Portfolio Valuation and Fund Advisory Vice President

Job Description

Overview

Financial And Valuation Advisory

Portfolio Valuation

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. To learn more about Houlihan Lokey, please visit HL.com.

Over 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.

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; and
Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

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.

Preferred Qualifications

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

Unlock the Full Role

See the structured details that can help you decide how to apply and prepare.