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Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

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Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

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 firms 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.

Business Unit:

Financial and Valuation Advisory

Industry:

Generalist/REVS

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 firms 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 Valuation and Advisory

Over the past 40 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 2021, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. 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.

Real Estate Valuation and Advisory Services

Houlihan Lokeys Real Estate Valuation and Advisory Services practice (REVS) brings dedicated expertise to the unique challenges inherent in valuing real estate assets. Our seasoned team of real estate professionals has a distinguished history of valuing real estate companies and their underlying securities, large real estate portfolios, and individual properties.

The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS). Our capabilities go far beyond appraisal, with our REVS team regularly working alongside our Real Estate, Lodging & Leisure Group (Corporate Finance/ Restructuring) to provide distinctive expertise in transaction execution. Such market intelligence empowers our REVS team to deliver real-time insight based on real-world transactional experience.

Job Description

Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes.

The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals.

Responsibilities & Deliverables:

• Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more).
• Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions.
• Collect, manipulate, and analyze property, market and financial data.
• Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc.
• Analyze historic property operating statements and analyze leases.
• Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return.
• Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations.
• Prepare reports and presentations to team and clients, including graphic and written sections.
• Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties.
  
  

• 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities.
• A strong interest in real estate advisory work (ie, valuation consulting).
  
  

• Undergraduate coursework in real estate finance, real estate valuation, or related fields
• Knowledge of real estate valuation theory, methodologies, and applications
• Strong analytical abilities
• Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint
• Experience in ARGUS is strongly preferred
• Excellent verbal and written communication skills
• Strong work ethic and attention to detail
• Ability to multi-task and work in a fast-paced environment
• Excellent organizational, problem solving and communication skills
• Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser
• CPA, CFA or other financial credential a plus
• Willingness to travel
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Investment Banking

Referrals increase your chances of interviewing at Houlihan Lokey by 2x

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Business Unit: Financial and Valuation Advisory

Industry: GENREVS - Generalist/REVS

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 firms commitment to client success across its advisory services.

Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters, including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources.

The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes.

The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals.

• Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more).
• Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions.
• Collect, manipulate, and analyze property, market and financial data.
• Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc.
• Analyze historic property operating statements and analyze leases.
• Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return.
• Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations.
• Prepare reports and presentations to team and clients, including graphic and written sections.
• Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties.

• 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities.
• A strong interest in real estate advisory work (ie, valuation consulting).

• Undergraduate coursework in real estate finance, real estate valuation, or related fields
• Knowledge of real estate valuation theory, methodologies, and applications
• Strong analytical abilities
• Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint
• Experience in ARGUS is strongly preferred
• Excellent verbal and written communication skills
• Strong work ethic and attention to detail
• Ability to multi-task and work in a fast-paced environment
• Excellent organizational, problem solving and communication skills
• Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser
• CPA, CFA or other financial credential a plus
• Willingness to travel

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firms good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $70,000.00-$125,000.00. 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 candidates 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

Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

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 firms 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.

Business Unit:

Financial and Valuation Advisory

Industry:

Generalist/REVS

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 firms 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 Valuation and Advisory

Over the past 40 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 2021, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. 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.

Real Estate Valuation and Advisory Services

Houlihan Lokeys Real Estate Valuation and Advisory Services practice (REVS) brings dedicated expertise to the unique challenges inherent in valuing real estate assets. Our seasoned team of real estate professionals has a distinguished history of valuing real estate companies and their underlying securities, large real estate portfolios, and individual properties.

The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS). Our capabilities go far beyond appraisal, with our REVS team regularly working alongside our Real Estate, Lodging & Leisure Group (Corporate Finance/ Restructuring) to provide distinctive expertise in transaction execution. Such market intelligence empowers our REVS team to deliver real-time insight based on real-world transactional experience.

Job Description

Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes.

The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals.

Responsibilities & Deliverables:

• Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more).
• Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions.
• Collect, manipulate, and analyze property, market and financial data.
• Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc.
• Analyze historic property operating statements and analyze leases.
• Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return.
• Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations.
• Prepare reports and presentations to team and clients, including graphic and written sections.
• Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties.
  
  

• 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities.
• A strong interest in real estate advisory work (ie, valuation consulting).
  
  

• Undergraduate coursework in real estate finance, real estate valuation, or related fields
• Knowledge of real estate valuation theory, methodologies, and applications
• Strong analytical abilities
• Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint
• Experience in ARGUS is strongly preferred
• Excellent verbal and written communication skills
• Strong work ethic and attention to detail
• Ability to multi-task and work in a fast-paced environment
• Excellent organizational, problem solving and communication skills
• Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser
• CPA, CFA or other financial credential a plus
• Willingness to travel
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Investment Banking

Referrals increase your chances of interviewing at Houlihan Lokey by 2x

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Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

Join to apply for the Financial Analyst - Real Estate Valuation and Advisory Services - Multiple Locations role at Houlihan Lokey

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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 firms 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.

Business Unit:

Financial and Valuation Advisory

Industry:

Generalist/REVS

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 firms 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 Valuation and Advisory

Over the past 40 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 2021, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. 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.

Real Estate Valuation and Advisory Services

Houlihan Lokeys Real Estate Valuation and Advisory Services practice (REVS) brings dedicated expertise to the unique challenges inherent in valuing real estate assets. Our seasoned team of real estate professionals has a distinguished history of valuing real estate companies and their underlying securities, large real estate portfolios, and individual properties.

The group is composed of credentialed industry professionals who hold the MAI designation awarded by the Appraisal Institute, Certified Public Accountants, as well as Accredited Senior Appraisers of the American Society of Appraisers (ASA) and professional members of the Royal Institute of Chartered Surveyors (MRICS and FRICS). Our capabilities go far beyond appraisal, with our REVS team regularly working alongside our Real Estate, Lodging & Leisure Group (Corporate Finance/ Restructuring) to provide distinctive expertise in transaction execution. Such market intelligence empowers our REVS team to deliver real-time insight based on real-world transactional experience.

Job Description

Our Real Estate Valuation and Advisory Services (REVS) team is recruiting for a new Financial Analyst. We have availability in our Los Angeles, Chicago, Dallas, and New York offices. As a Financial Analyst, you will review and analyze complex real estate models, conduct market and financial research regarding real estate supply, demand, pricing and investment parameters; including in-market interviews, data gathering and confirmation of comparable transactions as well as utilizing data subscription sources. The Financial Analyst will work with other Analysts, Associates, and Officers to execute valuation advisory work, often in connection with high profile real estate transactions. You will work with many leading REITs, real estate private equity firms, and real estate operators, analyzing and valuing their investments for a variety of purposes.

The Financial Analyst will work with a highly talented and dedicated staff of professionals who will give broad exposure to the many different issues and concerns affecting real estate businesses and investors today. The environment at Houlihan Lokey is collegial and entrepreneurial and rewards Financial Analysts with substantial responsibility and interaction with senior-level professionals.

Responsibilities & Deliverables:

• Work alongside Analysts, Associates, and Officers valuing commercial real estate investments across various asset classes (multifamily, retail, industrial, hospitality, and more).
• Be actively involved in various client engagements, including valuation and advisory work related to investor and financial reporting, due diligence, and transaction opinions.
• Collect, manipulate, and analyze property, market and financial data.
• Acquire knowledge of the use and capabilities of subscription data sources and software, including Costar, REIS, Green Street, Real Capital Analytics, Marshall Valuation Services, ARGUS, etc.
• Analyze historic property operating statements and analyze leases.
• Assist Associates and Officers in the preparation of complex cash flow models using Excel and/or ARGUS software, including analyzing available data to estimate revenues, costs, and rates of return.
• Estimate value of real estate investments at various levels of the capital stack, including asset-level valuations, equity valuations, preferred equity valuations, and debt valuations.
• Prepare reports and presentations to team and clients, including graphic and written sections.
• Assist in marketing pitches, real estate thought leadership articles, and other ad-hoc duties.
  
  

• 1-3 years of real estate industry experience, with a preference towards direct real estate valuation experience demonstrating analytical capabilities.
• A strong interest in real estate advisory work (ie, valuation consulting).
  
  

• Undergraduate coursework in real estate finance, real estate valuation, or related fields
• Knowledge of real estate valuation theory, methodologies, and applications
• Strong analytical abilities
• Proficiency with Excel (particularly modeling skills, writing macros, etc.) and PowerPoint
• Experience in ARGUS is strongly preferred
• Excellent verbal and written communication skills
• Strong work ethic and attention to detail
• Ability to multi-task and work in a fast-paced environment
• Excellent organizational, problem solving and communication skills
• Possession of or progress towards real estate industry certification licenses, such as MAI, CCIM, certified general real estate appraiser
• CPA, CFA or other financial credential a plus
• Willingness to travel
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales
• Industries Investment Banking

Referrals increase your chances of interviewing at Houlihan Lokey by 2x

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Job Description

The Valuation Manager is responsible for leading, managing, and reviewing business valuation engagements for a range of purposes, including estate and gift planning, internal succession, mergers and acquisitions, and strategic advisory. This position plays a key role in the execution and growth of the firm's valuation service line, working closely with internal teams and external advisors to ensure technically sound and advisory-driven deliverables. The role also includes staff development, client management, cross-functional collaboration, and support of business development efforts.

Essential Position Responsibilities

• Lead and manage a variety of business valuation engagements across multiple industries and purposes.
• Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.
• Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).
• Mentor and develop team members, providing guidance, real-time feedback, and training.
• Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.
• Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.
• Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.
• Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.
• Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.

Requirements

• Bachelor’s degree in accounting, finance, economics, or related field required.
• Professional designation such as CPA, ABV, ASA, CFA, or CVA (or progress toward) preferred.
• 5–8 years of business valuation experience, with demonstrated proficiency in both compliance and consulting engagements.
• Demonstrated strength in analytical thinking and advanced financial modeling
• Proficient in leveraging technology and analytical tools to improve efficiency and accuracy
• Proven ability to manage multiple projects, prioritize tasks, and consistently meet deadlines
• Clear and effective communicator, both written and verbal, with the ability to explain complex concepts to diverse audiences
• Collaborative team member who contributes to a positive and productive work environment
• Creative problem-solver with a proactive and innovative mindset.

Preferred Experience:

• Exposure to transaction advisory, succession planning or private equity environments.
• Familiarity with proactive planning approaches help increase enterprise value.
• Comfort with reviewing legal documents such as shareholder agreements, LOIs, or buy-sell agreements.
• Comfort with LLM models and automation.

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Job Description

The Valuation Manager is responsible for leading, managing, and reviewing business valuation engagements for a range of purposes, including estate and gift planning, internal succession, mergers and acquisitions, and strategic advisory. This position plays a key role in the execution and growth of the firm's valuation service line, working closely with internal teams and external advisors to ensure technically sound and advisory-driven deliverables. The role also includes staff development, client management, cross-functional collaboration, and support of business development efforts.

Essential Position Responsibilities

• Lead and manage a variety of business valuation engagements across multiple industries and purposes.
• Review, finalize, and sign off on valuation reports, ensuring consistency, defensibility, and adherence to best practices and applicable standards.
• Serve as the primary client contact, effectively communicating scope, process, findings, and recommendations to clients and their advisors (e.g., attorneys, CPAs, wealth advisors).
• Mentor and develop team members, providing guidance, real-time feedback, and training.
• Collaborate across service lines to deliver cohesive, value-added solutions tailored to client needs.
• Support business development, including scoping new opportunities, developing proposals, pricing engagements, and identifying additional areas of client value.
• Identify enterprise value-enhancing strategies and proactively introduce planning ideas to clients and internal teams.
• Stay current on valuation standards, tax laws, market conditions, and emerging trends in business valuation and consulting.
• Improve internal systems and processes, contributing to the refinement of templates, models, and scalable engagement frameworks.

Requirements

• Bachelor’s degree in accounting, finance, economics, or related field required.
• Professional designation such as CPA, ABV, ASA, CFA, or CVA (or progress toward) preferred.
• 5–8 years of business valuation experience, with demonstrated proficiency in both compliance and consulting engagements.
• Demonstrated strength in analytical thinking and advanced financial modeling
• Proficient in leveraging technology and analytical tools to improve efficiency and accuracy
• Proven ability to manage multiple projects, prioritize tasks, and consistently meet deadlines
• Clear and effective communicator, both written and verbal, with the ability to explain complex concepts to diverse audiences
• Collaborative team member who contributes to a positive and productive work environment
• Creative problem-solver with a proactive and innovative mindset.

Preferred Experience:

• Exposure to transaction advisory, succession planning or private equity environments.
• Familiarity with proactive planning approaches help increase enterprise value.
• Comfort with reviewing legal documents such as shareholder agreements, LOIs, or buy-sell agreements.
• Comfort with LLM models and automation.

Benefits

Health insurance; dental insurance; vision insurance; an employer funded profit-sharing plan with a 401(k) option (upon meeting eligibility requirements), group term life insurance, disability insurance, flexible spending accounts and a flexible time off and paid leave program.

Join to apply for the Sr Valuation Analyst role at TalentAlly 2 days ago Be among the first 25 applicants Join to apply for the Sr Valuation Analyst role at TalentAlly About Us About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About The Role The Senior Valuation Analyst is responsible for the overall pricing process within Enterprise Data Services as it applies to fixed income securities, exchange-traded equities and derivatives, as well as currencies. The candidate will perform pricing and quality control functions on a daily basis while working with internal teams and market data vendors to improve the Firm's pricing process. The candidate has a strong sense of responsibility, teamwork, and an energetic approach to process improvement. The role requires an individual who can work well independently, is a problem solver, and is knowledgeable of departmental and company responsibilities. We are looking for someone who is passionate about valuation, stays abreast on topics within the pricing industry as well as vendor initiatives and is knowledgeable of different security types, systems, tools and workflows. Responsibilities Execute and oversee daily valuation processes for fixed income, equity, and derivative instruments. Perform quality control checks and resolve pricing exceptions in collaboration with internal teams and external vendors. Support the transition of valuation workflows to the Western time zone, ensuring continuity and operational resilience. Partner with technology and data teams to enhance pricing tools, automation, and exception handling. Maintain documentation of pricing methodologies, controls, and audit trails. Contribute to projects focused on improving valuation accuracy, transparency, and efficiency. Provide subject matter expertise on pricing models, vendor feeds, and market conventions. Qualifications The successful candidate for this position is likely to: 3+ years of experience in valuation, pricing operations, or a related financial services role. Strong understanding of fixed income, equity, and derivative instruments. Familiarity with pricing vendors (e.g., Bloomberg, ICE, Standard and Poor's, Refinitiv) and valuation tools. Proficiency in Excel; experience with SQL, Python, or Tableau is a plus. Excellent analytical, problem-solving, and communication skills. Ability to work independently and collaboratively in a fast-paced environment. Preferred Attributes Experience supporting global operations or working across time zones. Exposure to enterprise data platforms and security master systems. Demonstrated initiative in process improvement and automation. Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 65,000 - 150,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term. PDN-9f90f0eb-e432-4f39-8e9d-9337f9186267 Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Other Industries Technology, Information and Media Referrals increase your chances of interviewing at TalentAlly by 2x Get notified about new Valuation Analyst jobs in San Francisco, CA . 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