Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus) - Houston, TX

About the role

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. The open position is for a Vice President based in the Houston office who will be dedicated to executing client engagements as well as growing Houlihan Lokey's Portfolio Valuation and Fund Advisory (PV) practice. Our Financial Valuation Advisory (FVA) practice is looking to add talented financial professionals at the Vice President level to focus on managing the execution of client engagements and building out our Portfolio Valuation and Fund Advisory (PV) practice. While the primary execution and business development focus will be for PV, all members of the FVA practice are expected to broadly facilitate our firm's growth by cross selling other FVA, Corporate Finance, and Restructuring service offerings provided by Houlihan Lokey. The PV-dedicated Vice President in our Financial and Valuation Advisory Services business will be a fully integrated member of engagement teams, which can range in size from two to ten members.

Responsibilities

• Leading FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds' assets to investors;
• Leading business and financial due diligence sessions with clients;
• Providing leadership and guidance towards valuing companies, businesses, and securities;
• Directing the efforts of Associates and Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe;
• Reviewing published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors, including the energy industry and oil and gas sector;
• Reviewing third-party and in-house oil and gas reserves reports, understanding relevant energy industry metrics, and reviewing net asset value analyses for upstream oil and gas companies;
• Presenting valuation analyses and conclusions internally and ex

Benefits

Additional Information

Business Unit: Financial And Valuation Advisory Industry: Portfolio Valuation

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