Financial Analyst, Primary Capital Advisory

Business Unit:

Capital Solutions

Industry:

No Industry

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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 for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 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.

Capital Solutions

Houlihan Lokey’s Capital Solutions Group comprises more than 170 professionals globally and offers clients a broad range of tailored financing alternatives and strategic financial advice. Our team has deep senior-level relationships across the capital markets and a long track record of raising capital across varying market conditions. With deep expertise in both private and public markets, we are committed to delivering innovative, value-enhancing solutions that support long-term success for our clients.

Scope

Houlihan Lokey Primary Capital Advisory (“PCA”) is an established but growing player in the private equity fund placement and advisory space. PCA has an experienced team of approximately 40 people across seven offices in the U.S. and Europe who have collectively worked on over 300 fundraises since 2010 across a wide array of private equity strategies.

We are looking for an experienced Financial Analyst to join our team in London as we continue our growth journey.

Responsibilities

As an Financial Analyst in the primary capital advisory team, you will be involved in:

• The management of fundraising processes, including investor tracking and client communication
• The production of core fund marketing documentation with bespoke analyses
• The provision of strategic advice to clients related to the positioning of alternative asset brands in the market for sustained competitive advantage
• Ability to embrace the full utilization of the group’s CRM system to ensure information is captured accurately for both current and prospective fundraising mandates
• The origination of new opportunities, including meeting potential clients and the production of pitch materials and associated analyses
• New opportunity due diligence and evaluation as part of a rigorous internal process
• The completion of due diligence materials in response to inquiries from potential fund investors

Basic Qualifications/ Requirements

The ideal candidate will have:

• An excellent academic track record and achieved a 2:1 or equivalent degree
• At least 1-2 year’s experience in a Primary Fundraising role or 2-3 years of relevant experience in investment banking, investor relations, accounting, or consulting from a blue-chip institution
• Good grasp of the fundamentals of the private equity industry, including current trends, fund structures, investor requirements, and competitive landscapes
• Strong quantitative and analytical skills with a focus on accuracy and attention to detail
• Superior analytical skills and ability to solve problems and provide solutions using data
• Pro-active and resourceful attitude of solving problems independently, with the support of an experienced senior team
• A strong work ethic, with the ability to manage multiple tasks and workstreams simultaneously
• Excellent verbal and written communication skills in English and the ability to persuade and influence others
• The ability to work well in a team-oriented environment, building effective relationships with multiple stakeholders internally and externally
• Proficiency working in Microsoft PowerPoint, Microsoft Excel and ability / interest to work with private equity databases (i.e., PitchBook, Preqin, Burgiss)
• The motivation to work in a collaborative, rapidly changing, demanding but ultimately rewarding environment

The environment at Houlihan Lokey is both collegial and entrepreneurial. Teamwork is essential to the firm’s success. At the same time, creativity and new ideas are encouraged. Financial Analysts are given substantial responsibility and access to clients and investors and are encouraged to help us grow our business.

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.

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