Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX

Responsibilities

• Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private credit funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors;
• Leading business and financial due diligence sessions with clients;
• Directing the efforts of Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe;
• Performing financial statement analysis and other quantitative and qualitative assessments;
• Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed;
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations;
• Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors, including the energy and infrastructure industry and oil and gas sector;
• Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate;
• Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models;
• Reviewing third-party and in-house oil and gas reserves reports, understanding relevant energy industry metrics, and reviewing net asset value analyses for upstream oil and gas companies;
• Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities;
• Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey;
• Designing and drafting client deliverables;
• Presenting valuation analyses and conclusions internally and externally;
• Participating in internal discussions of key takeaways from quarterly engagements across the energy portfolios of PV clients and preparing summaries for internal and external circulation;
• Assisting in the preparation of quarterly energy market updates;
• Coordinating with internal administrative support teams to complete revenue accruals, prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures;
• Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda;
• Participating in discussions with in-house and outside legal counsel as required;
• and
• Assisting with marketing initiatives for prospective and existing clients.

Qualifications

• The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development.
• Candidates must have a strong knowledge of finance and valuation, including valuation of oil and gas assets.
• Candidates must also have strengths in applied financial theory, analytical capabilities, and verbal and written communication skills.
• Basic Qualifications:
• Bachelor’s degree in Finance, Accounting, Business, or Applied Economics
• A minimum of one year of experience in valuation for experienced Financial Analysts
• A minimum of three years of experience in valuation for Associates
• Prior equity and/or debt valuation or related experience
• Excellent verbal and written communication skills
• Advanced accounting, finance, financial modeling, and analytical abilities
• Demonstrated 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 and desire to work cooperatively with team members and client professionals.
• PREFERRED QUALIFICATIONS:
• Big Four valuation or; independent valuation consultants experience, and/or is a plus
• Master’s degree or progress towards an advanced degree a plus
• CFA designation a plus.

Compensation And Benefits

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 firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $85,000 - $160,000 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: 2026 Benefits

About the role

To learn more about Houlihan Lokey, please visit HL.com.

Pay

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 firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $85,000 - $160,000 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.

Schedule

The open position is for an Experienced Financial Analyst or Associate based in the Houston office who will be dedicated to executing client engagements, particularly for the energy and infrastructure industries, as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice.