Experienced Financial Analyst, Structured Products (Portfolio Valuation) - New York

Houlihan Lokey, Inc; New York (NY); Hybrid; USD 70,000 - 120,000; Full time

Job summary

A leading global investment bank is seeking an Experienced Financial Analyst for Structured Products in New York. This role provides excellent career growth opportunities and involves analyzing and valuing complex securities, engaging with clients, and working in a hybrid model to tackle various financial challenges.

Qualifications

• 1-3 years work experience in finance or related field.
• Understanding of financial valuation theory and methodologies.
• Ability to model discounted cash flows.

Responsibilities

• Analyze and value various structured products and loans.
• Utilize discounted cash flows framework for valuation.
• Assist in preparation of client deliverables and participate in due diligence.

Skills

Analytical skills

Problem solving

Quantitative skills

Communication

Attention to detail

Education

Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent

Tools

Excel

Python

VBA

Job description

Experienced Financial Analyst, Structured Products (Portfolio Valuation) - New York page is loaded

Experienced Financial Analyst, Structured Products (Portfolio Valuation) - New York

Apply locations New York, NY, USA time type Full time posted on Posted 3 Days Ago job requisition id R2467

Business Unit:

Financial and Valuation Advisory

Industry:

Portfolio Valuation

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, 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. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Financial and Valuation Advisory

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, retained counsel, investors, and business owners we serve. In 2024, LSEG ranked us the No. 1 Global M&A fairness opinion advisor over the past 20 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.

Structured Products Valuation Advisory

Drawing on our extensive experience analyzing, structuring, securitizing, underwriting, investing in, and trading whole loans and structured credit instruments, our professionals employ thorough analytical methods and powerful proprietary modeling techniques. Our valuation process incorporates robust market data to provide clients with superior valuation and advisory services that reflect current market developments for all structured products.

Our professionals have analyzed multibillion-dollar portfolios of individual securities, whole loans, and everything in between on behalf of originators, hedge funds, private equity funds, banks, insurance companies, fund administrators, and other financial institutions.

Responsibilities

The Financial Analyst position presents an excellent career opportunity for you to join our rapidly growing firm. Financial Analysts 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 3 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 databases and tools, your general responsibilities will include the following:

• Analyzing and valuing various structured products, loans, 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 yields
• Performing market research; calibrating proprietary valuation models to incorporate market-based assumptions, including home price appreciation, prepayment rates, and foreclosure timelines
• Reviewing and compiling published financial information, such as industry research reports, remittance data, and Bloomberg data across a wide range of asset classes
• Assisting in the preparation of client deliverables including pitch materials and information requests
• Participating in due diligence meetings/discussions and assisting in responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey
• Participating in presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries
• Performing financial-statement and other quantitative and qualitative assessments as required
• Researching and providing initial draft on (a) general economic conditions, (b) industry-specific conditions and trends, and (c) various investment attributes of illiquid securities
• Assisting with sales and marketing initiatives for prospective and existing clients
• Performing other ad-hoc research, analytics, and support for the FVA project teams as required

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, and possesses strong quantitative skills. The Financial Analyst 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.

The following general qualifications are required:

• Analyst candidates should have 1-3 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
• Strong knowledge of Excel
• Excellent verbal and written communication skills; ability to prepare reports and presentations to team and clients, including graphic and written sections
• Demonstrated ability to work cooperatively with team members
• Ability to work independently in a fast paced environment
• An exceptional work ethic and attention to detail
• Ability to manage multiple projects and interact with clients and internal management
• Flexibility to travel to client site for due diligence meetings as required

The following specific qualifications are desirable but not required:

• Knowledge of multiple valuation techniques
• Knowledge of various structured products including Residential and Commercial Mortgage Securities (RMBS and CMBS), Asset-Backed Securities (ABS), and Collateralized Loan Obligations (CLO)
• Knowledge of and experience with statistical packages and data sources such as Intex and Bloomberg
• Python/VBA skillset

Compensation and Benefits

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:

$70,000.00-$120,000.00

Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2025 Benefits

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.

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