Houlihan Lokey · 1 week ago
Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX
Houston, TX
Full-time
Onsite
Mid, Senior Level
$85K/yr - $160K/yr
1+ years expHoulihan Lokey, Inc. is a global investment bank specializing in financial and valuation advisory services. They are seeking an Experienced Financial Analyst or Associate to execute client engagements in the energy and infrastructure sectors and contribute to the growth of their Portfolio Valuation and Fund Advisory practice.
BankingFinanceFinancial Services
Responsibilities
Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private credit 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
Directing the efforts of Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe
Performing financial statement analysis and other quantitative and qualitative assessments
Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
Reviewing and compiling 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 and infrastructure industry and oil and gas sector
Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models
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
Researching and providing information on (a) general economic conditions, (b) industry-specific conditions and trends, (c) acquisitions and divestitures within specific industries, and (d) various investment attributes of publicly traded and privately held securities
Participating in telephonic and in-person due diligence meetings/discussions, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Houlihan Lokey
Designing and drafting client deliverables
Performing other ad-hoc research, analytics, and support for the FVA project teams as required
Presenting valuation analyses and conclusions internally and externally
Participating in 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
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials and internal engagement pricing committee memoranda
Participating in discussions with in-house and outside legal counsel as required; and
Assisting with marketing initiatives for prospective and existing clients
Qualification
Required
Bachelor's degree in Finance, Accounting, Business, or Applied Economics
A minimum of one year of experience in valuation for experienced Financial Analysts
A minimum of three years of experience in valuation for Associates
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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