Associate, Portfolio Valuation and Fund Advisory (Structured Products) – London

Overview

In this role you join Houlihan Lokey’s Financial Valuation Advisory Services, working on valuing complex structured assets and providing market-informed valuation analyses. You’ll be part of an engagement team with exposure to a broad range of valuations and client interactions, including due diligence and deliverable preparation. The position offers training in valuation techniques and tools, with a hybrid work model requiring in-office presence several days per week. You’ll contribute to client-facing discussions and internal reviews, shaping insights for senior management and boards.

Responsibilities

• Analyze and value structured products, asset-backed loans, loan pools, and other illiquid securities
• Set valuation assumptions from historical performance, collateral type, and economic scenarios
• Apply discounted cash flow framework to derive value indications
• Conduct market research and calibrate proprietary valuation models with market data
• Review and compile published financial information across asset classes
• Assist in preparing client deliverables (valuation reports, pitch materials)
• Participate in due diligence meetings and respond to auditor questions on valuation analyses
• Present valuation analyses to review committees, clients’ senior management, and fiduciaries
• Perform quantitative and qualitative assessments on distribution reports and financial statements
• Research general economic and industry conditions and investment attributes of illiquid securities
• Assist with sales and marketing initiatives for clients
• Provide ad-hoc research and analytics to FVA project teams as required

Key requirements

• 3–5+ years of work experience
• Bachelor’s or Master’s degree in finance, accounting, business, applied mathematics, statistics, engineering, or equivalent quantitative field
• Fundamental understanding of valuation theory, methodologies, and applications
• Knowledge of RMBS/CMBS, ABS, and CLO valuation
• Understanding of basic probability and statistics
• Strong analytical abilities and ability to model discounted cash flows
• Strong problem solving and complex financial model skills
• Advanced Excel skills
• Excellent verbal and written communication; ability to prepare reports and presentations
• Demonstrated ability to work cooperatively in a team and independently in a fast-paced environment
• Ability to manage multiple projects and travel for due diligence as required

• motivated
• detail oriented
• creative
• valuation techniques knowledge
• experience with statistical packages and data sources such as Intex and Bloomberg
• Python/VBA skills (desirable)

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