Full-Time

Vice President

Portfolio Valuations

Confirmed live in the last 24 hours

Lincoln International

Lincoln International

1,001-5,000 employees

Mid-market investment banking and advisory services

Venture Capital
Financial Services

Compensation Overview

$200kAnnually

+ Bonus

Senior

No H1B Sponsorship

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
Word/Pages/Docs
Excel/Numbers/Sheets
Financial Modeling
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
  • Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets
  • 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)
Responsibilities
  • Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations
  • Providing quality control oversight to engagement teams
  • Managing, training and developing associates and analysts at the firm
  • Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies
  • Identifying and communicating potential engagements to management and writing business proposals and engagement letters
Desired Qualifications
  • Active CPA, ASA and/or CFA preferred but not required
  • Prior investment banking and/or transaction experience is preferred, but not required
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. The company prides itself on its integrated approach, with a unified global culture and industry-specific teams that work collaboratively across regions. Unlike larger firms, Lincoln International is independent, owned by its partners, which helps avoid conflicts of interest and fosters long-term client relationships based on trust. The goal of Lincoln International is to leverage its global resources while maintaining a personalized focus on mid-market clients, ensuring reliable results tailored to each assignment.

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