Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York

Responsibilities

• Analyzing and valuing various structured products, asset-backed loans, loan pools and other illiquid securities
• Determining relevant valuation assumptions based on historical performance, collateral type, and economic scenarios
• Utilizing a discounted cash flows framework to derive value indications at appropriate market discount margins / yields
• Performing market research; calibrating proprietary valuation models to incorporate market-based assumptions
• Preparing client deliverables including valuation reports, pitch materials and information requests
• Participating in due diligence meetings/discussions and drafting responses to auditor questions regarding valuation analyses prepared by Houlihan Lokey
• Presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
• Performing quantitative and qualitative assessments on distribution reports, financial statement, and other sources of information, as required
• Assisting in the researching and reporting on (a) general economic conditions, (b) industry-specific conditions and trends, and (c) various investment attributes of illiquid securities
• Assisting with sales and marketing initiatives for prospective and existing clients
• Performing other ad-hoc research, analytics, and support for the FVA project teams as required

Qualifications

• The ideal candidate should have 1-3 years of work experience
• A Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
• A fundamental understanding of financial valuation theory, methodologies, and applications
• Strong analytical abilities including demonstrated ability to model discounted cash flows
• Strong problem solving skills and the ability to work through complex financial models to determine the key assumptions, implicit caveats and limitations
• Strong knowledge of Excel
• Excellent verbal and written communication skills; ability to prepare reports and presentations to team and clients, including graphic and written sections
• Demonstrated ability to work cooperatively with team members
• Ability to work independently in a fast paced environment
• An exceptional work ethic and attention to detail
• Ability to manage multiple projects and interact with clients and internal management
• Flexibility to travel to client site for due diligence meetings as required

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-$125,000 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.