Experienced Analyst, Portfolio Valuations

Lincoln International is a trusted investment banking advisory firm specializing in mergers and acquisitions, private funds, and capital markets advisory. They are seeking an Analyst for their Valuations & Opinions Group, where the successful candidate will support portfolio valuations and engage with sophisticated institutional investment firms.

Responsibilities

• Supporting our portfolio valuation team, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds’ assets to investors
• Performing financial statement analysis and other quantitative and qualitative assessments
• Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
• Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
• Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors
• Identifying relevant comparable public companies and M&A transactions, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
• Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models
• Researching and providing information on: General economic conditions, Industry-specific conditions and trends, Acquisitions and divestitures within specific industries, Various investment attributes of publicly traded and privately held securities
• Participating in due diligence meetings, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Lincoln International
• Designing and drafting client deliverables
• Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
• Performing other ad-hoc research, analytics, and support for the VOG team as required
• Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end-of-engagement close out procedures

Skills

• 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
• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
• Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
• Bachelor's degree in Finance, Accounting or Economics from top tier institution
• Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
• Proficiency at financial modeling with advanced Microsoft Excel skills
• One year of professional experience in valuations, corporate finance, accounting, or related
• 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
• Master's degree is preferred but not required
• Understanding of integrated cash flow modeling is preferred
• Active CPA and/or minimum of CFA Level I is preferred, but not required

Benefits

• Medical, dental, and vision insurance
• Retirement benefits
• Discretionary bonus pay

Company Overview