Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London
Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London

Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London

Full-Time 80000 - 100000 £ / year (est.) No home office possible
Houlihan Lokey, Inc

At a Glance

  • Tasks: Lead financial due diligence and valuation processes for structured products.
  • Company: Join Houlihan Lokey, a top global investment bank with a collaborative culture.
  • Benefits: Competitive salary, professional growth opportunities, and a dynamic work environment.
  • Other info: Opportunity to work with a diverse team across three continents.
  • Why this job: Make an impact in the finance world while working with industry leaders.
  • Qualifications: 4+ years in financial services, strong analytical skills, and leadership experience.

The predicted salary is between 80000 - 100000 £ per year.

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognised for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.

Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve.

In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. 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 and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.

Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilise the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s real-world transaction experience and market knowledge.

The open position is for a Vice President based in the London office who will be dedicated to executing client engagements as well as growing Houlihan Lokey’s Portfolio Valuation and Fund Advisory (PV) practice. Our 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 our Portfolio Valuation and Fund Advisory (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 provided by Houlihan Lokey.

The PV-dedicated Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams collaborating across our team of 30+ valuation professionals in 3 continents.

Responsibilities
  • Leading business and financial due diligence sessions with clients;
  • Providing leadership and guidance towards valuing structured and asset-backed investments;
  • Leading the valuation review process;
  • Directing the efforts of Associates and Financial Analysts;
  • Presenting valuation analyses and conclusions internally and externally;
  • Managing client deliverables;
  • The ability to lead the building and reviewing of complex financial models (e.g., to value specific securities or transaction structures);
  • Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform;
  • Develop creative content, 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;
  • Building relationships and maintaining direct contact with current and prospective clients.
Qualifications

The environment at Houlihan Lokey is multi-faceted 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 overall project management, leading, managing, performing financial analysis, and business development. Candidates must have a strong knowledge of finance and valuation. Candidates must also have strengths in applied financial theory, analytical capabilities, and verbal and written communication skills.

Basic Qualifications
  • A minimum of four years of experience in financial services for Vice Presidents
  • Prior structured product 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 and desire to work cooperatively with team members and client professionals.
Preferred Qualifications
  • Big Four valuation and/or independent valuation consultants experience is a plus;
  • Master’s degree or progress towards an advanced degree a plus;
  • CFA designation a plus.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London employer: Houlihan Lokey, Inc

At Houlihan Lokey, we pride ourselves on being a leading global investment bank that fosters a dynamic and collaborative work environment in our London office. As a Vice President in our Portfolio Valuation and Fund Advisory practice, you will benefit from unparalleled opportunities for professional growth, access to a diverse range of projects, and the chance to work alongside industry experts in a culture that values innovation and integrity.
Houlihan Lokey, Inc

Contact Detail:

Houlihan Lokey, Inc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London

✨Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant LinkedIn groups, and don’t be shy about reaching out to current employees at Houlihan Lokey. Building relationships can open doors that applications alone can't.

✨Ace the Interview

Prepare for your interviews by researching Houlihan Lokey’s recent projects and understanding their approach to portfolio valuation. Practice common interview questions and think of examples from your experience that showcase your skills. Confidence is key!

✨Showcase Your Expertise

When you get the chance, demonstrate your knowledge of structured products and financial analysis during discussions. Bring up relevant case studies or experiences that highlight your expertise. This will show that you’re not just a fit for the role, but a valuable asset to the team.

✨Apply Through Our Website

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining Houlihan Lokey and being part of our dynamic team.

We think you need these skills to ace Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London

Financial Analysis
Valuation of Structured Products
Business Development
Project Management
Leadership
Financial Modelling
Analytical Abilities
Communication Skills
Client Relationship Management
Due Diligence
Quality Control
Microsoft Excel
Microsoft PowerPoint
Team Collaboration
Entrepreneurial Attitude

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Vice President role. Highlight your experience in financial services, structured product valuation, and any leadership roles you've held. We want to see how your skills align with what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about portfolio valuation and fund advisory. Share specific examples of your achievements and how they relate to the responsibilities of the role.

Showcase Your Analytical Skills: Since this role involves complex financial modelling and analysis, make sure to highlight your analytical capabilities. Include any relevant projects or experiences that demonstrate your expertise in financial analysis and valuation.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you're serious about joining our team at StudySmarter!

How to prepare for a job interview at Houlihan Lokey, Inc

✨Know Your Valuation Stuff

Make sure you brush up on your financial and valuation knowledge. Be prepared to discuss structured products in detail, as well as your experience with complex financial models. This role demands a solid grasp of valuation techniques, so don’t shy away from showcasing your expertise.

✨Showcase Your Leadership Skills

As a Vice President, you'll be leading teams and managing client engagements. Prepare examples of how you've successfully led projects or teams in the past. Highlight your ability to guide Analysts and Associates, and demonstrate your project management skills during the interview.

✨Prepare for Client Engagement Scenarios

Expect to discuss how you would handle client interactions and due diligence sessions. Think about specific situations where you’ve had to present valuation analyses or manage client deliverables. Being able to articulate your approach to client relationships will set you apart.

✨Demonstrate Your Entrepreneurial Spirit

This role requires a proactive attitude towards business development. Be ready to share your ideas on how to grow the Portfolio Valuation and Fund Advisory practice. Discuss any previous experiences where you contributed to business growth or cross-selling services, as this will resonate well with the interviewers.

Vice President, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey, Inc

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