Experienced Associate, Transaction Opinions

Posted 20 Days Ago
Be an Early Applicant
5 Locations
Mid level
Financial Services
The Role
The Associate will prepare and review financial models and valuation analyses, write valuation reports, coordinate engagements, track capital markets, and support senior team members within the Valuations & Opinions Group.
Summary Generated by Built In

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value 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. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

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. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.
Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities:

Lincoln International is seeking an Associate to join our rapidly growing Valuations & Opinions Group (VOG).  Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading transaction opinions practice. 

The Associate position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in valuations, fairness and solvency opinions. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

Key Responsibilities:

  • Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions
  • Writing and reviewing valuation reports and board presentations
  • Coordinating engagements with team members including providing oversight to analysts
  • Interacting with clients and preparing deliverables
  • 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

Qualifications:

The Associate position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following 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 or a related field
  • 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

Additional Information:

#LI-HYBRID

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary range for this role is $125,000 to $175,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Illinois, New York or California. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.  
 
This job may also be eligible for discretionary bonus pay.**
 
We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees.
 
You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.



Click here to view Lincoln International's Candidate Privacy Notice.


Top Skills

Excel
The Company
HQ: Chicago, IL
1,429 Employees
On-site Workplace

What We Do

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 950 professionals in more than 20 offices in 15 countries, we offer an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

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