Full-Time

Experienced Associate

Updated on 4/30/2024

Lincoln International

Lincoln International

1,001-5,000 employees

Investment banking and global advisory services

Consulting
Financial Services

Compensation Overview

$115,000 - $175,000Annually

+ Bonus

Junior, Mid, Senior

San Francisco, CA, USA + 5 more

Required Skills
Communications
Word/Pages/Docs
Marketing
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides
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 or a related field
  • 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 and financial analyses in support of fairness and solvency opinions
  • Writing and reviewing valuation reports and board presentations
  • Coordinating engagements with team members including providing oversight to analysts
  • Interacting with clients and preparing deliverables
  • 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 is a global leader in investment banking, specializing in mergers and acquisitions, private funds and capital markets advisory, and valuations and fairness opinions. With a cohesive team of over 850 professionals in 20 offices across 15 countries, the company boasts deep industry knowledge and strong global connections, making it an exemplary workplace for those looking to thrive in a dynamic and global financial environment. Moreover, its commitment to client success and outstanding market intelligence provides employees the opportunity to develop rewarding, long-term relationships and careers.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1996

Growth & Insights
Headcount

6 month growth

4%

1 year growth

11%

2 year growth

34%