Operations Generalist

Lincoln International•Chicago, IL

3d•Hybrid

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. Connect with us to learn more at www.lincolninternational.com . 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 . Lincoln International follows a hybrid work structure with an emphasis on in office collaboration. Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays. Our office is located at 110 N Wacker Drive, just blocks from Union Station & Ogilvie Transportation Center. We are seeking a highly organized, detail-oriented, and proactive Operations Generalist to support our growing team. This role is ideal for a recent college graduate or early-career professional looking to gain exposure to a fast-paced professional services environment. The ideal candidate thrives in a collaborative setting, demonstrates strong communication and organizational skills, and takes ownership of tasks from start to finish. Success in this role requires flexibility, professionalism, and the ability to manage multiple priorities efficiently while supporting team operations and business initiatives. Regular working hours are 8:30 a.m. – 5:00 p.m. CST with a 30-minute lunch break. Flexibility and willingness to work overtime as needed are expected.

Requirements

Recent college graduate or 0–2 years of relevant experience preferred
Strong foundational skills in Microsoft PowerPoint and Excel, including formatting, organization, and basic formulas
Ability and eagerness to quickly learn new tools and systems, including Salesforce and automation platforms
Highly organized with strong attention to detail and follow-through
Excellent written and verbal communication skills
Positive attitude with a strong sense of teamwork and accountability
Ability to manage multiple priorities in a deadline-driven environment

Responsibilities

Coordinate calendars and schedule internal and external meetings across teams
Proactively manage scheduling conflicts and align meetings with team priorities
Coordinate TRC (technical review committee) scheduling and training scheduling activities
Assist with meeting coordination, logistics, and follow-up communication
Maintain and update tracking spreadsheets related to events, marketing initiatives, and team activities
Prepare, format, update, and quality-check PowerPoint presentations for internal and client-facing meetings
Update stock marketing presentations and related materials
Support administrative aspects of engagements and ongoing projects
Assist with gathering and organizing reporting data from Salesforce and NetSuite
Help create team meeting agendas and supporting materials
Update and maintain contact and activity records within Salesforce
Support CRM cleanup initiatives and ensure data accuracy and consistency
Manage and update marketing and business development lists
Manage follow-up processes for database model uploads
Assist with broader data hygiene and organizational initiatives
Coordinate agendas, meeting materials, and action items
Support internal team initiatives and ad hoc operational needs
Serve as a dependable point of contact for coordination across teams and functions
Contribute to a positive, collaborative, and team-oriented environment