Vice President, Portfolio Valuations
About The Position
Lincoln International, Inc. is seeking a Vice President to join their Valuations & Opinions Group. This group is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups. The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes. Officers work closely with the firm’s Managing Directors and clients in providing valuation and financial advisory services across multiple engagements and offices. The practice is growing rapidly, and they are looking to add a talented individual to support client service and quality control activities, expand capabilities, and bolster marketing efforts. Responsibilities are often more entrepreneurial than at other firms, providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Prior investment banking and/or transaction experience is preferred, but not required.
Requirements
- Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions
- Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
- Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets
- Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks
- Strong verbal and written communication skills
- Working knowledge of credit and M&A markets
- Experience with successfully managing teams of associates and analysts
- Understanding of authoritative guidance related to valuations
- ASC-820 and IFRS 13, valuation industry best practices, and emerging issues
- Ability to act as a primary point of contact with clients
- Ability to effectively multi-task, managing multiple client engagements simultaneously
- Confidently and credibly connect with potential new clients and lead client meetings
- Excellence in MS Word, Excel and PowerPoint
- Bachelor’s or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)
Nice To Haves
- Active CPA, ASA and/or CFA preferred but not required
- Prior investment banking and/or transaction experience is preferred, but not required.
Responsibilities
- Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations
- Providing quality control oversight to engagement teams
- Managing, training and developing associates and analysts at the firm
- Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies
- Identifying and communicating potential engagements to management and writing business proposals and engagement letters
Benefits
- medical, dental, and vision insurance
- retirement benefits
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What This Job Offers
Job Type
Full-time
Career Level
Manager
