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. They offer services including 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, providing insights into global private capital markets with strong execution and client commitment. Lincoln International values diversity, equity, and inclusion, believing it fosters innovation and problem-solving. They are an equal opportunity employer committed to diversity and ESG efforts. The company follows a hybrid work structure with an emphasis on in-office collaboration, requiring employees to be in the office Monday through Thursday, with the option to work remotely on Fridays.
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
