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

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

Full-Time 50000 - 70000 £ / year (est.) On-site
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At a Glance

  • Tasks: Analyse and value structured products, asset-backed loans, and illiquid securities.
  • Company: Join Houlihan Lokey, a leading global investment bank with a trusted partnership approach.
  • Benefits: Competitive salary, diverse projects, and opportunities for professional growth.
  • Other info: Dynamic work environment with opportunities to travel and engage with clients.
  • Why this job: Make an impact in finance while working with innovative valuation techniques.
  • Qualifications: 1-3 years experience in finance or related fields; strong analytical and communication skills.

The predicted salary is between 50000 - 70000 £ per year.

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized 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.

Responsibilities

  • Analyzing and valuing various structured products, asset‑backed loans, loan pools and other illiquid securities.
  • Determining relevant valuation assumptions based on historical performance, collateral type, and economic scenarios.
  • Utilizing a discounted cash flows framework to derive value indications at appropriate market discount margins / yields.
  • Performing market research; 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/discussions and drafting responses to auditor questions regarding valuation analyses prepared by Houlihan Lokey.
  • Participating in presenting valuation analyses and conclusions internally to review committees, externally to our clients’ senior management and boards of directors, and to fiduciaries.
  • Performing quantitative and qualitative assessments on distribution reports, financial statements, and other sources of information, as required.
  • Assisting in the researching and reporting on (a) general economic conditions, (b) industry‑specific conditions and trends, and (c) various investment attributes of illiquid securities.
  • Assisting with sales and marketing initiatives for prospective and existing clients.
  • Performing other ad‑hoc research, analytics, and support for the FVA project teams as required.

General Qualifications

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

Desirable Qualifications

  • Knowledge of multiple valuation techniques.
  • Knowledge of various structured products including Residential and Commercial Mortgage Securities (RMBS and CMBS), Asset‑Backed Securities (ABS), and Collateralized Loan Obligations (CLO).
  • Knowledge of and 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.

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London employer: Houlihan Lokey

At Houlihan Lokey, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture in our vibrant London office. Our commitment to employee growth is evident through tailored development programmes and the opportunity to engage with senior stakeholders, making this role not just a job, but a meaningful career path in the dynamic field of Corporate Finance. Join us to be part of a team that values innovation and supports your professional journey.

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Contact Details:

Houlihan Lokey Recruitment Team

StudySmarter Expert Advice🤫

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

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

Financial Valuation Theory
Discounted Cash Flows Modelling
Market Research
Valuation Assumptions Analysis
Quantitative and Qualitative Assessments
Excel Proficiency
Communication Skills

Some tips for your application 🫡

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✨Brush Up on Financial Modelling

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