Full-Time

Experienced Analyst

Portfolio Valuations

Posted on 6/27/2024

Lincoln International

Lincoln International

1,001-5,000 employees

Mid-market investment banking and advisory services

Venture Capital
Financial Services

Compensation Overview

$75k - $95kAnnually

+ Bonus

Entry, Junior

San Francisco, CA, USA

Requires in-office presence Monday through Thursday.

Category
Corporate Finance
Finance & Banking
Required Skills
Communications
Word/Pages/Docs
Mergers & Acquisitions (M&A)
Data Analysis
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
Requirements
  • 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; 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
  • At least 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
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
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 around the world. 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 is fully independent, owned and operated by its partners, which helps avoid conflicts of interest and fosters long-term relationships built on trust. The company’s goal is to combine global resources with a personalized approach, ensuring that each client receives dedicated attention and reliable results.

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

INACTIVE