Houlihan Lokey · 2 weeks ago
Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Houston, TX
Houston, TX
Full-time
Onsite
Mid, Senior Level
$145K/yr - $225K/yr
6+ years expHoulihan Lokey, Inc. is a global investment bank specializing in financial and valuation advisory services. The Vice President will focus on executing client engagements and growing the Portfolio Valuation and Fund Advisory practice, leading teams in providing valuations for illiquid debt and equity securities.
BankingFinanceFinancial Services
Responsibilities
Leading FVA portfolio valuation teams, which provide 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
Leading business and financial due diligence sessions with clients
Providing leadership and guidance towards valuing companies, businesses, and securities
Directing the efforts of Associates and Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
Reviewing published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors, including the energy industry and oil and gas sector
Reviewing third-party and in-house oil and gas reserves reports, understanding relevant energy industry metrics, and reviewing net asset value analyses for upstream oil and gas companies
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
Leading internal discussions of key takeaways from quarterly engagements across the energy portfolios of PV clients and preparing summaries for internal and external circulation
Assisting in the preparation of quarterly energy market updates
Coordinating with internal administrative support teams to complete revenue accruals, prepare engagement invoices, working paper files, and other compliance/end-of-engagement close out procedures
Preparing fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda
Preparing confidentiality agreements, engagement letters and ad-hoc agreements, coordinating with prospects, clients and the legal department to negotiate and execute such agreements
Pitching engagements and leading in business development initiatives; and
Building relationships and maintaining direct contact with current and prospective clients
Qualification
Required
A minimum of six years of experience in financial services for Vice Presidents
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
Highly motivated with an exceptional work ethic and demonstrated ability and desire to work cooperatively with team members and client professionals
Preferred
Big Four valuation or; independent valuation consultants experience, and/or is a plus
Master's degree or progress towards an advanced degree a plus
CFA designation a plus
Benefits
Discretionary incentive compensation
Competitive benefits package
Company
Houlihan Lokey
Houlihan Lokey is an investment bank specializing in mergers and acquisitions, capital solutions, and financial restructuring.
1001-5000 employees
H1B Sponsorship
Houlihan Lokey has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (30)
2023 (21)
2022 (30)
2021 (67)
2020 (26)
Funding
Current Stage
Public CompanyTotal Funding
unknown2015-08-12IPO
2005-10-31Acquired
Leadership Team
Austin Smith
Senior Vice President
Miguel Mireles
Vice President Investment Banking
Recent News
Secondaries Investor
2025-12-18
2025-12-01
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