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.
