Vice President, Portfolio Valuation and Fund Advisory; Structured Products; Dallas

Overview

Houlihan Lokey, Inc. is a leading global investment bank that provides independent strategic and financial advice to corporations, financial sponsors, and governments. The role is for a Vice President based in either the New York or Dallas office, dedicated to executing client engagements and growing the Portfolio Valuation and Fund Advisory (PV) practice.

• Lead business and financial due diligence sessions with clients.
• Provide leadership and guidance towards valuing structured and asset‑backed investments.
• Lead the valuation review process and direct the efforts of Associates and Financial Analysts.
• Present valuation analyses and conclusions internally and externally.
• Manage client deliverables and ensure quality control of all outputs.
• Build and review complex financial models (e.g., to value 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 business‑development initiatives.
• Build relationships and maintain direct contact with current and prospective clients.

• Minimum of six years of experience in financial services at the Vice President level.
• Prior structured‑product valuation or related experience.
• Strong knowledge of finance and valuation.
• Advanced accounting, finance, financial modeling, and analytical abilities.
• Exceptional verbal and written communication skills.
• Demonstrated experience managing analysts/associates or other personnel.
• Entrepreneurial attitude with the desire and willingness to support a growing practice.
• Strong command of Microsoft Excel, PowerPoint, and common database systems.
• Highly motivated with an exemplary work ethic and a cooperative approach to team and client engagement.

• Experience with Big Four valuation or independent valuation consulting.
• Progress toward or completion of an advanced degree (Master’s or higher).
• CFA designation.

The firm’s estimated salary range for this role is $180,000 – $200,000. Actual compensation may vary based on qualifications, location, and other factors. The total compensation package includes discretionary incentive compensation and a competitive benefits program.

We are an equal‑opportunity employer. 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.