Associate, Financial Due Diligence, Transaction Advisory Services
Houlihan Lokey
Business Unit:
Financial And Valuation AdvisoryIndustry:
Transaction Advisory Services

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.

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, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 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.


Transaction Advisory Services
Houlihan Lokey’s Transaction Advisory Services (TAS) practice assists private equity and corporate clients with financial, IT and tax due diligence, business analytics and technical accounting matters associated with corporate mergers, divestitures and acquisitions (M&A). Drawing on Houlihan Lokey’s market leadership in middle-market M&A transactions, our due diligence experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
TAS India
Houlihan Lokey set up TAS operations in India in July 2022. TAS India services currently comprise financial due diligence, accounting and financial reporting, and data analytics. It’s a rapidly-growing practice and a growth enabler for HL TAS globally. Our coverage includes working on and leading US and cross-border deals as well as developing opportunities in India and APAC markets.
We have a highly integrated operating model which delivers exceptional value to our clients worldwide and provides extraordinary experience and opportunities to our people. With an industry-aligned structure and innovation-focused environment, we provide a unique proposition of building functional, industry and technology expertise, along with enhanced project management and business development opportunities to our people.
Job Purpose:
TAS India is looking to add talented financial professionals at the Associate level to our fast-growing FDD team. As a professional in the group, you will be teamed with a highly talented and dedicated group of transaction advisory professionals, providing you broad exposure to different transactional issues affecting businesses within the M&A market today. We offer a unique opportunity to work in a variety of industries on an investment banking platform, providing exposure to the broader corporate finance industry and capital markets.
Responsibilities & Deliverables:
Participate in buy-side and sell-side financial due diligence engagements
Analyzing in depth the financial information (trial balances, income statements, balance sheets and cash flows)
Identification of key issues and carrying out the relevant financial analysis
Undertaking smaller assignments or assisting in larger assignments reporting to a Manager
Writing FDD / VDD report
Develop operational insights utilizing data & analytics in order analyze the drivers of profitability and evaluate key risks and opportunities of a company
Build industry skills and qualifications
Learning and deploying new-age technologies to enhance insights and efficiency on engagements (our tech stack includes Tableau, Dataiku, Snowflake)
Reviewing the work performed by the subordinates and coaching them
Establishing strong professional relationships with client
Other ad-hoc pre-acquisition and post-acquisition due diligence and research support tasks
Basic Qualifications:
Qualifications: CA / CPA / MBA / PGDM in Finance or Accounting
Experience: 3 to 6 years of relevant experience in a similar role in a professional services firm
Preferred Qualifications:
Working knowledge of accounting and financial skills (IFRS and GAAP)
Strong Microsoft Excel and PowerPoint Skills
Excellent written / verbal communication and interpersonal skills
Highly motivated with an exceptional work ethic, and a demonstrated ability and desire to work cooperatively with team members and client professionals
Strong analytical abilities
Knowledge of and experience with data analytics technologies such as Tableau, PowerBI, Alteryx, Dataiku will be an added advantage
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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