Vice President, Portfolio Valuation and Fund Advisory Services, FIG (GP Stakes) – Multiple Locations

Houlihan Lokey•Atlanta, GA

10d•Hybrid

About The Position

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. The Financial and 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, specifically involving GP Stake investors, 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, which can range in size from two to five members.

Requirements

A minimum of six years of experience in financial services for Vice Presidents
Prior equity and 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.

Nice To Haves

Direct experience in the GP Stake sector (preferred but not required)
Knowledge of the broader asset management ecosystem
Big Four valuation or independent valuation consultants experience
Master’s degree or progress towards an advanced degree
CFA designation

Responsibilities

Leading business and financial due diligence sessions with clients
Providing leadership and guidance towards valuing companies, businesses, and securities
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 assist in building and reviewing 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
Creative content development, 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