Experienced Associate, Portfolio Valuations
About The Position
Lincoln International, Inc. is a trusted investment banking advisor serving private equity firms, their portfolio companies, and public and privately held companies. We offer services in mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. Our global enterprise consists of over 1,400 professionals across more than 30 offices in 14 countries, providing a clear perspective on global private capital markets with strong execution and a commitment to client success. We foster deep client relationships through extensive industry knowledge, timely market intelligence, and strategic insights. Lincoln International values diversity, equity, and inclusion as a driver of innovation, problem-solving, and adaptability in a competitive environment. We believe a diverse team enhances our ability to understand and serve client needs. Lincoln International is an equal opportunity employer committed to creating a diverse environment.
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
