Vice President, Portfolio Valuation and Fund Advisory Services, FIG – Multiple Locations

Houlihan Lokey

Vice President executing client engagements in Portfolio Valuation and Fund Advisory at leading investment bank. Managing financial due diligence and guiding valuation processes for diverse asset classes across several US cities.

Posted 4/29/2026full-timeAtlanta • California, Illinois, Massachusetts, Texas • 🇺🇸 United StatesLead💰 $145,000 - $225,000 per yearWebsite

About the role

Key responsibilities & impact

Leading business and financial due diligence sessions with clients
Providing leadership and guidance towards valuing companies, businesses, and securities
Leading the valuation review process
Directing the efforts of Associates and Financial Analysts
Presenting valuation analyses and conclusions internally and externally
Managing client deliverables
Assisting in building and reviewing complex financial models
Assisting in quality control, execution, and industry consultation across the entire financial advisory services platform
Preparing fee proposals to clients
Pitching engagements and leading in business development initiatives
Building relationships and maintaining direct contact with current and prospective clients.

Requirements

What you’ll need

A minimum of six years of experience in financial services for Vice Presidents
Prior equity and 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
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.

Benefits

Comp & perks

Competitive total compensation package
Discretionary incentive compensation
Health insurance
401(k) matching
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingvaluationdue diligenceaccountingfinanceanalytical abilities

Soft Skills

leadershipcommunicationentrepreneurial attitudeteamworkwork ethic