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

About the role

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. Our Financial and Valuation Advisory practice has established one of the largest worldwide financial and valuation advisory practices over the past 50+ years. 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
• Leading the building and reviewing of complex financial models
• 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 in business development initiatives
• Building relationships and maintaining direct contact with current and prospective 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.

• A minimum of six years of experience in financial services for Vice Presidents
• Prior structured product 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 include Big Four valuation and/or independent valuation consultants experience, Master’s degree or progress towards an advanced degree, and CFA designation.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $180,000 - $200,000. Actual salary at the time of hire may vary and may be above or below the range based on various factors. Houlihan Lokey provides a competitive benefits package.