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Lincoln International

Experienced Associate, Portfolio Valuations

full-time•Dallas, San Francisco, Atlanta, Chicago•$150k - $200k

Summary

Location

Dallas, San Francisco, Atlanta, Chicago

Salary

$150k - $200k

Type

full-time

Experience

2-5 years

Company links

WebsiteLinkedInLinkedIn

About this role

<div class="content-intro"><p>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 1,200 professionals across 16 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 <a href="http://www.lincolninternational.com/">www.lincolninternational.com</a>.</p> <p>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.</p> <p>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 <a href="https://www.lincolninternational.com/careers-and-culture/diversity-inclusion/">commitment to diversity</a> and <a href="https://www.lincolninternational.com/careers-and-culture/esg/">Environmental, Social &amp; Governance (ESG) efforts</a>.</p></div><p><strong>Lincoln&nbsp;International&nbsp;follows&nbsp;a&nbsp;hybrid&nbsp;work&nbsp;structure&nbsp;with&nbsp;an&nbsp;emphasis&nbsp;on&nbsp;in&nbsp;office&nbsp;collaboration.<br><br>Our&nbsp;employees&nbsp;work&nbsp;in-office&nbsp;Monday&nbsp;through&nbsp;Thursday&nbsp;each&nbsp;week,&nbsp;with&nbsp;the&nbsp;option&nbsp;to&nbsp;work&nbsp;remotely&nbsp;or&nbsp;from&nbsp;the&nbsp;office&nbsp;on&nbsp;Fridays.</strong></p> <p><span style="text-decoration: underline;"><strong>Duties &amp; Responsibilities:</strong></span></p> <p>Lincoln International is seeking a Associates to join our rapidly growing Valuations &amp; Opinions Group.&nbsp; 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.&nbsp;</p> <p>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.<strong>&nbsp;</strong></p> <p>The Associate position within the Valuations &amp; 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.</p> <p><span style="text-decoration: underline;">Key Responsibilities:</span></p> <ul> <li>Preparing, completing, and reviewing financial models and sophisticated valuation analyses</li> <li>Writing and reviewing valuation reports and presentations</li> <li>Coordinating recurring valuation projects with team members including providing oversight to analysts</li> <li>Interacting with clients and preparing deliverables</li> <li>Maintaining proprietary valuation databases</li> <li>Tracking the capital markets and analyzing any changes within the markets</li> <li>Preparing marketing materials for meetings with potential clients</li> <li>Supporting the senior members of the Valuations &amp; Opinions Group</li> </ul> <p><span style="text-decoration: underline;"><strong>Qualifications:</strong></span></p> <p>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:</p> <ul> <li>Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)</li> <li>Proficiency at financial modeling with advanced Microsoft Excel skills</li> <li>Strong writing skills and experience with PowerPoint and Microsoft Word</li> <li>Effective organizational skills and the aptitude to manage people and work products</li> <li>Strong communication skills and experience interacting with teammates and clients</li> <li>Three to five years of professional experience in valuations</li> <li>Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)</li> <li>Active CPA and/or minimum of CFA Level I is preferred, but not required</li> </ul> <p><span style="text-decoration: underline;"><strong>Additional Information:</strong></span></p> <p>Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.</p> <p>#LI-HYBRID</p> <p>The salary range for this role is $150,000 to $200,000 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.<strong> This range is only applicable for jobs to be performed in Illinois, New York or California.</strong> 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. &nbsp;<br>&nbsp;<br>This job may also be eligible for discretionary bonus pay.**<br>&nbsp;<br>We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees. <br>&nbsp;<br>You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.</p><div class="content-conclusion"><p>Click <a href="https://www.lincolninternational.com/privacy/" target="_blank">here</a><a href="https://www.lincolninternational.com/privacy/"> </a>to view Lincoln International's Candidate Privacy Notices.</p> <p>&nbsp;</p></div>

What you'll do

  • The Associate position involves preparing and reviewing financial models and valuation analyses, writing valuation reports, and coordinating projects with team members. Associates will also interact with clients and support senior members of the Valuations & Opinions Group.

About Lincoln International

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. As one tightly integrated team of more than 1,000 professionals in more than 25 offices in 16 countries, we offer 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.

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Frequently Asked Questions

What does Lincoln International pay for a Experienced Associate, Portfolio Valuations?

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Lincoln International offers a competitive compensation package for the Experienced Associate, Portfolio Valuations role. The salary range is USD 150k - 200k per year. Apply through Clera to learn more about the full compensation details.

What does a Experienced Associate, Portfolio Valuations do at Lincoln International?

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As a Experienced Associate, Portfolio Valuations at Lincoln International, you will: the Associate position involves preparing and reviewing financial models and valuation analyses, writing valuation reports, and coordinating projects with team members. Associates will also interact with clients and support senior members of the Valuations & Opinions Group..

Is the Experienced Associate, Portfolio Valuations position at Lincoln International remote?

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The Experienced Associate, Portfolio Valuations position at Lincoln International is based in Dallas, Texas, United States and San Francisco, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Experienced Associate, Portfolio Valuations position at Lincoln International?

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You can apply for the Experienced Associate, Portfolio Valuations position at Lincoln Internationaldirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.
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