Valuation & Financial Advisory Associate
- Role
- Finance
- Experience
- Mid
- Employment
- Full-time
Open to Worldwide. Set where you work from to check your eligibility.
No BS summary
Junior valuation associate with 1–2 years in financial reporting or tax valuations. Must have a bachelor's degree and strong Excel skills; Capital IQ, PitchBook, Bloomberg, MBA, or CFA are pluses. Fully remote globally.
Core skills
Required skills
Optional skills
💼 Hiring: Valuation & Financial Advisory Associate - Houlihan Capital 📍 Remote (Global) | 🕐 Posted 19 hours ago | 💰 Bonus eligible | 🧑💻 Full-time | 🔗 Valuation / Financial Reporting / Excel Modeling / Crypto Assets
Houlihan Capital is looking for a Valuation Associate to join the team in a fully remote capacity. This role sits at the intersection of financial reporting, tax, and transaction work across a wide range of asset types, including debt, preferred equity, common equity, options, crypto assets, and structured products.
📋 Responsibilities include:
- Building and populating Excel-based valuation models for equity, debt, and illiquid securities
- Drafting client presentations and reports with supporting analyses
- Conducting industry and market research to inform client engagements
- Managing multiple concurrent workstreams and deadlines with a high degree of independence
🔑 Requirements:
- 1–2 years of experience in valuations for financial reporting or tax purposes
- Bachelor's degree required; MBA or CFA viewed favorably
- Proficiency in Excel; experience with Capital IQ, PitchBook, or Bloomberg is a plus
💡 Perks: Bonus eligible, fully remote.
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What you'll do
- Build and populate Excel-based valuation models for equity, debt, and illiquid securities
- Draft client presentations and reports with supporting analyses
- Conduct industry and market research to inform client engagements
- Manage multiple concurrent workstreams and deadlines independently
- 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.
What they require
- 1–2 years of experience in valuations for financial reporting or tax purposes
- Bachelor's degree required
- MBA or CFA viewed favorably
- Proficiency in Excel
- Experience with Capital IQ, PitchBook, or Bloomberg is a plus
- Bachelor’s degree required. Preferred majors include Finance, Accounting, and Economics.
- 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.
- 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.
Benefits
- Bonus eligible
- Fully remote
- 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.
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.