Experienced Associate, Portfolio Valuations
About The Position
We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory and valuations and fairness opinions. As one tightly integrated team of more than 1,400 professionals in 25+ offices in 16 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients. Lincoln International is committed to creating 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 read 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
