VP, Portfolio Valuation & Structured Investments Advisory

Houlihan Lokey, Inc; Dallas (TX); On-site; USD 180,000 - 200,000; Full time

Job summary

Houlihan Lokey, Inc. is seeking a Vice President based in Dallas to manage client engagements within its Portfolio Valuation and Fund Advisory (PV) practice. The successful candidate will lead financial due diligence, guide valuations, and enhance business development efforts across the Financial and Valuation Advisory Services. Essential qualifications include a minimum of six years in financial services and strong communication and analytical skills. Competitive salary range: $180,000 - $200,000.

Qualifications

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

Responsibilities

• Leading business and financial due diligence sessions with clients.
• Providing leadership towards valuing structured and asset-backed investments.
• Building relationships and maintaining direct contact with current and prospective clients.

Skills

Financial modeling

Project management

Verbal and written communication

Analytical capabilities

Education

Master’s degree or progress towards an advanced degree

CFA designation

Tools

Microsoft Excel

PowerPoint

Common database systems

Job description

Houlihan Lokey, Inc. is seeking a Vice President based in Dallas to manage client engagements within its Portfolio Valuation and Fund Advisory (PV) practice. The successful candidate will lead financial due diligence, guide valuations, and enhance business development efforts across the Financial and Valuation Advisory Services. Essential qualifications include a minimum of six years in financial services and strong communication and analytical skills. Competitive salary range: $180,000 - $200,000.