Analyst – Valuations and Opinions Group

Duties & Responsibilities:

Lincoln International’s Valuations & Opinions Group, is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups.  The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes.

Lincoln International is seeking Analysts to join our rapidly growing Valuations & Opinions Group (VOG). Successful candidates should 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 valuations across different purposes, requirements and asset classes.

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 or corporates 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 valuation team, which provides valuations of private capital investments, businesses, intangibles, financial instruments etc in connection with fair value reporting, transactions, tax requirements or other purposes.
• Performing financial statement analysis and other quantitative and qualitative assessments
• Reviewing client investment memoranda or other documents, board of directors’ presentations,  transaction agreements, and financial models to develop an understanding of the company or assets 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 (other databases) 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
• Learn and apply valuation standards or guidance as applicable to specific engagements
• 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
• 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 looking for professional with experience in the UAE or the GCC region.
 
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 employe