PV - Associate

Associates For Valuations & Opinions Group

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our advisory services include mergers and acquisitions, debt advisory, growth equity and restructuring for the mid-market. We also provide valuations and fairness opinions and joint ventures advisory services. As one tightly integrated team of more than 500 professionals across 16 countries, we offer an unobstructed perspective, 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 seeking associates to join our rapidly growing Valuations & Opinions Group in our Chicago & New York offices. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading valuations practice. The associate position at Lincoln International involves interacting closely with the firm's senior bankers and clients' senior executives. Our associates are heavily involved in every aspect of a valuation and ultimately, master the ability to execute a valuation from start-to-finish. In addition, associates are expected to contribute to analysts' development and support new business development efforts.

Duties and responsibilities the associate position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in valuations. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

• Preparing, completing, and reviewing financial models and sophisticated valuation analyses
• Writing and reviewing valuation reports and presentations
• Coordinating recurring valuation projects with team members including providing oversight to analysts
• Interacting with clients and preparing deliverables
• Maintaining proprietary valuation databases
• 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

The associate position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following 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
• 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

Seniority level: Entry level

Industry: Banking, Financial Services, Investment Banking

Employment type: Full-time

Job functions:

• Banking
• Financial Services
• Investment Banking