Experienced Associate, Portfolio Valuations
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.
Duties & Responsibilities:
Lincoln International is seeking an Associate 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.
Key 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
Qualifications:
The Associate position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following 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 portfolio valuations
- Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
- Minimum CFA Level I is preferred, but not required.
Additional Information:
Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
