Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York

Houlihan Lokey•Dallas, TX

1d•Onsite

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. The firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices, known for its transaction expertise and leadership in valuation. The firm serves financial executives, boards of directors, special committees, investors, and business owners, and was ranked the No. 1 global M&A fairness opinion advisor over the past 25 years by LSEG in 2025. Within the Portfolio Valuation practice, clients include large hedge funds, private equity funds, direct lending funds, and business development companies, for whom the firm advises on the valuations of illiquid debt, equity, and complex securities to meet financial reporting requirements. The practice has a strong reputation with regulators, auditors, and investors. This open position is for a Vice President based in the New York or Dallas office, dedicated to executing client engagements and growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice. The Financial Valuation Advisory (FVA) practice seeks talented financial professionals at the Vice President level to manage client engagement execution and build out the PV practice. While the primary focus is on PV, all FVA members are expected to facilitate firm growth by cross-selling other FVA, Corporate Finance, and Restructuring service offerings. The PV-dedicated Vice President will be a fully integrated member of engagement teams, collaborating with 30+ valuation professionals across 3 continents.

Requirements

A minimum of six years of experience in financial services for Vice Presidents
Prior structured product 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

Big Four valuation and/or independent valuation consultants experience is a plus
Master’s degree or progress towards an advanced degree a plus
CFA designation a plus

Responsibilities

Leading 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
Building relationships and maintaining direct contact with current and prospective clients