H
Not Specified Permanent

Fort Worth, Texas · USA job

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York

Houlihan Lokey

Fort Worth, Texas

Job description

Overview

In this role you join Houlihan Lokey's Financial Valuation Advisory Services, focusing on valuing structured products and illiquid securities within a collaborative engagement team. You will interact with clients on active engagements and contribute to market-based valuation work. The position blends rigorous quantitative analysis with client-facing deliverables and marketing support. You will grow through training and exposure to diverse asset classes, supporting senior professionals and improving valuation practices.

Compensation / Benefits
  • hybrid work model (office at least 4 days/week)
  • competitive total compensation package
  • potential discretionary incentive compensation
  • publicly listed employer (NYSE)
  • benefits package details available
  • equal opportunity employer
Responsibilities
  • Analyze and value structured products, asset-backed loans, loan pools, and illiquid securities
  • Determine valuation assumptions from performance history, collateral type, and economic scenarios
  • Apply discounted cash flow frameworks to derive value indications
  • Conduct market research and calibrate proprietary models using market data
  • Review and compile financial information and market data across asset classes
  • Prepare client deliverables including valuation reports and pitch materials
  • Participate in due diligence meetings and respond to auditor questions regarding valuation analyses
  • Present valuation analyses to senior management, boards, and fiduciaries
  • Perform quantitative and qualitative assessments on distribution reports and financial statements
  • Assist with economic and industry research for investment attributes of illiquid securities
  • Support sales and marketing efforts for prospective and existing clients
  • Conduct ad-hoc research and analytics for FVA project teams
Key requirements
  • 1-3 years of work experience
  • Strong analytical abilities and experience modeling discounted cash flows
  • Fundamental understanding of valuation theory and methods
  • Strong Excel skills and ability to produce reports and client-ready presentations
  • Excellent communication and teamwork skills
  • Ability to work independently in a fast-paced environment
  • Willingness to travel for due diligence meetings
  • detail oriented
  • strategic thinking
  • strong work ethic
  • knowledge of valuation techniques
  • familiarity with RMBS/CMBS, ABS, CLO, structured products
  • statistical packages and data sources (e.g., Intex, Bloomberg)

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