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

Overview

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. To learn more about Houlihan Lokey, please visit HL.com.

Business Unit

Financial And Valuation Advisory

Industry

Portfolio Valuation

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
• Assisting in the preparation of client deliverables including valuation reports, pitch materials and information requests
• Participating in due diligence meetings/discussions and assisting in responding 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 statement, and other sources of information, as required
• Researching and providing initial draft 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

Qualifications

• Associate candidates should have 3-5+ 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
• Knowledge of various structured products including, but not limited to, RMBS, CMBS, ABS and CLO
• 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

Additional Desired qualifications (not required)

• Knowledge of multiple valuation techniques
• Knowledge and experience with statistical packages and data sources such as Intex and Bloomberg
• Python/VBA skillset

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.

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