About the Role
Lincoln International is seeking an Associate to join its rapidly growing Valuations & Opinions Group with fixed income structured product experience. Successful candidates will have strong cognitive and interpersonal abilities, a desire to develop professionally and personally, and be motivated by building a leading valuations practice. The Associate position involves close interaction with senior bankers and clients' senior executives, with significant involvement in all aspects of valuation, aiming for mastery of execution from start to finish. Associates are also expected to contribute to Analysts' development and support new business development efforts. This role offers an entrepreneurial environment with opportunities to contribute to a dynamic and growing platform.
Responsibilities
- Preparing, completing, and reviewing financial models and sophisticated valuation analyses
- Writing and reviewing valuation reports and presentations
- Valuation and analysis of mortgage whole loans, student loans, consumer loans, RMBS, CMBS, CLO, ABS, and other structured finance securities
- Driving the development and refinement of valuation models and approaches to determine valuation inputs, including loss and prepayment vectors, and appropriate secondary market spreads
- 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 changes within the markets
- Preparing marketing materials for meetings with potential clients
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
- Two to five years of structured products experience
- Structuring, trading, or whole loan modelling experience desirable
- 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
- Four to six years of professional experience in valuations preferred, but not required
- Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
- Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment
- Strong collaborator who enjoys working 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 in a professional manner
- Not currently hiring individuals who now or in the future require sponsorship for employment visa status
Skills
- Fixed income structured product experience
- Financial modeling
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Valuation methodologies (DCF, LBO, comparable company analysis)
- Communication skills
- Organizational skills
Location
- Chicago, Illinois, United States
Work Type
- Hybrid
- In-office Monday through Thursday
- Remote or office option on Fridays
Experience Level
- Associate
- Two to five years of structured products experience
- Four to six years of professional experience in valuations preferred
Education Level
- Bachelor's degree in Finance, Accounting, Mathematics, Statistics, or Economics from top tier institution
- Strong academic record (both undergraduate and graduate)
About the Company
- Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to 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 is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries.
- Offers an unobstructed perspective on the 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 creates talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives.
- Values diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment.
- Believes that employing a diverse team and valuing unique perspectives better 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.
