Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London

Overview

Business Unit: Financial And Valuation Advisory. Industry: Portfolio Valuation.

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank that provides independent strategic and financial advice to corporations, financial sponsors, and governments. With deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm delivers innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and valuation advisory. The firm’s large transaction volumes give data‑driven perspectives that help clients achieve their most critical goals.

Responsibilities

• Analyzing and valuing structured products, asset‑backed loans, loan pools, and other illiquid securities.
• Determining valuation assumptions based on historical performance, collateral type, and economic scenarios.
• Using discounted‑cash‑flow models to derive value indications at appropriate market discount margins or yields.
• Performing market research and calibrating proprietary valuation models to incorporate market‑based assumptions.
• Reviewing and compiling published financial information, such as industry research reports, remittance data, and market data across a wide range of asset classes.
• Preparing client deliverables, including valuation reports, pitch materials, and information requests.
• Participating in due diligence meetings and drafting responses to auditor questions about valuation analyses.
• Presenting valuation analyses and conclusions internally to review committees, externally to senior management and boards of directors, and to fiduciaries.
• Conducting quantitative and qualitative assessments on distribution reports, financial statements, and other sources of information as required.
• Researching and reporting on general economic conditions, industry‑specific conditions and trends, and various investment attributes of illiquid securities.
• Assisting with sales and marketing initiatives for prospective and existing clients.
• Providing other ad‑hoc research, analytics, and support for FVA project teams as required.

Qualifications

• 1–3 years of work experience.
• Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field.
• Fundamental understanding of financial valuation theory, methodologies, and applications.
• Understanding of basic probability and statistical concepts.
• Strong analytical abilities, including demonstrated skill in modeling discounted cash flows.
• Strong problem‑solving skills with the ability to work through complex financial models to determine key assumptions, implicit caveats, and limitations.
• Strong knowledge of Excel.
• Excellent verbal and written communication skills, able to prepare reports and presentations with graphic and written sections.
• Demonstrated ability to work cooperatively with team members.
• Ability to work independently in a fast‑paced environment.
• Exceptional work ethic and attention to detail.
• Ability to manage multiple projects and interact with clients and internal management.
• Flexibility to travel to client sites for due diligence meetings as required.

Desirable Qualifications

• Knowledge of multiple valuation techniques.
• Understanding of structured products such as RMBS, CMBS, ABS, and CLO.
• Experience with statistical packages and data sources such as Intex and Bloomberg.

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.