Experienced Associate, Portfolio Valuations at Lincoln International | New York, USA | Rezi

Experienced Associate, Portfolio Valuations at Lincoln International

Experienced Associate, Portfolio Valuations

Lincoln International · New York, USA

1 months ago

Experienced Associate, Portfolio Valuations

Lincoln International · New York, USA

2 months ago
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About the Role

Lincoln International is seeking Associates to join its rapidly growing Valuations & Opinions Group. Successful candidates will have strong cognitive and interpersonal abilities, a desire to develop professional and personal skills, and be motivated by building a leading valuations practice. The Associate position offers significant client interaction, involvement in all aspects of valuation execution, and opportunities for entrepreneurial contribution within a dynamic and growing platform.

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

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)
  • 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
  • PowerPoint
  • Microsoft Word
  • Valuation methodologies (DCF, LBO, comparable company analysis)
  • Financial statements analysis
  • Organizational skills
  • Communication skills
  • Client interaction

Location

  • Chicago, Illinois, United States

Work Type

  • Hybrid
  • In-office Monday through Thursday
  • Option to work remotely 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 from top tier institution
  • Strong academic record (both undergraduate and graduate)

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 serving 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 over 1,400 professionals in more than 30 offices in 14 countries.
  • Offers an unobstructed perspective on global private capital markets, backed by superb execution and a deep commitment to client success.
  • Possesses extensive industry knowledge and relationships, timely market intelligence, and strategic insights.
  • Fosters deep, productive client relationships that endure for decades.
  • Encourages diversity of thought and talent density by attracting, retaining, and engaging high performers from all demographics, backgrounds, and perspectives.
  • Values diversity, equity, and inclusion as a catalyst for innovation, creative problem-solving, accessing the best candidates, and adapting to a dynamic environment.
  • Believes employing a diverse team better serves client needs.
  • Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, including licensed entities in the United States (SEC-registered broker-dealers, FINRA and SIPC members) and the United Kingdom (authorized and regulated by the U.K. Financial Conduct Authority).

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.