Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York
$180k - $200kHoulihan Lokey
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan 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. Financial and Valuation AdvisoryOver the past 50+ 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, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 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. Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s real-world transaction experience and market knowledge.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. Our Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President level to focus on managing the execution of client engagements and building out our Portfolio Valuation and Fund Advisory (PV) practice. While the primary execution and business development focus will be for PV, all members of the FVA practice are expected to broadly facilitate our firm’s growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings provided by Houlihan Lokey.The PV-dedicated Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams collaborating across our team of 30+ valuation professionals in 3 continents.ResponsibilitiesLeading 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;The ability to lead the building and reviewing of complex financial models (e.g., to value specific securities or transaction structures);Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform;Develop 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; andBuilding relationships and maintaining direct contact with current and prospective clients.QualificationsThe environment at Houlihan Lokey is multi-faceted and entrepreneurial and, as such, rewards Vice Presidents with substantial responsibility. 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. Candidates must also have strengths in applied financial theory, analytical capabilities, and verbal and written communication skills.Basic QualificationsA minimum of six years of experience in financial services for Vice PresidentsPrior structured product valuation or related experienceExcellent verbal and written communication skillsAdvanced accounting, finance, financial modeling, and analytical abilitiesDemonstrated experience managing Analysts/Associates or other personnelEntrepreneurial 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 systemsHighly motivated with an exceptional work ethic and demonstrated ability and desire to work cooperatively with team members and client professionals.Preferred QualificationsBig Four valuation and/or independent valuation consultants experience is a plus;Master’s degree or progress towards an advanced degree a plus; andCFA designation a plus.Compensation and BenefitsHoulihan 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: $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, 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 BenefitsWe 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. #LI-113773SummaryLocation: Dallas, TX, USA; New York, NY, USAType: Full time
$85k - $125k
...Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation... ...financial and valuation advisory. Our unmatched... ...Portfolio Valuation and Fund Advisory Services... ...practices. Structured Products Valuation AdvisoryDrawing... ...SummaryLocation: New York, NY, USA; Dallas, TX, USAType:...StructuresFull timeWork at officeWorldwide$125k - $290k
...investment and advisory services for pension... ...wealth funds, insurance companies... ...to its client portfolio management team... ..., drive product strategy and capital... ...collaborating on new client focused... ...various investment structures and instruments... ...for this New York, NY, United...StructuresFull timeTemporary workPart time$125k - $290k
...for multi-asset portfolio design and... ...sovereign wealth funds, pension plans,... ...are seeking a vice president to serve as a senior... ...and strategies.Structuring trades to... ...asset classes and product types (equities... ...alternatives and new strategies.... ...salary for this New York, NY, United...StructuresFull timeTemporary workPart time$160k - $200k
...Financial And Valuation... ...valuation advisory. Our unmatched... ..., Portfolio Valuation and Fund Advisory... ...recruiting for a new VP who... ...transaction structures);... ...all work product is accurate... ...rewards Vice Presidents with substantial... ...: New York, NY, USA;... ...IL, USA; Dallas, TX, USAType...StructuresFull timeWork at officeWorldwide- ...managing the firm’s funding, liquidity,... ...management, and liquidity portfolio yield enhancement... ...is looking for a Vice President to join its... ...Execution team in New York. The Funding... ...unsecured funding structures, as well as optimizing... ...Execution product suite includes repos...Structures
$150k - $300k
...headquartered in New York and maintains offices... ..., Singapore, Dallas, Warsaw, Frankfurt... ...services to hedge funds, market makers, agency... ...accounting and portfolio analytics. The... ...Legal & Commercial Advisory: Partner with Prime... ...complex legal entity structures (e.g., hedge funds...StructuresFull timeTemporary workPart time$125k - $290k
...investment and advisory solutions, with... ...that shape their portfolios and long-term investment... ...wealth funds, central banks,... ...opportunistic and structured investments across... ...with product specialists to onboard new investment vehicles... ...salary for this New York, NY, United States...StructuresFull timeTemporary workPart timeWork experience placementWorldwide$100k - $235k
...Sachs is seeking an accomplished Senior Vice President to lead Post-Trade Operations for Equity Derivatives and Structured Products in New York. In this senior leadership position,... ...with Market Risk and Finance to support valuation reviews, exposure monitoring, and the operational...StructuresFull timeTemporary workPart timeWork at office$150k - $300k
...of the most important structural trends in finance:... ...combine the #1 global advisory franchise, a leading... ...clients forward.Bank Debt Portfolio Group (BDPG) -... ...management.Role OverviewAs a Vice President within the TERM group... ...base salary for this New York, New York, United...StructuresFull timeTemporary workPart timeLocal area$150k - $225k
...the most important structural trends in finance... ...the #1 global advisory franchise, a leading... ...Corporate Credit Portfolio Group The... ...bankruptcy positions. The New York team is... ...industries, and products.The role focuses... ...financial modelling, valuation, relative value,...StructuresFull timeTemporary workPart time- ...DescriptionTitle: Associate/Vice President- Private Equity Advisory FirmType: permanentLocation: New York, NYJob description:... ...in analysis, valuation, marketing material development... ...helping create new product/service areas.... ...advisory services to LPs or Fund of Funds. • Education...Permanent employmentInternship
$129.84k - $194.76k
The Product Sales Sr Specialist is a strategic professional... ...with a strong new business acquisition mindset... ...transformation Structure and lead complex deal execution... ...and digital solutions Portfolio Management & Analytics... ...Primary Location New York, New York, United States...Structures$100k - $250k
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...Morgan Stanley’s Private Capital Advisory (“PCA”) group, is seeking an Associate or Vice President in the New York office. The Private Capital... ...closely with industry and product groups across the firm to... ...provide relevant market insight, structuring advice, and best-in-class...StructuresFull timeTemporary workWork at officeWorldwide$250k - $260k
..., and financial and valuation advisory. Our unmatched transaction... ...Group originates, structures, and executes... ...healthcare industry. Vice Presidents work on transactions... ...to various financing products, techniques and applications... ...682SummaryLocation: New York, NY, USAType: Full...StructuresFull timeWork experience placement$150k - $300k
...the most important structural trends in finance... ...the #1 global advisory franchise, a leading... ...coverage with product expertise, capital... ...headquartered in New York City, with regional... ..., Chicago, and Dallas.This specific role... ...YOUR POTENTIAL Vice president and Associates in...StructuresLocal area$125k - $290k
...for multi-asset portfolio design and... ...sovereign wealth funds, pension plans,... ...are seeking a Vice President to join the Third... ...recommendations, including product-specific... ...after joining. Structure and implement... ....Review new portfolio designs... ...salary for this New York, NY, United...StructuresFull timeTemporary workPart time$210k
Job DescriptionVice President, Senior Front Office... ...Capital Markets, LLC, New York, NY: Responsible to... ...securitized products and structured credit pricing / default... ...applicable to Central Funding Group (CFG) business... ...maintain pricing and valuation libraries for fixed...StructuresFull timeWork experience placementRemote workMonday to Friday1 day per week$125k - $250k
...investment and advisory services for pension... ...wealth funds, insurance companies... ..., and Options portfolios globally for... ...A/B tests for new trading ideas and... ...global market structure developments and... ...to automate the production of market structure... ...for this New York, NY, United...StructuresFull timeTemporary workPart time$130k - $260k
Corporate Treasury - Mortgages Trader/Portfolio Manager - Vice President - New York We’re a team within an evolving... ...for managing the firm’s structural interest rate risk and the firm’s... ..., futures, repos, and other macro products. The team works out of the New York...StructuresFull timeTemporary workPart time$125k - $290k
...insurance companies, pension funds, and endowments. The... ...collaboration between portfolio managers, research... ...ResponsibilitiesGenerate new investment ideas through... ...across all Agency MBS products and account types, ensuring... ...salary for this New York, New York, United States...Full timeTemporary workPart time$130k - $250k
...the firm’s liquidity, funding, balance sheet, etc.;... ...centralized engineering structure in support of The Core... ...for facilitating the production of the firm’s financials... ...the Compliance models portfolio in 2024. To achieve... ...firm. Headquartered in New York, we maintain offices around...StructuresFull timeTemporary workPart time$235k - $250k
..., diversified portfolios, including specialty... ...leasing, structured products, net lease,... ...Pathfinder family of funds have been... ...functions. This is a new multi-... ...analytics, risk, valuation, hedging,... ...class medical advisory team, a mental... ...SummaryLocation: New York, NYType: Full...StructuresFull timeTemporary workWork experience placementFlexible hours$150k - $300k
...OverviewWe are seeking a Vice President, Solutions... ...derivatives, structured products, and long/short... ...Tailored Wealth Advisory Solutions: Serve... ...forwards, exchange funds, and covered... ...and institutional portfolio construction.Interpersonal... ...salary for this New York, NY, United...StructuresFull timeTemporary workPart time- ...oversee the firm’s deposit portfolio and directly... ...executing the firm’s funding strategy. Working closely... ...knowledge of the funding products raised within Treasury... ...evaluation, transaction structuring, client/contract... ...and help to facilitate new product launchesConduct...StructuresContract work
- ...We are looking for a Vice President of Data Products & Solutions to lead — and... ...and P&L across two distinct portfolios: Internal Enablement — tools... ...buyers and hedge funds, proprietary AI training datasets... ...for institutional buyers, structured AI training datasets, and...StructuresShift work
$125k - $250k
...Markets provides financing, advisory services, risk distribution... ...our financing, origination, structuring, and risk management solutions... ...markets, derivative products, deal flows.Expert in translating... ...expected base salary for this New York, NY, United States-based position...StructuresFull timeTemporary workPart timeWork experience placement$275k
...Vice President – Alternative Capital Solutions Location: New York, NY When clients seek to raise capital... ...provides innovative structuring, market insight, and... ...management, and other product partners to deliver integrated... ...financial analyses, valuation assessments,...StructuresFull timeTemporary workWork at office$150k - $300k
...of cash and derivative products. We operate a fully... ..., inflation products, structured notes, and risk management... ...hedging and portfolio risk decisions, and developing... ...financial institutions, and fund managers. We help them... ...base salary for this New York, NY, United States-...StructuresFull timeTemporary workPart timeWork at office
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