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About the Role

Lincoln International is seeking an Associate to join its Transaction Opinions & Board Advisory team within the Valuations & Opinions Group. This role offers an excellent opportunity to gain transactional experience and build technical finance skills through a mix of engagements for public and private companies, as well as private equity firms. Associates are critical deal team members responsible for execution-related workstreams, including financial modeling, presentation drafting, and analyst oversight.

Responsibilities

Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling
Having primary ownership for the development and review of board-level presentations and reports
Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts
Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses
Coordinating with clients and, at times, leading diligence efforts or information gathering processes
Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team

Requirements

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Advanced financial modeling and 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 the financial services industry, such as investment banking or valuations is strongly preferred
Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
Active CPA and/or minimum of CFA Level I is preferred, but not required
Not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Skills

Financial modeling
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Valuation methodologies
Financial statement analysis

Location

Chicago, Illinois, United States

Work Type

Hybrid
In-office collaboration
In-office Monday through Thursday
Remote or from the office on Fridays

Experience Level

Associate
Three to five years of professional experience

Education Level

Bachelor's degree in Finance, Accounting or Economics

Salary/Compensations

$150,000 to $200,000

Benefits

Medical insurance
Dental insurance
Vision insurance
Retirement benefits

About the Company

Lincoln International, Inc. is a trusted investment banking advisor to business owners, senior executives of private equity firms, and public and privately held companies.
Services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions.
The global enterprise has more than 1,400 professionals in over 30 offices in 14 countries.
The company offers an unobstructed perspective on global private capital markets, backed by superb execution and a deep commitment to client success.
Lincoln International fosters innovation and creative problem solving by encouraging diversity of thought and creating talent density.
The company values diversity, equity, and inclusion.

Equal Opportunity

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.