2027 Summer Financial Analyst (Class of 2028), Corporate Valuation Advisory Services, Complex Securities - Multiple Locations

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
80K-120K Annually
Entry level
Fintech • Financial Services
The Role
Develop quantitative models to value complex financial instruments, including debt, derivatives, convertible bonds, warrants, earn-outs, and complex capital structures. Perform statistical and data analyses, improve modeling processes, automate calculations, and present findings to internal and external stakeholders. The role requires strong knowledge of financial instruments, derivatives valuation theory, statistical methods, and programming or modeling experience using Python, R, MATLAB, VBA, and data visualization tools.
Summary Generated by Built In

Business Unit:

Financial And Valuation Advisory

Industry:

Corporate Valuation Advisory Services

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


As a Summer Financial Analyst in the Corporate Valuation Advisory Services (CVAS) practice’s Complex Securities team, you will join a small, specialized, and fast growing team serving corporate clients from a large variety of industries. You will collaborate with both junior and senior team members on client engagements to perform complex valuations of financial instruments (i.e. debt and derivatives) and create statistical analyses / models.


Key Responsibilities/Deliverables


  • Develop quantitative models to value unique financial instruments
  • Improve existing internal modelling processes
  • Perform statistical and data analyses
  • Present analyses and conclusions both internally and externally

Basic Qualifications


  • Must be graduating between September 2027 – July 2028
  • Bachelor’s or Master’s degree in a quantitative discipline (e.g. finance, statistics, mathematics, economics, engineering)
  • Strong knowledge of financial instruments, derivatives valuation theory, and statistical methods
  • Keen analytical capabilities with high attention to detail
  • Proficient verbal and written communication skills
  • Experience valuing financial instruments with non-linear payoffs including convertible bonds, warrants, derivatives, earn-outs, and complex capital structures using closed form solutions, binomial lattices, and Monte Carlo simulations in either Python, R, or Matlab
  • Experience working with large data sets, performing statistical analyses in Python, and presenting results with data visualization software such as Tableau
  • Demonstrated history of building and improving models and processes that automate routine calculations using Python and VBA
  • Passion for financial markets and data analysis

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:

$80,000 - $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:

2026 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.

#LI-115269

Skills Required

  • Graduation between September 2027 and July 2028
  • Bachelor's or Master's degree in a quantitative discipline such as finance, statistics, mathematics, economics, or engineering
  • Strong knowledge of financial instruments, derivatives valuation theory, and statistical methods
  • Strong analytical capabilities and attention to detail
  • Proficient verbal and written communication skills
  • Experience valuing financial instruments with non-linear payoffs using closed-form solutions, binomial lattices, and Monte Carlo simulations
  • Experience using Python, R, or MATLAB for financial modeling
  • Experience working with large datasets and performing statistical analyses in Python
  • Experience presenting results with data visualization software such as Tableau
  • Demonstrated experience building and improving models and processes that automate routine calculations using Python and VBA
  • Passion for financial markets and data analysis

Houlihan Lokey Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Houlihan Lokey and has not been reviewed or approved by Houlihan Lokey.

  • Fair & Transparent Compensation — Pay is considered competitive for the investment‑banking market, with total packages aligning to leading middle‑market and boutique peers across common roles. Compensation is broadly perceived as strong relative to alternatives.
  • Healthcare Strength — Core medical, dental, and vision coverage are described as comprehensive, with solid protection and reasonable costs. Mental‑health resources and expanded well‑being initiatives supplement the core plan.
  • Wellbeing & Lifestyle Benefits — The package includes an Employee Assistance Program and wellness initiatives such as fitness support, webinars, and mindfulness resources. These offerings provide added support beyond standard insurance and retirement elements.

Houlihan Lokey Insights

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The Company
HQ: Los Angeles, CA
4,064 Employees

What We Do

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)

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