Vice President, Portfolio Valuations

Vice President, Portfolio Valuations

Lincoln International, Inc. is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration. Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & 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

Qualifications:

• 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)
• Active CPA, ASA and/or CFA preferred but not required

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary range for this role is $250,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in Georgia, Texas, Illinois, New York or California. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs. This job may also be eligible for discretionary bonus pay. We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees.