Houlihan Lokey
Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locati
Houlihan Lokey, Chicago, Illinois, United States, 60290
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. Business Unit:
Financial And Valuation Advisory Industry:
Portfolio Valuation Overview details describe Houlihan Lokey’s global advisory capabilities and recognition across valuation and related services. Position Overview
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 as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice. The Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President level to focus on managing the execution of client engagements and building out the PV practice. While the primary execution and business development focus will be for PV, all members of the FVA practice are expected to broadly facilitate our firm’s growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings. The PV-dedicated Vice President will be a fully integrated member of engagement teams, which can range in size from two to five members. Responsibilities
Leading business and financial due diligence sessions with clients; Providing leadership and guidance towards valuing companies, businesses, and securities; Leading the valuation review process; Directing the efforts of Associates and Financial Analysts; Presenting valuation analyses and conclusions internally and externally; Managing client deliverables; Assisting in building and reviewing complex financial models to value specific securities or transaction structures; Assisting in quality control, execution, and industry consultation across the financial advisory services platform; Creative content development, thought leadership and collaboration across service lines; Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda; Pitching engagements and leading in business development initiatives; and Building relationships and maintaining direct contact with current and prospective clients. Qualifications
The environment at Houlihan Lokey is aggressive and entrepreneurial and, as such, rewards Vice Presidents with substantial responsibility. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in project management, leadership, financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation, with strengths in applied financial theory, analytical capabilities, and verbal and written communication skills. Basic Qualifications
A 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 to work cooperatively with team members and client professionals Preferred Qualifications
Big Four valuation or independent valuation consultants experience Master’s degree or progress towards an advanced degree is a plus CFA designation is 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 firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $145,000.00-$225,000.00. Actual salary at the time of hire may vary based on qualifications, skills, experience, and location. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here. The 2025 Benefits section includes an equal opportunity employer statement: 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. EEO Statement:
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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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. Business Unit:
Financial And Valuation Advisory Industry:
Portfolio Valuation Overview details describe Houlihan Lokey’s global advisory capabilities and recognition across valuation and related services. Position Overview
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 as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice. The Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President level to focus on managing the execution of client engagements and building out the PV practice. While the primary execution and business development focus will be for PV, all members of the FVA practice are expected to broadly facilitate our firm’s growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings. The PV-dedicated Vice President will be a fully integrated member of engagement teams, which can range in size from two to five members. Responsibilities
Leading business and financial due diligence sessions with clients; Providing leadership and guidance towards valuing companies, businesses, and securities; Leading the valuation review process; Directing the efforts of Associates and Financial Analysts; Presenting valuation analyses and conclusions internally and externally; Managing client deliverables; Assisting in building and reviewing complex financial models to value specific securities or transaction structures; Assisting in quality control, execution, and industry consultation across the financial advisory services platform; Creative content development, thought leadership and collaboration across service lines; Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda; Pitching engagements and leading in business development initiatives; and Building relationships and maintaining direct contact with current and prospective clients. Qualifications
The environment at Houlihan Lokey is aggressive and entrepreneurial and, as such, rewards Vice Presidents with substantial responsibility. The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in project management, leadership, financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation, with strengths in applied financial theory, analytical capabilities, and verbal and written communication skills. Basic Qualifications
A 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 to work cooperatively with team members and client professionals Preferred Qualifications
Big Four valuation or independent valuation consultants experience Master’s degree or progress towards an advanced degree is a plus CFA designation is 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 firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $145,000.00-$225,000.00. Actual salary at the time of hire may vary based on qualifications, skills, experience, and location. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here. The 2025 Benefits section includes an equal opportunity employer statement: 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. EEO Statement:
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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