Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York

Houlihan Lokey, Inc. (NYSE: HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data‑driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Business Unit

Financial and Valuation Advisory

Industry

Portfolio Valuation

Role Summary

The open position is for a Vice President based in the New York or Dallas office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice.

Responsibilities

• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing structured and asset‑backed investments;
• Leading the valuation review process;
• Directing the efforts of Associates and Financial Analysts;
• Presenting valuation analyses and conclusions internally and externally;
• Managing client deliverables;
• Building and reviewing complex financial models to value specific securities or transaction structures;
• Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform;
• Developing creative content, thought leadership and collaboration across service lines;
• Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda;
• Pitching engagements and leading business development initiatives;
• Building relationships and maintaining direct contact with current and prospective clients.

Basic Qualifications

• Minimum six years of experience in financial services at the Vice President level;
• Prior structured product valuation or related experience;
• Excellent verbal and written communication skills;
• Advanced accounting, finance, financial modeling, and analytical abilities;
• Experience managing Analysts/Associates or other personnel;
• Entrepreneurial attitude: desire and willingness to support a growing practice and contribute across the full suite of offerings;
• Strong command of Microsoft Excel, PowerPoint and common database systems;
• Highly motivated with an exceptional work ethic and demonstrated ability to work cooperatively with team members and client professionals.

Preferred Qualifications

• Big Four valuation and/or independent valuation consultant experience;
• Master’s degree or progress toward an advanced degree;
• CFA designation.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The possible salary range at the time of posting is $180,000 – $200,000. Actual salary may vary based on qualifications, skills, experience, service line and location. The firm provides a competitive benefits package.

Equal Opportunity Employer Statement: 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.