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

Houlihan Lokey; Houston (TX); On-site; USD 145,000 - 225,000; Full time

Benefits offered by this job

Competitive benefits package

Discretionary incentive compensation

Job summary

Houlihan Lokey is seeking an experienced Vice President to join their Portfolio Valuation practice in Houston. This role involves leading client engagements, providing financial advisory, and managing teams to deliver quality valuation services.

The ideal candidate will have at least six years of experience in financial services, particularly in equity and debt valuation. The position offers a competitive salary range of $145,000 - $225,000 and includes opportunities for growth within a dynamic firm.

Qualifications

• Minimum of six years of experience in financial services as a Vice President.
• Prior equity and/or debt valuation experience.
• Strong command of financial modeling and analysis.

Responsibilities

• Lead business and financial due diligence sessions with clients.
• Manage the execution of client engagements.
• Present valuation analyses and conclusions.

Skills

Financial services experience

Equity and debt valuation

Verbal and written communication

Financial modeling

Team management

Microsoft Excel and PowerPoint

Education

Master's degree or progress toward an advanced degree

CFA designation

Job description

Overview

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.

Business Unit and Industry

Financial and Valuation Advisory; Portfolio Valuation.

Scope

Within our Portfolio Valuation practice, we advise many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, and other asset managers on the valuations of illiquid debt, equity, and complex securities to meet 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 each engagement.

The open position is for a Vice President based in the Atlanta, Chicago, Houston, or Dallas office who will be dedicated to executing client engagements and growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice. The practice is part of Houlihan Lokey’s Financial and Valuation Advisory Services and expects the VP to cross‑sell additional service offerings across the firm.

The PV‑dedicated Vice President will be a fully integrated member of engagement teams ranging in size from two to five members, managing the execution of client engagements and building out 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 in building and reviewing complex financial models, such as those 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.

Qualifications

Basic Qualifications

• A minimum of six years of experience in financial services as a Vice President.
• 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 consultant experience, and/or a plus.
• Master’s degree or progress toward an advanced degree, a plus.
• CFA designation a plus.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include discretionary incentive compensation. The salary range for this role is $145,000 - $225,000, though actual compensation may vary based on qualifications, experience, and location.

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

Equal 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.