Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX
- Compensation
- Not disclosed
- Location
- Houston, TX, USA
- Work setup
- Not specified
- Seniority
- Not specified
- Employment
- Not specified
- Experience
- 25+ years
- Category
- Finance
- Posted
Skills
Must have
- 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.
Nice to have
- Big Four valuation or; independent valuation consultants experience, and/or is a plus;
- Master’s degree or progress towards an advanced degree a plus; and
- CFA designation a plus.
Full description
Business Unit:
Financial And Valuation AdvisoryIndustry:
Portfolio Valuation
Overview
Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.
Financial and Valuation Advisory
Over the past 50+ years, Houlihan Lokey has established one of the largest worldwide financial and valuation advisory practices. Our transaction expertise and leadership in the field of valuation inspire confidence in the financial executives, boards of directors, special committees, investors, and business owners we serve. In 2025, LSEG ranked us the No. 1 global M&A fairness opinion advisor over the past 25 years. Our stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices.
Portfolio Valuation
Houlihan Lokey’s PV practice is well-recognized and regarded in the alternative asset valuation community. In 2024, the PV Practice received the HFM U.S. Hedge Fund Services Awards in which Houlihan Lokey was named “Best Valuations Firm for Hard to Value Assets,” its seventh consecutive time receiving this award. We also received this same honor in Europe in 2025 for the sixth consecutive time. Houlihan Lokey has also received the HFM Asia Hedge Fund Services Award for “Best Valuation Firm” for the fifth consecutive time, underscoring the outstanding valuation services the firm provides its hedge fund clients around the world.
Scope
Within our Portfolio Valuation practice, our clients include many of the world’s largest hedge funds, private equity funds, direct lending funds, business development companies, among other asset managers, and we advise them on the valuations of illiquid debt, equity and complex securities in order to meet their investor and regulatory financial reporting requirements. Our market-leading practice has a strong reputation with regulators, auditors, and investors and we rapidly mobilize the right team for the job, drawing on our expertise in a wide variety of asset classes and industries, along with our firm’s real-world transaction experience and market knowledge.