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Houlihan Lokey

Vice President, Fund Opinions - Multiple Locations

Houlihan Lokey, New York, New York, 10261


Business Unit: Financial and Valuation Advisory Industry: FO - Fund Opinions Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, 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. The firm is the No. 1 investment bank for global M&A transactions under $1 billion, the No. 1 M&A advisor for the past eight consecutive years in the U.S., the No. 1 global restructuring advisor for the past nine consecutive years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by Refinitiv. Job Purpose: Our dedicated Fund Opinions group delivers fairness opinions and valuation advisory services to financial sponsors, including private equity funds, hedge funds, and credit funds. We provide advice to these sponsors across a variety of situations, including mergers, acquisitions, continuation fund and other portfolio company transactions. The open position is for a Vice President (NYC or Chicago) who will be dedicated to executing client engagements as well as growing Houlihan Lokey's Fund Opinions practice. As a Vice President, you will join a team that focuses on complex analytics, financial models and valuation across a wide range of industries and asset classes (e.g. buyout, venture capital, credit, etc.). The group partners with other internal teams (i.e. M&A, industry groups, etc.) to deliver fairness and transaction-based valuation opinions as well as other advisory services to our clients. The FO practice's clients include preeminent global private equity firms in a transaction-based business model. 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 the FO practice. While the primary execution and business development focus will be FO, 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 FO-dedicated Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams. As a Vice President, primary activities will include project management and engagement execution: managing the day-to-day tasks of projects and serving as a principal contact with client personnel; leading diligence meetings; directing the efforts of Associates and Financial Analysts to perform financial analyses and prepare client deliverables; presenting deliverables both internally and externally to our clients. In addition, the Vice President position is expected to network with prospects to build revenue producing relationships and assist and drive other business development events and strategic initiatives. Responsibilities: Lead business and financial due diligence Conduct industry, competitor, and sub-sector research Perform complex financial analyses including valuation utilizing methods including comparable company analysis, precedent transactions, and discounted cash flow analysis Supervise and review deliverables on client engagements supporting advice and opinions Project management - including day to day tasks and coordination with clients on project updates and deadlines Prepare pitch materials and new proposals to clients Creative content development, thought leadership and collaboration across service lines Assist in business development initiatives Build relationships and maintain direct contact with current and prospective clients Basic Requirements: An undergraduate degree in finance, accounting, economics or a related field 6-10 years of investment banking, valuation or related experience or MBA plus 3-6 years of relevant experience Strong accounting, finance, financial modeling and analytical abilities Preferred Requirements: Ability to lead projects and client meetings Experience supervising associates and analysts on client engagements Strong qualitative and quantitative research skills Excellent oral and written communication skills Intellectual curiosity and a results-driven professional A very strong work ethic, organizational skills and ability to multi-task in a deadline-driven environment Ability to work independently and a good team player Entrepreneurial attitude: desire and willingness to support a growing practice and contribute across the full suite of offerings Salary Range Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $145,000.00-$180,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience, as well as the service line and location where this position may be filled. 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.