Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York
$85k - $125kHoulihan Lokey, Inc.
Financial Analyst
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.
Our professionals have analyzed multibillion-dollar portfolios of individual securities, whole loans, and everything in between on behalf of originators, hedge funds, private equity funds, banks, insurance companies, fund administrators, and other financial institutions.
Responsibilities include 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; reviewing and compiling published financial information; 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; performing quantitative and qualitative assessments on distribution reports, financial statement, and other sources of information, as required; assisting in the researching and reporting on general economic conditions, industry-specific conditions and trends, and 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.
The ideal candidate should have 1-3 years of work experience; 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 may include 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, Inc.$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation... ...and valuation advisory. Our... ...Valuation and Fund Advisory Services... ...practices. Structured Products Valuation AdvisoryDrawing... ...Financial Analyst position... ...: New York, NY, USA; Dallas, TX, USAType...StructuresFull timeWork at officeWorldwide$180k - $200k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation... ...valuation advisory. Our unmatched... ...and Fund Advisory Services... ...in the New York or Dallas office who... ...towards valuing structured and asset-... ...Financial Analysts;Presenting... ...structured product valuation or...StructuresFull timeWork at officeWorldwide$100k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation... ...and valuation advisory. Our... ...Valuation and Fund Advisory Services... ...transaction structures. As an Associate... ...Financial Analysts. Your... ...their work product to ensure the... ...Chicago, IL, USA; Dallas, TX, USA;...StructuresFull timeWorldwide$80k - $95k
...Financial Analyst Houlihan Lokey, Inc. (NYSE:HLI) is a leading global... ...restructuring, and financial and valuation advisory. Our unmatched transaction... ...received the HFM US Hedge Fund Services Awards in which... ...: Supporting FVA portfolio valuation teams, which provide...Suggested$150k - $200k
...Experienced Associate, Portfolio Valuations Lincoln International... ...advisory, private funds and capital... ...forge deep, productive client... ...hybrid work structure with an... ...contribute to Analysts'... ...support new business... ...reviewing financial models and... ...Illinois, New York or...StructuresCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work- ## Portfolio Reporting AnalystApplylocations... ...: Dallas, Texastime... ...in New York and our affiliate... ...capital structure and... ...the most experienced managers in... ...Reporting Analyst. This candidate... ...book and valuation process,... ...maintain financial models.* Assist... ...Office products.* Highly motivated...StructuresPermanent employmentInternshipWork at officeLocal areaWorldwide
$160k - $200k
Business Unit:Financial And Valuation... ...valuation advisory. Our unmatched... ..., Portfolio Valuation and Fund Advisory... ...recruiting for a new VP who... ...team of Analysts and Associates... ...structures);Presenting... ...all work product is accurate... ...SummaryLocation: New York, NY, USA;... ...IL, USA; Dallas, TX,...StructuresFull timeWork at officeWorldwide- ...role based in Dallas, Texas.... ...to join our Portfolio Accounting -... ...Based Finance, Structured Credit, Infrastructure... ...and monitor new investment... ...quarterly valuation process Assist with the production of daily,... ...and financial, and compile... ...management firm, or fund admin...StructuresFull timeLocal areaImmediate start
$175k - $225k
...for a better financial future.We... ...a number of portfolios. Its flagship... ...Investment Fund, is one of the... ...agency MBS, CMO structuring and... ...securitized products in the context... ...infrastructure.Bring new ideas,... ..., risk, and valuation; a proactive... ...Angeles, CA; New York, NY; Dallas, TX;...StructuresFull timePart timeWork experience placementWork at officeLocal areaFlexible hours$154.5k - $302k
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...Experienced Analyst, Transaction Opinions... ...& Board Advisory... ...and their portfolio companies... ...private funds and capital... ...advisory, and valuations and fairness... ...deep, productive client relationships... ...work structure with an... ...financial models and... ...Illinois, New York or California...StructuresCurrently hiringWork at officeRemote workWork visaMonday to ThursdayShift work$111.1k - $130.7k
...better and smarter financial decisions and... ...career. Try new things, learn new... ...for an experienced credit professional... ...high performing Portfolio Management team... ...the Denver or Dallas office. This position... ...procedures and products - Strong... ...) and employer-funded retirement plan...Temporary workWork experience placementWork at officeLocal area3 days per week$124k - $280k
...Accounting Advisory Services)Management... ..., financial reporting,... ...transaction structures, and capital... ...concentration in valuation methods,... ...and production facilities... ...intend to hire experienced or entry level... ...; TX-Dallas; CA-Los Angeles... ...Boston; NY-New York; CA-San Diego...StructuresFull timeH1b$99k - $232k
...Accounting Advisory Services)Management... ..., financial reporting,... ...transaction structures, and capital... ...concentration in valuation methods,... ...and production facilities... ...intend to hire experienced or entry level... ...; TX-Dallas; CA-Los Angeles... ...Boston; NY-New York; CA-San Diego...StructuresFull timeH1b- ...Asset Finance Group in Dallas. This is a unique... ...play a critical role in portfolio management, monitoring... ...comprehensive credit analysis, financial modeling, and... ...analyze complex financial structures and assess credit risk... .... Headquartered in New York, we maintain offices around...Structures
$77k - $202k
...Accounting Advisory Services)... ...accounting, financial reporting,... ...structures, and capital... ...generate new ideas and... ...concentration in valuation methods, Other... ...and production facilities... ...intend to hire experienced or entry... ...Washington; TX-Dallas; CA-Los... ...; NY-New York; CA-San...StructuresFull timeH1b$85k - $125k
Houlihan Lokey is seeking a Financial Analyst in Dallas, TX to join their Financial Valuation Advisory Services. In this hybrid role, you will analyze structured products, utilize financial models, and prepare valuation reports while interacting with clients. The ideal...Structures- Controllers, AWM Fund Controllers, Associate, Dallas location_on... ...firm meets the financial control and reporting... ...quarterly / monthly valuations and NAVs for... ...Business Teams, Product Services, Operations... ...Able to grasp new concepts quickly... ...in New York, we maintain offices...Full timeTemporary work
- ...Private Equity Fund Accounting... ...Location: Dallas, Texas Company... ...of the most experienced service... ...office, risk, valuations, middle... ...United States (New York & Dallas), Grand... ...and hybrid structures. The team... ...calculations and financial statements... ...of new products. Manage and...StructuresWork at officeFlexible hours
$100k - $170k
Business Unit:Financial And Valuation... ...and valuation advisory. Our unmatched... ...Advisory Services, Portfolio Valuation and Fund Advisory Services... ...and structuring critical transaction... ...and new business development... ...managing analysts or other... ...SummaryLocation: Dallas, TX, USAType...StructuresFull timeWorldwide$71.05k
...Corporate Banking Analyst At... ...origination, structuring, and execution... ...markets products and services... ...prospective REIT/Fund clients.... ...maintains detailed financial models to... ...generating new ideas... ...closing, and portfolio management... ...Details Dallas Uptown Location...StructuresFull timeSummer internshipFlexible hours- ...Insurance & Advisory Vice President... ...Manager (Dallas) Corporate Insurance... ...exposures, structures risk-... ...seeking an experienced Risk Manager... ..., casualty, financial lines, and marine products to help lead... ...underwriting data, portfolio structural... ...risks and new activities...StructuresContract workLocal area
$200k - $225k
...as the senior financial leader for the... ...with clients and portfolio company... ...private credit funds and carry vehicles... ...deal structuring, valuation, and fair value... ...onboarding of new products/clients. Maintain... ...quarterly to Dallas, Texas, where... ...position in New York is $200,000 -...StructuresFull timePart timeWork at officeFlexible hours- ...investment and advisory services for... ...wealth funds, insurance companies... ...foundations, financial advisors, and... ...: (1) Product Management, (... ...strategy, develop new technologies,... ...Manufacturing and Portfolio Management... ...to bring structure to ambiguous... ...Headquartered in New York, we maintain...StructuresWork at office
- ...investments, including hedge funds, private equity... ...Due Diligence, and Structuring professionals located in New York, Los Angeles,... ...with clients, on new product launches and... ...Fund of Funds team in Dallas, United States.... ...due diligence, and portfolio monitoring. The...Structures
- ...profits. Based in Dallas, this... ...policy guidance, portfolio construction, open... ...Responsibilities Support new business... ..., hedge funds, private equity... ...internal investment product specialists, banking... ...is an experienced OCIO or investment... ...of the oldest financial institutions, offers...Work at officeLocal area
$154.5k - $302k
...operational, financial and capital... ...high volume valuation firms. Our clients... ...opportunity funds, insurance... ...a valuation advisory services... ...Appraisals, Portfolio Valuations and... ...ownership, production or financing... ...: New York, NY; Roseland, NJ; Dallas, TX; Charlotte...Full timeWorldwide- ...the firm meets the financial control and... ...risks. Direct Hedge Funds, Hedge Funds Strategies... .../ monthly valuations and NAVs for private... ...: Business Teams, Product Services, Operations... ...requiredAble to grasp new concepts quickly... ...Headquartered in New York, we maintain...Work at office
$140k - $170k
...growing transaction advisory services... ...organizational structure. Be challenged based... ...Advisory Services Experienced Manager will be... ...responsible for managing financial, accounting and... ...of acquiring new clientsOther... ...of (Senior) Analysts Reviews work product prepared by (Senior...StructuresWork at officeImmediate start$192.5k - $346.43k
...Tilly is a leading advisory, tax and... ...world’s leading financial centers - New York, London, San Francisco... ...practice structure in accordance with... ...growth, PE-backed portfolio companies to large... ...including consumer products, manufacturing... ...TX Houston 500 Dallas StType: Full timeStructuresFull timeInterim roleWork at officeLocal areaWorldwide
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