Portfolio Valuation Analyst: Complex Securities Expert

Houlihan Lokey; Atlanta (GA); On-site; USD 75,000 - 120,000; Full time

Job summary

Houlihan Lokey seeks a Financial Analyst to value complex securities and illiquid assets. You will develop and refine models, perform market research, and help prepare client deliverables with rigorous quantitative analyses.

You will work with a skilled team on valuation projects across assets and industries, applying Python, VBA, and Excel to deliver insights for clients and internal decision makers.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or Applied Economics.
• Master’s degree in a quantitative discipline preferred.
• Strong analytical abilities and experience in valuation of complex securities.

Responsibilities

• Analyzing and valuing derivatives, structured products, loans, private equity, and illiquid securities.
• Building and improving valuation models using Python, VBA, and Excel.
• Performing market research and calibrating models with market-based assumptions.
• Preparing client deliverables and presenting analyses to senior management and clients.

Skills

Python

VBA

Excel

Monte Carlo simulations

Financial modeling

Data visualization

Statistical analysis

Education

Bachelor’s degree in Finance, Accounting, Business, or Applied Economics

Master’s degree in a quantitative discipline

Tools

Python

R

MATLAB

Excel

VBA

Fincad

CapitalIQ

Refinitiv

Bloomberg

Job description

Houlihan Lokey seeks a Financial Analyst to value complex securities and illiquid assets. You will develop and refine models, perform market research, and help prepare client deliverables with rigorous quantitative analyses.

You will work with a skilled team on valuation projects across assets and industries, applying Python, VBA, and Excel to deliver insights for clients and internal decision makers.