Duties & Responsibilities:

Lincoln International is seeking Analysts 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, are excited to gain exposure to a broad range of asset classes and industries, and are motivated by the prospect of building a leading valuations practice.

The Analyst position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in portfolio valuations, though Analysts may occasionally be required or volunteer to work on valuation engagements for other valuation services. The Analyst serves as the analytical and organizational anchor for the Valuations & Opinions Group and would have the opportunity to work with clients including many of the most sophisticated, blue chip institutional investment firms in the industry. 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 Analysts are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

We envision the Valuations and Opinions Analyst will be initially tasked with the following:

• 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

Qualifications

The Analyst 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:

Professional and Cultural Characteristics:

• 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

Additional Qualifications:

• 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; Master’s degree is preferred but not required
  • Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
• Proficiency at financial modeling with advanced Microsoft Excel skills
  • Understanding of integrated cash flow modeling is preferred
• 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
• Active CPA and/or minimum of CFA Level I is preferred, but not required

Additional Information:

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 $75,000 to $95,000 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 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 is also eligible for bonus pay.

We offer a comprehensive package of 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.