Full-Time

Experienced Associate

Portfolio Valuations

Posted on 9/22/2023

Lincoln International

Lincoln International

1,001-5,000 employees

Mid-market investment banking and advisory services

Venture Capital
Financial Services

Compensation Overview

$115k - $175kAnnually

+ Bonus

Mid

San Francisco, CA, USA + 5 more

More locations: Los Angeles, CA, USA | Dallas, TX, USA | Chicago, IL, USA | New York, NY, USA | Atlanta, GA, USA

Hybrid work structure requires in-office presence Monday through Thursday.

Category
Investment Banking
Finance & Banking
Required Skills
Communications
Word/Pages/Docs
Marketing
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

You match the following Lincoln International's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
  • 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
Responsibilities
  • Preparing, completing, and reviewing financial models and sophisticated valuation analyses
  • Writing and reviewing valuation reports and presentations
  • 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 any changes within the markets
  • Preparing marketing materials for meetings with potential clients
  • Supporting the senior members of the Valuations & Opinions Group
Lincoln International

Lincoln International

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Lincoln International operates as a mid-market investment bank with a global presence, featuring thirteen offices in major economies. The firm specializes in providing services such as mergers and acquisitions advisory, debt advisory, restructuring, valuations, corporate finance, and UK pensions advisory. Each office is well-connected within its region, allowing Lincoln International to handle a significant number of cross-border M&A deals. Unlike larger firms, Lincoln International maintains a fully integrated approach with a global culture and industry-specific teams, ensuring that all partners share in the firm's success without conflicts of interest. The focus on mid-market clients allows senior bankers to be hands-on, providing personalized attention to each assignment. The company's goal is to leverage its global resources while maintaining a strong commitment to building long-term relationships based on trust.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$80.7M

Headquarters

Chicago, Illinois

Founded

1996

Simplify Jobs

Simplify's Take

What believers are saying

  • Cross-border M&A activity is expected to increase, benefiting Lincoln's global operations.
  • The surge in private equity dry powder could drive M&A activity for Lincoln.
  • Digital transformation in finance accelerates, aligning with Lincoln's strategic insights and market intelligence.

What critics are saying

  • Increased competition from Houlihan Lokey may impact Lincoln's market share in consumer health.
  • Integration challenges from acquiring TCG Corporate Finance could affect European operations.
  • Regulatory hurdles in Europe may challenge the expansion of Lincoln's Private Funds Advisory Group.

What makes Lincoln International unique

  • Lincoln International is the only truly international, integrated, independent mid-market investment bank.
  • The firm has a global presence with 13 offices in key global economies.
  • Lincoln International focuses exclusively on mid-market, ensuring hands-on involvement from senior bankers.

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Benefits

Hybrid Work Options

Company News

ABL Advisor
Jan 16th, 2025
Houlihan Lokey Grows Consumer Health Coverage, Adds Cazzoli as Managing Director

Houlihan Lokey announced that Riccardo Cazzoli has joined the Consumer Group as a Managing Director, focused on the firm's consumer health efforts.

Business Wire
Nov 4th, 2024
Lincoln International Acquires TCG Corporate Finance, a Leading Technology Investment Banking Advisor to European Private Equity

Lincoln International acquires TCG Corporate Finance, a leading technology investment banking advisor to European private equity.

Lincoln International
Oct 8th, 2024
Lincoln International Announces Two Legal & Compliance Appointments

Lincoln International, a global investment banking advisory firm, is pleased to announce that Kristin Marvin has joined the firm as General Counsel and that Sarah Haque has been appointed as Chief Compliance Officer and Deputy General Counsel.

Lincoln International
Aug 7th, 2024
Lincoln International adds Alex Johnston as Managing Director

Lincoln International adds Alex Johnston as Managing Director.

Lincoln International
Jul 30th, 2024
Lincoln International adds Everett Currier and Aaron Klein as Managing Directors

Lincoln International adds Everett Currier and Aaron Klein as Managing Directors.

INACTIVE