
• Assist and support with the execution of business development initiatives
• Support relationships with current and prospective clients
BASIC QUALIFICATIONS
• An undergraduate degree in finance, accounting, economics or a related field
• 1-3 years of investment banking, valuation or related experience; we will not consider 2026 grads for this role.
• Strong accounting, finance, financial modeling and analytical abilities
PREFERRED QUALIFICATIONS
• Strong qualitative and quantitative research skills
• Excellent oral and written communication skills
• Intellectual curiosity and a results-driven professional
• A very strong work ethic, organizational skills and ability to multi-task in a deadline-driven environment
• Ability to work independently and a good team player
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:

$100,000 - $120,000


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, 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:
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.