Experienced Associate, Portfolio Valuations

Lincoln International • Chicago, IL

200d • $150,000 - $200,000

About The Position

Lincoln International is seeking Associates to join our rapidly growing Valuations & Opinions Group. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading valuations practice. The Associate position at Lincoln International involves interacting closely with the firm’s senior bankers and clients’ senior executives. Our Associates are heavily involved in every aspect of a valuation and ultimately, master the ability to execute a valuation from start-to-finish. In addition, Associates are expected to contribute to Analysts’ development and support new business development efforts. The Associate position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in valuations. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial 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

• Comprehensive package of benefits including medical, dental, and vision insurance
• Retirement benefits to eligible employees
• Discretionary bonus pay eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees