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Associate, Portfolio Valuation and Fund Advisory Services - Multiple Locations

$100k - $160k

Houlihan Lokey

Portfolio Valuation Associate

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.

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.

We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial and valuation advisory challenges, including the valuation of complex businesses, securities, and transaction structures. As an Associate in our Portfolio Valuation Practice, you will play a key role on our engagement teams, which typically comprise at least one Managing Director, Vice President, Associate and one or more Financial Analysts. Your primary activities will include valuing debt, equity and structured securities; presenting analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients and to fiduciaries; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with client personnel; assisting with sales and marketing initiatives; and directing the efforts of financial analysts.

The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards Associates with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, and possesses strong quantitative skills.

  • Bachelor's degree (in Finance a plus)
  • Minimum of 3-5+ years of valuation experience
  • Strong analytical abilities
  • Excellent verbal and written communication skills
  • Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.
  • A fundamental understanding of financial valuation theory, methodologies, and applications
  • Strong knowledge of Excel modeling
  • Demonstrated ability to work cooperatively with team members.
  • Ability to work independently in a fast-paced environment.
  • An exceptional work ethic.
  • Experience at Big Four or an Independent Valuation Advisory firm a plus.

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:

$100,000 - $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:

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.

Vacancy posted 2 days ago
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