Portfolio Valuation and Fund Advisory Associate

Overview

Responsibilities

• The Associate position presents an excellent career opportunity for you to join our rapidly growing firm.
• Associates within our Financial Valuation Advisory Services business are fully integrated members of our engagement teams.
• You will work with a dedicated, highly talented staff of professionals who will give you a broad exposure to many issues and concerns affecting businesses today.
• Our current work environment is a hybrid work model, requiring team members to be in the office at least 4 days/week.
• We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial advisory challenges, including the valuation of complex securities.
• You will also have an opportunity to interact with clients on active engagements and participate in the firm’s marketing efforts.
• After completing training specific to certain valuation techniques, databases and tools, your general responsibilities will include the following:
• 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

Preferred Qualifications

• The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff with substantial responsibility and interaction with senior-level professionals and clients.
• The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, possesses strong quantitative skills and exhibits exceptional work ethic.
• The Associate will primarily support Structured Products valuation professionals in the Portfolio Valuation & Advisory Services practice and will gain broad exposure to a wide range of assets.
• Associate candidates should have 3-5+ years of work experience
• Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
• A fundamental understanding of financial valuation theory, methodologies, and applications
• Understanding of basic probability and statistical concepts
• 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