Experienced Associate, Portfolio Valuations

Lincoln International • Chicago, NY

16h • Hybrid

About The Position

Lincoln International is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies, as well as public and privately held companies globally. Our services encompass mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As a unified team of over 1,400 professionals across 25+ offices in 16 countries, we provide an unobstructed perspective on the global private capital markets, characterized by superb execution and a deep commitment to client success. We foster enduring client relationships through extensive industry knowledge, timely market intelligence, and strategic insights. Lincoln International recognizes that the success of our global organization is directly attributed to the strength of our people. We champion diversity of thought and cultivate talent density by attracting, retaining, and engaging high performers from all demographics, backgrounds, and perspectives. We view diversity, equity, and inclusion as catalysts for innovation and creative problem-solving, enabling us to access the best candidates and adapt to a highly dynamic and competitive environment. Employing a diverse team and valuing unique perspectives allows us to better understand and serve our clients' needs. Lincoln International is dedicated to fostering a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to learn more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Requirements

• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
• 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
• Three to five years of professional experience in valuations
• Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)

Nice To Haves

• Active CPA and/or minimum of CFA Level I is preferred, but not required

Responsibilities

• Preparing, completing, and reviewing financial models and sophisticated valuation analyses
• Writing and reviewing valuation reports and presentations
• Coordinating recurring valuation projects with team members including providing oversight to analysts
• Interacting with clients and preparing deliverables
• Maintaining proprietary valuation databases
• Tracking the capital markets and analyzing any changes within the markets
• Preparing marketing materials for meetings with potential clients
• Supporting the senior members of the Valuations & Opinions Group

Benefits

• medical, dental, and vision insurance
• retirement benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level