Lateral Thinking
Vice President, Portfolio Valuation and Fund Advisory Services – Multiple Locati
Lateral Thinking, Houston, Texas, United States, 77246
VP/SVP, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Business Unit:
Financial and Valuation Advisory
Industry:
PV - Portfolio Valuation
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, 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.
Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.
Scope
The open position is for a Vice President or Senior Vice President based in the Atlanta, Chicago, Dallas, Houston, or New York office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice.
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;
Assisting in quality control, execution, and industry consultation;
Creative content development and collaboration across service lines;
Preparing fee proposals to clients;
Pitching engagements and leading business development initiatives;
Building relationships and maintaining direct contact with current and prospective clients.
Qualifications
The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation.
Basic Qualifications
A minimum of six years of experience in financial services for Vice Presidents and a minimum of eight years of experience for Senior 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.
Strong command of Microsoft Excel, PowerPoint and common database systems.
Highly motivated with an exceptional work ethic.
Preferred Qualifications
Big Four valuation or independent valuation consultants experience.
Master’s degree or progress towards an advanced degree.
CFA designation.
Salary Range
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. 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 various factors.
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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Financial and Valuation Advisory
Industry:
PV - Portfolio Valuation
Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, 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.
Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.
Scope
The open position is for a Vice President or Senior Vice President based in the Atlanta, Chicago, Dallas, Houston, or New York office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice.
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;
Assisting in quality control, execution, and industry consultation;
Creative content development and collaboration across service lines;
Preparing fee proposals to clients;
Pitching engagements and leading business development initiatives;
Building relationships and maintaining direct contact with current and prospective clients.
Qualifications
The ideal candidate should be motivated, creative, commercially driven, and possess strong skills in overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation.
Basic Qualifications
A minimum of six years of experience in financial services for Vice Presidents and a minimum of eight years of experience for Senior 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.
Strong command of Microsoft Excel, PowerPoint and common database systems.
Highly motivated with an exceptional work ethic.
Preferred Qualifications
Big Four valuation or independent valuation consultants experience.
Master’s degree or progress towards an advanced degree.
CFA designation.
Salary Range
Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. 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 various factors.
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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