Business Unit:

Financial and Valuation Advisory

Industry:

GEN - General

Qualifications

• Finance or Marketing major with a graduation date between December 2027 and June 2028

• Strong analytical abilities and financial and computer skills (Excel in particular)

• Ability to create and modify presentations within PowerPoint

• A demonstrated ability to work cooperatively with all levels of staff

• Excellent verbal and written communication skills

• Able to adapt to fast moving culture and pivot tasks as needed

Overview

Houlihan Lokey’s national priority account program for Corporate and Private Equity accounts (“CAPE”) is a client-focused practice with a high-performing team strategically aligned to the Financial Valuation and Advisory (“FVA”) practice. CAPE is focused on positioning a distinctive HL brand in the marketplace and driving long-term revenue growth.

The primary focus of the early internship position is to get exposure to different strategic efforts driving the CAPE program. The intern will support the program’s leadership and broader team to report performance at the account and program level, implement key tools and initiatives and help manage communication across all priority accounts.

Responsibilities

• Assist with monthly reporting including reconciling revenue, backlog, pipeline, and projected revenue vs budget across all CAPE accounts.

• Assist with monthly reporting of performance metrics including deal flow, portfolio activity and fee analysis.

• Assist with research for account related industry, economic, regulatory, and market trends.

• Assist with dashboarding and knowledge management tools needs.

• Assist with tracking and current portfolio for CAPE accounts.

• Assist with internal communications:

  • Composition and distribution of bi-annual CAPE Newsletter

  • Distribution of account newsfeeds (i.e., transaction announcements) to account teams

• Assist with the assessment of target accounts including pulling reports from Salesforce, mapping relationships and key contributors, as defined by the program.

• Assist with pitch/presentation materials and collateral including formatting and coordination of content from FVA marketing, FVA experts, CAPE account team.

• Attend monthly team calls and assist with any ad-hoc administrative duties.

Houlihan Lokey Overview

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).

Financial & Valuation and Advisory Overview

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, retained counsel, investors, and business owners we serve. LSEG (formerly Refinitiv) ranked us the No. 1 U.S. 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, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

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.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is:

$36.00-$36.06

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:

2025 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.