Experienced Analyst, Portfolio Valuations

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 services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched 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. Learn more at

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value 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. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

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 you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Background and Company Description:

 Lincoln Partners Advisors is a subsidiary of Lincoln International, a globally renowned investment bank which serves the leading private equity firms and public and privately held companies around the world. Besides mergers and acquisitions, capital advisory (including debt advisory, growth capital and minority equity and special situations & restructuring services) and private funds advisory, our client also provides valuations, fairness opinions and joint ventures advisory services.

Duties & Responsibilities:

Lincoln International is seeking Analysts to be an integral part of our rapidly growing Valuations practice. We are looking for candidates with strong cognitive and interpersonal abilities who are motivated to work in a world leading valuations practice on an investment banking platform.

An Analyst position with Lincoln International provides an excellent opportunity for highly motivated individuals to accelerate their professional and personal development, and to become an expert in valuations. The Analyst shall serve as the analytical and organizational anchor for the practice. Responsibilities are likely to be more entrepreneurial than at other firms, providing driven individuals with many opportunities to contribute to a dynamic and growing platform. Successful Analysts are assertive, motivated self-starters with a strong interest in finance and the global capital markets, and desire and potential to succeed in a fast-paced, entrepreneurial environment.

We envision that the Valuations Analyst will be initially tasked with the following: 

 
•Preparing, completing, and ensuring the accuracy of financial models and sophisticated valuation analyses

• Writing valuation reports and presentations
• Coordinating recurring valuation projects with team members across multiple geographies

• 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 practice

Qualifications:

The Analyst position 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:  

Professional and Cultural Characteristics:

• Authentic individual with high integrity and a passion for excellence

• Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast paced environment

• Strong collaborator who enjoys working in an entrepreneurial environment

• Driven and ambitious professional who gains satisfaction from making an impact and achieving personal and team goals

• Ability to demonstrate good judgment and handle highly confidential information in a professional manner

Additional Qualifications:

• Excellent analytical foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)

• Bachelor's/ Master's degree in finance, Accounting or Economics from top tier institution

• Strong academic record

• 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

• One year of professional experience in valuations, corporate finance, fixed income or accounting is strongly preferred

• CFA Level I is preferred, but not required

Why join Lincoln International?

• Top-of-the-line training in valuation methodologies

• Exposure to various forms of debt and equity funding and understanding of different kinds of financial instruments

• Exposure to and close interaction with some of the world's largest private equity funds and global asset managers

• Deep understanding of global capital markets as well as the alternative assets space

• Chance to work with and learn from some of the best valuation professionals and investment managers in the world

• Attractive compensation

• Excellent work culture

• Chance to visit the US/ UK for training/ relationship building meetings

• Top performers may get a chance to be relocated to the US/ UK  

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