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$145k - $225k
...:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan... ...and valuation advisory. Our unmatched... ...Valuation and Fund Advisory... ...is for a Vice President based in the Atlanta... ..., Houston, or Dallas office who will... ...or transaction structures);Assisting in quality...StructuresFull timeWork at officeWorldwide$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$100k - $160k
...Financial And Valuation AdvisoryIndustry:Portfolio Valuation... ...and valuation advisory. Our... ...Valuation and Fund Advisory Services... ...transaction structures. As an Associate... ...Director, Vice President, Associate... ...their work product to ensure the... ...Chicago, IL, USA; Dallas, TX, USA;...StructuresFull timeWorldwide- ...Corporate Insurance & Advisory Vice President - Corporate... ...Insurance Risk Manager (Dallas) Corporate... ...operational exposures, structures risk-transfer... ..., and marine products to help lead the... ...underwriting data, portfolio structural analysis... ...operational risks and new activities to...StructuresContract workLocal area
- Associate or Vice President Divisional OverviewThe... .... Given this structure, CR... ...private equity fund and NBFI counterpart... ...trends in the portfolio on an ongoing basis... ...information and product risk assessment... ...shares information/new ideas with peer... ...in New York, we maintain offices...Structures
- ...across 65,000+ customized portfolios and a range of fund solutions. The QES team delivers... ...matter expertise, drive product strategy, develop thought... ...also include collaborating on new investment strategies and... ...familiarity with various investment structures and instruments including...Structures
$120k - $200k
...Unit:Financial And Valuation AdvisoryIndustry... ...Valuation Advisory Services OverviewHoulihan... ...Services, Portfolio Valuation and Fund Advisory... ...transaction, a new market opportunity... ...delivering work products of the highest standardAdept... ...: Dallas, TX, USAType: Full...Full timeWorldwideFlexible hours$250k - $350k
Chicago / Dallas / Los Angeles / Nashville / New York / PhiladelphiaAmerica - Transaction Advisory Services /Financial Due... ...Services (TAS), Valuations (VAL), Transaction... ...and precision.The Vice President (VP), TAS role at... ...transaction diligence and structuring. This VP will...StructuresInterim roleWork at officeRelocation$160k - $210k
Business Unit:Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan... ...Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real... ...position is for a VP based in our New York, Atlanta, Dallas, Chicago, Houston or Boston...Full timeWork at officeWorldwide- ...provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments... ...of account onboarding, portfolio accounting, cash... ...clients and a complex product range, which include... ...implement solutions for new clients, GS’s own funds...
- ...provide investment and advisory services for... ...sovereign wealth funds, insurance... ...Asset Management Vice President will sit within the... ...real estate loan portfolio. The LAM team manages... ...loans, and complex structured finance... ...flow models and valuations on a monthly basisTrack...Structures
$180k - $225k
...SummaryThis Vice President will be an instrumental... ...the current portfolio. The team... ...across Ares funds including... ...into valuation models as applicable... ...financially structured to maximize... ...medical advisory team, a... ...financial advisor, new parent leave... ...: Dallas, TX; Denver,...StructuresFull timeTemporary workWork experience placementFlexible hours- ...Analytics, Technology Audit, Vice President, Dallas The Goldman Sachs Group,... ...the firm is headquartered in New York and maintains offices in... ...financial industry and its products and operations. We’re looking... ...the firm’s internal control structure, including the firm’s...Structures
$100k - $170k
...Unit:Financial And Valuation AdvisoryIndustry... ...and valuation advisory. Our unmatched... ...Advisory Services, Portfolio Valuation and Fund Advisory... ...understanding and structuring critical transaction... ...engagements and new business development... ...: Dallas, TX, USAType: Full...StructuresFull timeWorldwide- ...investment and advisory services for pension... ...wealth funds, insurance companies... ...functions: (1) Product Management, (2)... ..., develop new technologies, and... ...Manufacturing and Portfolio Management... ...Ability to bring structure to ambiguous tasks... ...in New York, we maintain offices...StructuresWork at office
- ...provisions primarily related to investment funds within Goldman Sachs Asset Management.... ...Review RIC qualification requirements for the products in scopeOversight of tax return review... ...management firm. Headquartered in New York, we maintain offices around the world.We...Worldwide
$109k - $224k
...real estate advisory services including... ...diligence, valuation, lease... ...IPO, REIT tax structuring and... ...opportunity funds, insurance companies... ...Responsible for a portfolio of clients... ...financial products in the... ...Roseland, NJ; Dallas, TX; Charlotte... ...Atlanta, GA; New York, NY; Houston...StructuresFull time$125k - $138k
...class services, advisory and... ...experience to a new industry, join... .... Associate Vice President - JLLWhat... ...complex financial structures, market... ...facilitate productive dialogue, capture... ..., and portfolio optimization... ...sophisticated models, valuations, and... ...in Austin, Dallas, Chicago, Los...StructuresFull timeWork at officeLocal areaRelocation$207.9k - $283.2k
...expanding Armanino’s Valuation and Financial... ...across advisory practices to deliver... .... Drive new business development... ...technical work product, and developing... ...alternative practice structure in accordance... ...residents, New York residents, and... ...Pennsylvania; Dallas, Texas; Denver,...StructuresFull timeContract workLocal areaFlexible hours- ...to massive amounts of structured and unstructured data,... ...Compliance application portfolio.SRE at Goldman Sachs combines... ...improve our production services, facilitating fast delivery of new services, and reducing... ...is headquartered in New York and maintains offices in...Structures
- Role: Vice President - AI EngineerDivision: Risk Engineering... ...Market RiskLocation: Dallas, Americas About Goldman... .... Headquartered in New York, we maintain offices around... ...offered as a software product or as a hosted service... ...working with large, structured datasets using SQL and...Structures
- ...the financial industry and its products and operations. We’re looking... ...assess the firm's internal control structure, including the firm's... ...skills, willing and able to learn new business and system processes... ...management firm. Headquartered in New York, we maintain offices around...StructuresLocal area
- ...the box? We are seeking a Vice President based in Dallas to report to the COO of Wealth... ...suggest to leadership new ways to further enhance our... ...confidence and ability to create structure and present messages to... ...firm. Headquartered in New York, we maintain offices around...StructuresWork experience placement
- Our Valuation Services prepares objective valuations for... ...planning purposes. Vice Presidents work on a variety of assignments... ...: Competitive salary structures, performance-based... ...in risk and financial advisory solutions—Kroll. With... ...your career to new heights. Ready to build...StructuresTemporary work
- ...insight on the financial industry and its products and operations. We’re looking for detail... ...around the firm’s internal control structure, and supporting the Audit Committee, the... ...investment management firm. Headquartered in New York, we maintain offices around the world....StructuresLocal area
- ...0 years. Location: CPG New York, NY (Preferred) or Dallas, TX (Secondary) (On-site... ...services, accelerators and/or products. Harness our AI Research... .... • Commercial structuring: In line with our company... .... • Represent our full portfolio with broad understanding...StructuresHourly payFull timeLocal areaRemote workShift work
- ...principles. The global Fund Services team sits... ...team members located in New York, Salt Lake City, London... ...new business and product expansion via project... ...equity fund of funds structures, all of which are distributed... ...with the Portfolio Management, Product Development...Structures
- ...Investment Banking Principal / Vice President - Environmental ServicesApplylocations: Dallas, TX: Chicago, IL: Cleveland, OH: New York, NY: Charlotte, NCtime... ...financial models and valuation work product; ability to translate... ...junior talent through structured feedback, training...StructuresShift work
- ...Associate level candidate to join the Fund Finance Corporate Credit team... ...analysis and underwriting of new investment opportunities. Our... ...due diligence, underwriting, structuring, and closing of new... ...management firm. Headquartered in New York, we maintain offices around...Structures
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