Experienced Analyst, Transaction Opinions & Board Advisory at Lincoln International | GA | Rezi

Experienced Analyst, Transaction Opinions & Board Advisory at Lincoln International

Experienced Analyst, Transaction Opinions & Board Advisory

Lincoln International · GA

1 months ago

Experienced Analyst, Transaction Opinions & Board Advisory

Lincoln International · GA

a month ago
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About the Role

Lincoln International seeks Analysts for the rapidly growing Transaction Opinions and Board Advisory team within the Valuations & Opinions Group (VOG). Successful candidates will possess strong technical and interpersonal abilities, a desire for professional and personal development, and motivation to build a leading transaction opinions practice in a fast-paced, growth environment. This role offers an excellent opportunity to gain transactional experience and build a corporate finance toolkit through engagements with public and private companies and leading private equity firms. Engagements include M&A, restructuring, recapitalization, spin-off transactions, and board or special committee advisory situations, delivering fairness and solvency opinions or valuations. The Analyst serves as an analytical and organizational anchor for deal teams, with responsibilities often more entrepreneurial than at other firms, providing opportunities to contribute to a dynamic and growing platform. Successful Analysts are assertive, motivated self-starters with the potential to thrive in an entrepreneurial environment.

Responsibilities

  • Prepare, complete, and review financial models and sophisticated valuation and financial analyses for fairness and solvency opinions.
  • Analyze, review, and navigate SEC filings (8-K, 10-Q, 10-K), investor presentations, equity research reports, and other resources to calculate trading/transaction multiples and support market-based valuation models.
  • Research market and transactional data and trends to assist with synthesizing market insights for engagements, client pitches, white papers, or market perspectives.
  • Assist with preparing client deliverables and client discussion materials.
  • Work closely with Lincoln deal teams, senior officers, and clients to align work streams with project plans or transaction timelines.
  • Maintain proprietary valuation databases.
  • Prepare marketing materials for meetings with potential or existing clients and support senior members of the Transaction Opinions & Board Advisory team.

Requirements

  • Authentic individual with high integrity, consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity).
  • Assertive, articulate, and self-motivated, capable of managing multiple tasks and competing deadlines in a fast-paced environment.
  • Strong collaborator who thrives in an entrepreneurial environment.
  • Driven and ambitious professional who gains satisfaction from achieving personal and team goals.
  • Ability to demonstrate good judgment and handle highly confidential information professionally.
  • Excellent foundation of corporate finance knowledge with advanced understanding of financial statements and various valuation methodologies (DCF, comparable company analysis).
  • Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution with a strong academic record (undergraduate and graduate).
  • Proficiency in financial modeling with advanced Microsoft Excel skills.
  • Strong writing skills and experience with PowerPoint and Microsoft Word.
  • Effective organizational skills and aptitude to manage people and work products.
  • Strong communication skills and experience interacting with teammates and clients.
  • One year of professional services experience in the financial services industry (investment banking, valuations, or accounting) is strongly preferred.
  • Not currently hiring individuals requiring employment visa sponsorship now or in the future.

Skills

  • Technical abilities
  • Interpersonal abilities
  • Financial modeling
  • Microsoft Excel
  • Writing skills
  • PowerPoint
  • Microsoft Word
  • Organizational skills
  • Communication skills
  • Corporate finance knowledge
  • Financial statement analysis
  • Valuation methodologies
  • DCF
  • Comparable company analysis

Location

  • Chicago, Illinois
  • New York
  • California

Work Type

  • Hybrid
  • Full-time
  • In-office Monday through Thursday
  • Remote or in-office on Fridays

Experience Level

  • Analyst
  • One year of professional services experience in financial services preferred

Education Level

  • Bachelor's degree in Finance, Accounting or Economics from top tier institution
  • Strong academic record (undergraduate and graduate)

Salary/Compensations

  • $95,000 to $105,000 on an annual basis
  • Eligible for discretionary bonus pay

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Retirement benefits

About the Company

  • Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners, senior executives of leading private equity firms and their portfolio companies, and public/privately held companies.
  • Services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions.
  • A global enterprise with over 1,400 professionals in more than 30 offices across 14 countries, offering an unobstructed perspective on global private capital markets.
  • Committed to superb execution and deep client success.
  • Forges deep, productive client relationships through extensive industry knowledge, timely market intelligence, and strategic insights.
  • Success is a direct outcome of the strength of its people, encouraging diversity of thought and creating talent density.
  • Values diversity, equity, and inclusion as a catalyst for innovation, creative problem solving, accessing top candidates, and adapting to a dynamic environment.
  • Believes a diverse team with unique perspectives better understands and serves client needs.

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.