Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locations

US.020 Houlihan Lokey Financial Advisors, Inc.; Atlanta (GA); On-site; USD 145,000 - 225,000; Full time

Job summary

US.020 Houlihan Lokey Financial Advisors, Inc. is hiring a Vice President for their Portfolio Valuation practice in Atlanta. The role involves leading client engagements, managing financial due diligence, and guiding valuation processes.

Candidates should possess at least six years in financial services, ideally with equity or debt valuation experience. The compensation range for this position is estimated between $145,000 and $225,000, along with a competitive benefits package.

Qualifications

• Minimum of six years of experience in financial services for Vice Presidents.
• Prior equity and/or debt valuation or related experience.
• Entrepreneurial attitude to support a growing practice.

Responsibilities

• Lead business and financial due diligence sessions with clients.
• Help build and review complex financial models.
• Manage client deliverables and relationships.

Skills

Financial services experience

Equity and/or debt valuation

Verbal and written communication

Financial modeling

Microsoft Excel and PowerPoint

Education

Master's degree or progress toward an advanced degree

CFA designation

Job description

Vice President in the Portfolio Valuation practice at Houlihan Lokey, based in one of the Atlanta, Chicago, Houston, or Dallas office, who will execute client engagements and grow the PV practice.

Responsibilities

• Lead business and financial due diligence sessions with clients.
• Provide leadership and guidance towards valuing companies, businesses, and securities.
• Lead the valuation review process.
• Direct the efforts of Associates and Financial Analysts.
• Present valuation analyses and conclusions internally and externally.
• Manage client deliverables.
• Assist with building and reviewing complex financial models, such as valuing specific securities or transaction structures.
• Assist in quality control, execution, and industry consultation across the entire financial advisory services platform.
• Develop creative content, thought leadership and collaborate across service lines.
• Prepare fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda.
• Pitch engagements and lead in business development initiatives.
• Build relationships and maintain direct contact with current and prospective clients.

Basic Qualifications

• Minimum of six years of experience in financial services for Vice Presidents.
• Prior equity and/or debt 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

• Big Four valuation or independent valuation consultants experience, and/or a plus.
• Master’s degree or progress toward an advanced degree.
• CFA designation.

Compensation and Benefits

The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $145,000 - $225,000. 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.

Equal Employment Opportunity

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.