Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations

Houlihan Lokey - Experienced Careers; Atlanta (GA); On-site; USD 100,000 - 160,000; Full time

Job summary

Join a dynamic and forward-thinking investment bank that excels in financial and valuation advisory services. As an Associate in the Portfolio Valuation Practice, you will engage with prestigious clients, including hedge funds and private equity firms, providing vital valuation insights on complex securities. This role offers a unique opportunity to contribute to high-stakes financial analyses while collaborating with a talented team. Your expertise in valuation methodologies and strong analytical skills will be pivotal in delivering accurate and thorough assessments, ensuring compliance with investor and regulatory requirements. If you are looking to make a significant impact in a reputable firm, this position is perfect for you.

Qualifications

• 3-5+ years of valuation experience in finance or related fields.
• Strong analytical, verbal, and written communication skills.

Responsibilities

• Valuing debt, equity, and structured securities for clients.
• Preparing client deliverables and financial models.
• Directing financial analysts and ensuring quality work.

Skills

Analytical Skills

Communication Skills

Quantitative Skills

Financial Valuation Theory

Excel Modeling

Education

Bachelor's Degree in Finance

Tools

Bloomberg

Job description

Business Unit: Financial and Valuation Advisory

Industry: PV - Portfolio Valuation

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services.

Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.

Scope

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.

As an Associate in our Portfolio Valuation Practice, you will play a key role on our engagement teams, which typically comprise at least one Managing Director, Vice President, Associate and one or more Financial Analysts. Your primary activities will include valuing debt, equity and structured securities; presenting analyses and conclusions internally to review committees and externally to the senior management and boards of directors of clients; designing and drafting client deliverables; constructing and reviewing valuation and other financial models; performing financial statement, industry and other quantitative and qualitative assessments; attending due diligence meetings; communicating with client personnel; assisting with sales and marketing initiatives; and directing the efforts of financial analysts.

Responsibilities

• Supporting portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors;
• Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda;
• Participating in deal team brainstorming discussions, preparing information request lists, designing, and drafting client deliverables;
• Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed;
• Directing the efforts of financial analysts and checking their work product to ensure the delivery of an accurate and thorough work product within the required timeframe;
• Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors;
• Assisting in the preparation of pitch materials and information request lists to clients;
• Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey;
• Identifying relevant comparable public companies and M&A transactions;
• Researching and providing information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities;
• Compiling statistical summaries of companies’ financial information, developing, and computing financial ratios;
• Constructing and reviewing valuation and other financial analyses;
• Presenting valuation analyses and conclusions internally to review committees and externally to our clients’ senior management and boards of directors;
• Performing financial statement analysis and other quantitative and qualitative assessments;
• Performing other ad-hoc research, analytics, and support for the FVA project teams as required;
• Coordinating with internal administrative support teams to prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures;
• Participating in discussions with in-house and outside legal counsel as required;
• Assisting with marketing initiatives for prospective and existing clients.

Qualifications

The ideal candidate thinks strategically, is motivated, detail-oriented, creative, outgoing, and possesses strong quantitative skills.

Basic Qualifications

• Bachelor’s degree (in Finance a plus)
• Minimum of 3-5+ years of valuation experience
• Strong analytical abilities
• Excellent verbal and written communication skills

Preferred Qualifications

• Excellent understanding of financial statements analysis.
• A fundamental understanding of financial valuation theory, methodologies, and applications.
• Strong knowledge of Excel modeling.
• Demonstrated ability to work cooperatively with team members.
• Ability to work independently in a fast-paced environment.
• An exceptional work ethic.
• Experience at Big Four or an Independent Valuation Advisory firm a plus.

Salary Range

Houlihan 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: $100,000.00-$160,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors.

We 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.