Financial Analyst, Portfolio Valuation and Fund Advisory – Structured Products
Houlihan Lokey · Mumbai Metropolitan Region
- On site
- Full-time
- $85,000 / year
- Mumbai Metropolitan Region
Job highlights
- Analyze and value complex structured products.
- Utilize discounted cash flow models.
- Perform market research and calibrate models.
- Prepare client deliverables and reports.
- Collaborate with senior professionals and clients.
About the role
Financial Analyst Portfolio Valuation and Fund Advisory – Structured Products
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.Structured Products Valuation Advisory
Drawing on our extensive experience analyzing, structuring, securitizing, underwriting, investing in, and trading whole loans and structured credit instruments, our professionals employ thorough analytical methods and powerful proprietary modeling techniques. Our valuation process incorporates robust market data to provide clients with superior valuation and advisory services that reflect current market developments for all structured products. Our professionals have analyzed multibillion-dollar portfolios of individual securities, whole loans, and everything in between on behalf of originators, hedge funds, private equity funds, banks, insurance companies, fund administrators, and other financial institutions.Responsibilities
The Financial Analyst position presents an excellent career opportunity for you to join our rapidly growing firm. Financial Analysts within our Financial Valuation Advisory Services business are fully integrated members of our engagement teams. You will work with a dedicated, highly talented staff of professionals who will give you a broad exposure to many issues and concerns affecting businesses today. We offer a unique opportunity to work on a wealth of projects that provide exposure to various financial advisory challenges, including the valuation of complex securities. You will also have an opportunity to interact with clients on active engagements and participate in the firm’s marketing efforts. After completing training specific to certain valuation techniques, databases and tools, your general responsibilities will include the following:- 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
Qualifications
The environment at Houlihan Lokey is collegial and entrepreneurial and, as such, rewards staff with substantial responsibility and interaction with senior-level professionals and clients. The ideal candidate thinks strategically, is motivated, detail oriented, creative, outgoing, possesses strong quantitative skills and exhibits exceptional work ethic. The Financial Analyst will primarily support Structured Products valuation professionals in the Portfolio Valuation & Advisory Services practice and will gain broad exposure to a wide range of assets. The following general qualifications are required:- The ideal candidate should have 1-3 years of work experience
- Completed CFA Level 1
- 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
- Flexibility to travel to client site for due diligence meetings as required
- Knowledge of multiple valuation techniques
- Knowledge of various structured products including Residential and Commercial Mortgage Securities (RMBS and CMBS), Asset-Backed Securities (ABS), and Collateralized Loan Obligations (CLO)
- Knowledge of and experience with statistical packages and data sources such as Intex and Bloomberg
Key skills/competency
- Financial Analysis
- Portfolio Valuation
- Structured Products
- Valuation Modeling
- Discounted Cash Flow (DCF)
- Financial Advisory
- Quantitative Analysis
- Excel Proficiency
- Market Research
- Client Communication
Skills & topics
- Financial Analyst
- Portfolio Valuation
- Structured Products
- Fund Advisory
- Valuation
- Investment Banking
- Financial Modeling
- Discounted Cash Flow
- CFA
- Finance
How to get hired
- Tailor your resume: Highlight your quantitative skills, CFA Level 1 completion, and experience with Excel and financial modeling.
- Showcase analytical expertise: Emphasize your ability to model discounted cash flows and solve complex financial problems.
- Demonstrate communication skills: Prepare to present valuation analyses to internal teams and external clients.
- Express strong work ethic: Highlight your detail-oriented approach and ability to manage multiple projects.
- Research Houlihan Lokey: Understand their financial advisory services and structured products expertise.
Technical preparation
Master Excel for financial modeling.,Practice DCF analysis and valuation theory.,Study structured products and their valuation.,Review probability and statistics concepts.
Behavioral questions
Describe a complex financial problem you solved.,How do you manage multiple projects?,Give an example of working in a team.,How do you ensure attention to detail?
Frequently asked questions
- What are the primary responsibilities of a Financial Analyst in Portfolio Valuation at Houlihan Lokey?
- As a Financial Analyst in Portfolio Valuation at Houlihan Lokey, you will be responsible for analyzing and valuing structured products, asset-backed loans, and other illiquid securities. This includes determining valuation assumptions, utilizing discounted cash flow frameworks, performing market research, preparing client deliverables, and presenting valuation analyses to clients and internal teams.
- What qualifications are essential for the Financial Analyst role at Houlihan Lokey?
- Essential qualifications include 1-3 years of work experience, completion of CFA Level 1, a Bachelor's or Master's degree in a quantitative field, a fundamental understanding of financial valuation theory, strong analytical and problem-solving skills, and excellent Excel proficiency. Strong verbal and written communication skills are also crucial.
- What specific knowledge is desirable but not required for this Financial Analyst position?
- Desirable qualifications include knowledge of various structured products like RMBS, CMBS, ABS, and CLOs, as well as experience with statistical packages and data sources such as Intex and Bloomberg. Familiarity with multiple valuation techniques is also beneficial.
- How does Houlihan Lokey support the professional development of its Financial Analysts?
- Houlihan Lokey offers a collegial and entrepreneurial environment where Financial Analysts are fully integrated into engagement teams. You'll receive training on valuation techniques, databases, and tools, gain broad exposure to various financial advisory challenges, and have opportunities for interaction with senior professionals and clients.
- What is the work environment like at Houlihan Lokey for a Financial Analyst?
- The work environment at Houlihan Lokey is described as collegial and entrepreneurial, offering substantial responsibility and direct interaction with senior-level professionals and clients. The firm values strategic thinking, motivation, detail orientation, creativity, and an exceptional work ethic.
- How can I best prepare my resume for the Financial Analyst position at Houlihan Lokey?
- To prepare your resume for this Financial Analyst role at Houlihan Lokey, emphasize your 1-3 years of relevant experience, highlight your completed CFA Level 1, and showcase your strong quantitative background (degree in finance, math, etc.). Detail your proficiency in Excel, your experience with discounted cash flow modeling, and any exposure you have to structured products or valuation methodologies.