Full-Time

Vice President

Portfolio Valuations

Updated on 6/13/2024

Lincoln International

Lincoln International

1,001-5,000 employees

Global investment banking and advisory services

Financial Services
Consulting

Compensation Overview

$175k - $200kAnnually

+ Bonus

Senior

San Francisco, CA, USA + 5 more

Required Skills
Communications
Word/Pages/Docs
PowerPoint/Keynote/Slides
Requirements
  • Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions
  • Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
  • Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks
  • Strong verbal and written communication skills
  • Working knowledge of credit and M&A markets
  • Experience with successfully managing teams of associates and analysts
  • Understanding of authoritative guidance related to valuations
  • ASC-820 and IFRS 13, valuation industry best practices, and emerging issues
  • Ability to act as a primary point of contact with clients
  • Ability to effectively multi-task, managing multiple client engagements simultaneously
  • Confidently and credibly connect with potential new clients and lead client meetings
  • Excellence in MS Word, Excel and PowerPoint
  • Bachelor’s or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)
  • Active CPA, ASA and/or CFA preferred but not required
Responsibilities
  • Leading project teams providing valuation and financial advisory services to clients
  • Providing quality control oversight to engagement teams
  • Managing, training and developing associates and analysts at the firm
  • Proactive calling on potential new clients
  • Identifying and communicating potential engagements to management and writing business proposals and engagement letters
Lincoln International

Lincoln International

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Lincoln International specializes in providing mergers and acquisitions advisory, capital markets advisory, and valuation services to its global clientele. As a unified team of over 850 professionals spread across more than 20 offices worldwide, the company thrives on a culture of deep industry knowledge and a commitment to client success. This environment fosters enduring client relationships and positions the company as a trusted advisor in the investment banking sector.

Company Stage

N/A

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

1996

Growth & Insights
Headcount

6 month growth

5%

1 year growth

7%

2 year growth

30%