2027 Full-Time Analyst, Valuations & Opinions Group

Lincoln International•Dallas, GA

6d•Hybrid

About The Position

Lincoln International, Inc. is a trusted investment banking advisor providing services such as mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise has over 1,400 professionals in more than 30 offices across 14 countries. Lincoln International emphasizes diversity, equity, and inclusion, viewing it as a catalyst for innovation and problem-solving. The company follows a hybrid work structure, with employees in the office Monday through Thursday and the option to work remotely on Fridays. This role is within the rapidly growing Valuations & Opinions Group (VOG), seeking candidates with strong cognitive and interpersonal abilities who are eager to develop professionally and gain exposure to various asset classes and industries. The Analyst will serve as the analytical and organizational anchor for the VOG, working with sophisticated institutional investment firms. Responsibilities are often entrepreneurial, offering opportunities to contribute to a dynamic platform. Successful Analysts are assertive, motivated self-starters.

Requirements

Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity).
Assertive, articulate, and self-motivated, capable of managing multiple tasks and deadlines in a fast-paced environment.
Strong collaborator who enjoys working in an entrepreneurial environment.
Driven and ambitious professional who gains satisfaction from achieving personal and team goals.
Ability to demonstrate good judgment and handle highly confidential information in a professional manner.
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.).
Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.
Bachelor's degree in Finance, Accounting or Economics from a top-tier institution.
Strong academic record of 3.5 GPA or above (both undergraduate and graduate).
Must have graduated by or before June 2027.
Proficiency at financial modeling with advanced Microsoft Excel skills.
Strong writing skills and experience with PowerPoint and Microsoft Word.
Effective organizational skills and the aptitude to manage people and work products.
Strong communication skills and experience interacting with teammates and clients.

Nice To Haves

Master’s degree is preferred but not required.
Understanding of integrated cash flow modeling is strongly preferred.
One year of professional experience in valuations, corporate finance, accounting, or related is preferred.
Active CPA and/or minimum of CFA Level I is preferred, but not required.

Responsibilities

Supporting the Portfolio Valuation team, Asset-backed Finance, or Transaction Opinions & Board Advisory team.
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 understand the company or securities being analyzed.
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting analyses in an organized manner using 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.
Identifying relevant comparable public companies and M&A transactions using information services like S&P Capital IQ and Bloomberg, along with knowledge of appropriate Standard Industrial Classification and other methods.
Constructing and reviewing valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models.
Researching and providing information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures within specific industries, and various investment attributes of publicly traded and privately held securities.
Participating in due diligence meetings, communicating with clients, and responding to auditor questions regarding valuation analyses.
Designing and drafting client deliverables.
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
Performing other ad-hoc research, analytics, and support for the VOG team as required.
Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end-of-engagement close out procedures.