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VP/SVP - Financial and Valuation Advisory (Portfolio Valuation)

Company: Houlihan Lokey
Location: Atlanta
Posted on: June 12, 2021

Job Description:

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. Houlihan Lokey is the No. 1 M&A advisor for the past five consecutive years in the U.S., the No. 1 global restructuring advisor for the past six consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 20 years, all based on the number of transactions and according to data provided by Refinitiv (formerly Thomson Reuters).

Over the past 40 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, retained counsel, investors, and business owners we serve. In 2019, Refinitiv (formerly known as Thomson Reuters) ranked us the No. 1 U.S. M&A fairness opinion advisor over the past 20 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 & Fund Advisory Services, Real Estate Valuation & Advisory Services, and Dispute Resolution Consulting.

The open position is for a Vice President or Senior Vice President based in the Atlanta, Chicago, Dallas, Houston, or New York office who will be dedicated to executing client engagements as well as growing Houlihan Lokey's Portfolio Valuation and Fund Advisory (PV) practice. The PV practice is a leader in providing valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds' assets to investors as well as providing a variety of bespoke fund advisory services in complex transactions involving illiquid investments. The PV practice's clients include preeminent global alternative asset managers in a highly recurring and periodic business model.

Houlihan Lokey's PV practice is well-recognized and regarded in the alternative asset valuation community. In 2020, the PV Practice received the HFM US Hedge Fund Services Awards in which Houlihan Lokey was named "Best Valuations Firm for Hard to Value Assets," its fourth time receiving this award. We also received this same honor in Europe in 2020. And, for the first time ever, Houlihan Lokey received the HFM Asia Hedge Fund Services Award for "Best Valuation Firm," underscoring the outstanding valuation services the firm provides its hedge fund clients around the world. Also, Houlihan Lokey was named "Best Valuation Service" for the Alt Credit European Services Awards in both 2019 and 2020, which recognizes "service providers, credit hedge funds, CLO and private debt funds who are outperforming their competitors and leading the way in Europe."

Job Description

Our Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President or Senior 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 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 / Senior Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams, which can range in size from two to five members. As a Vice President / Senior Vice President, primary activities will include overall project management execution; presenting analyses and conclusions internally and externally to our clients; acting as the lead professional on engagements, which includes managing the day-to-day tasks of projects and serving as a principal contact with client personnel; managing client deliverables; reviewing presentations; participating in diligence meetings; directing the efforts of Associates and Financial Analysts; negotiating engagement documents; networking with prospects to build revenue producing relationships; and driving business development events and initiatives.

Additional responsibilities include:

  • Leading business and financial due diligence sessions with clients;
  • Providing leadership and guidance towards valuing companies, businesses and securities;
  • Leading the valuation review process;
  • Presenting valuation analyses and conclusions internally and externally;
  • Managing client deliverables;
  • The ability to assist in building and reviewing 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;
  • Creative content development, 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; and
  • Building relationships and maintaining direct contact with current and prospective clients.

Qualifications

The environment at Houlihan Lokey is aggressive and entrepreneurial and, as such, rewards Vice Presidents / Senior 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.

  • The ideal candidate will be highly motivated with an exceptional work ethic, and have a demonstrated ability and desire to work cooperatively with team members and client professionals
  • Prior equity and/or debt 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

Additional consideration will be given to candidates who possess:

  • A minimum of six years of experience in financial services for Vice Presidents and a minimum of eight years of experience for Senior Vice Presidents.
  • Big Four valuation, independent valuation consultants, and/or transaction advisory services 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, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law."

Keywords: Houlihan Lokey, Atlanta , VP/SVP - Financial and Valuation Advisory (Portfolio Valuation), Other , Atlanta, Georgia

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