Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York

Houlihan Lokey, Inc. is a leading global investment bank recognized for independent strategic and financial advice. The Financial Analyst role involves analyzing structured products and providing valuation and advisory services, while working closely with a team on various financial advisory challenges.

What you'll do:

• 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
• Preparing client deliverables including valuation reports, pitch materials and information requests
• Participating in due diligence meetings/discussions and drafting responses 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
• Assisting in the researching and reporting 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

What they're looking for:

• The ideal candidate should have 1-3 years of work experience
• Bachelor's or Master's degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
• A fundamental understanding of financial valuation theory, methodologies, and applications
• 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

Benefits:

• Discretionary incentive compensation
• Competitive benefits package