Experienced Financial Analyst/Associate, Portfolio Valuation and Fund Advisory Services (Energy & Infrastructure) - Houston, TX

About this role

Business Unit: Financial And Valuation Advisory Industry: 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.

The open position is for an Experienced Financial Analyst or Associate based in the Houston office who will be dedicated to executing client engagements, particularly for the energy and infrastructure industries, 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 Experienced Financial Analyst or Associate 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 Experienced Financial Analyst or Associate in our Financial and Valuation Advisory business will be a fully integrated member of engagement teams, which can range in size from two to ten members.

Responsibilities • Supporting FVA portfolio valuation teams, which provide valuations of illiquid debt and equity securities held by hedge funds, private credit 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; • Directing the efforts of Financial Analysts and reviewing their work product to ensure the delivery of an accurate and thorough work product within the required timeframe; • Performing financial statement analysis and other quantitative and qualitative assessments; • Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed; • Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations; • Reviewing and compiling 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 and infrastructure industry and oil and gas sector; • Identifying relevant comparable public companies and M&A transactions within parameters established by FVA project teams, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate; • Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Houlihan Lokey proprietary models; • Reviewing third-party and in-house oil and gas reserves reports, understand

Similar jobs

• Vice President, Portfolio Valuation and Fund Advisory Services (Energy Focus)– Houston, TX — Lateral · Houston, TX
• Experienced Financial Analyst, Portfolio Valuation and Fund Advisory Services - Multiple Locations — Lateral · Atlanta, GA | Los Angeles, CA | San Francisco, CA
• Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York — Lateral · New York, NY | Dallas, TX
• Analyst/Associate, Board Advisory & Opinions - Houston — Lateral · Houston, TX
• Equity Research, Analyst/Associate, Energy & Infrastructure — Btig27 · Dallas, Texas, United States
• Associate, Investments (Energy) — Brookfield Asset Management · New York, New York
• Associate, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York — Lateral · Dallas, TX | New York, NY
• Equity Research, Associate, Energy & Infrastructure — Btig27 · New York, New York, United States