Financial Analyst Or Associate, Complex Securities Valuation

Houlihan Lokey Los Angeles , CA 90009

Posted 2 months ago

Business Unit:

Financial and Valuation Advisory


CVAS - Corporate Valuation Advisory Services

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, 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. Houlihan Lokey is the No. 1 M&A advisor for the past six consecutive years in the U.S., the No. 1 global restructuring advisor for the past seven consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on number of transactions and according to data provided by Refinitiv.

Job Purpose:

As a Financial Analyst or Associate 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:

  • COVID vaccination required, subject to applicable state and federal law

  • Bachelor's or Master's degree in a quantitative discipline (e.g. finance, statistics, mathematics, economics, engineering)

  • 1 - 3 years of experience in financial reporting valuation for a Financial Analyst

  • 3-6 years of experience in financial reporting valuation for an Associate

Preferred Qualifications:

You enjoy rigorous thought processes, thrive in a non-hierarchical work structure, and want to join a dynamic team.

  • 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

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.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Complex Securities Valuation Manager

Armanino Mckenna Certified Public Accountants & Consultants

Posted 2 weeks ago

VIEW JOBS 7/23/2022 12:00:00 AM 2022-10-21T00:00 TEAM UP WITH US! Armanino LLP's Valuation Advisory Services Practice assists start-ups, private and public companies, as well as venture capital and private equity firms with business valuation services. Armanino's valuation team has a track record of delivering industry leading expertise and value to clients across a wide range of industries and valuation assignments. We are looking to add to our wickedly smart team in the one of the following locations: the San Francisco Bay Area, Los Angeles, or Irvine (California); Dallas or Austin (Texas); Seattle, (Washington); St. Louis (Missouri); or Denver, (Colorado). DO YOU HAVE WHAT IT TAKES? As a Manager, you will be an integral part of a rapidly growing practice within the Armanino consulting department. We are a close-knit team that works with private and public companies, in a multitude of industries including: technology, professional services, and life sciences, amongst others. You will perform detailed financial analyses, manage multiple client engagements related to valuations of complex securities, review the work of team members, and engage in face-to-face discussions with our clients' CFOs, CEOs, and other senior management about their business. BUT WAIT... THERE'S MORE! WHAT YOU'LL NEED * Experience in financial modeling, managing, and delivering a variety of types of complex security valuation analysis with a focus on the following: * ASC 805 - Business Combinations (Purchase Price Allocations) for large private and public companies including intangible asset valuation and earnouts; * Deep experience related to complex securities valuations including embedded derivatives, warrants, SAFE notes, convertible securities, and preferred tranche liabilities; * Experience modeling and conducting Monte Carlo simulation analysis, Lattice models and Black-Scholes Option Pricing analysis as they relate to complex securities and earnout valuations; * Experience related to SPACs (Special Purpose Acquisition Companies); * SAS 73 reviews of third-party appraisals for audit support purposes of SEC or soon to be SEC registrants; * An interest in developing and retaining strong client relationships and expanding the services that we provide to our clients; * An ability to work independently and a and willingness to take valuation projects from start to finish; * An ability to manage multiple projects at a time, and coordinate appropriate staff; * A commitment to continual skills development as industry standards advance and change; * Ensure quality control standards are met; * Supervise and mentor staff; provide timely and effective performance feedback and training; * Contribute to team environment and a positive culture. * Bachelor's degree, preferably in business, accounting, finance, statistics, mathematics, or engineering, MBA a plus; * Minimum of 4 years of valuation experience within a business valuation firm or valuation practice of an accounting or consulting firm; * Prior experience effectively resolving external review issues (auditors, IRS, etc.); * Strong client communication skills; * Excellent report writing skills, financial modeling skills, the ability to work well in a team environment; * Relevant professional and/or valuation designation(s) including, but not limited to: ASA, CPA, CFA, CEIV, CVFI, ABV, or CVA; * Ability to develop external relationships (networking, referral sources, etc.) and the desire and ability to bring new clients into the business; * Strong client management, consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget; * Detail oriented, flexible, and responsive; * Position may require some level of travel including to the San Francisco Bay Area. Now, the fine print... Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino LLP's employees to perform their job duties may result in discipline up to and including discharge. For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. Armanino Mckenna Certified Public Accountants & Consultants Los Angeles CA

Financial Analyst Or Associate, Complex Securities Valuation

Houlihan Lokey