Experienced Analyst, Portfolio Valuations
Lincoln International, New York, NY, United States
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 1,400 professionals in 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. Connect with us to learn more at www.lincolninternational.com.
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.
Lincoln International follows a hybrid work structure with an emphasis on in‑office collaboration.
Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.
Duties & Responsibilities
Supporting our portfolio valuation team, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair‑value reporting of the funds’ assets to investors
Performing financial statement analysis and other quantitative and qualitative assessments
Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors
Identifying relevant comparable public companies and M&A transactions, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models
Researching and providing information on: General economic conditions
Industry‑specific conditions and trends
Acquisitions and divestitures within specific industries
Various investment attributes of publicly traded and privately held securities
Participating in due diligence meetings, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Lincoln International
Designing and drafting client deliverables
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
Performing other ad‑hoc research, analytics, and support for the VOG team as required
Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end‑of‑engagement closeout procedures
Qualifications Professional and Cultural Characteristics:
Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
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 achieving personal and team goals
Ability to demonstrate good judgment and handle highly confidential information in a professional manner
Additional Qualifications:
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
Bachelor’s degree in Finance, Accounting or Economics from top tier institution; Master’s degree is preferred but not required
Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
Proficiency at financial modeling with advanced Microsoft Excel skills
Understanding of integrated cash flow modeling is preferred
One year of professional experience in valuations, corporate finance, accounting, or related
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
Active CPA and/or minimum of CFA Level I is 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 $95,000 to $105,000 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 Illinois, New York or California.
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.
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.
Click here to view Lincoln International's Candidate Privacy Notices.
#J-18808-Ljbffr
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.
Lincoln International follows a hybrid work structure with an emphasis on in‑office collaboration.
Our employees work in our offices Monday through Thursday each week, with the option to work remotely or from the office on Fridays.
Duties & Responsibilities
Supporting our portfolio valuation team, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair‑value reporting of the funds’ assets to investors
Performing financial statement analysis and other quantitative and qualitative assessments
Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed
Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors
Identifying relevant comparable public companies and M&A transactions, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models
Researching and providing information on: General economic conditions
Industry‑specific conditions and trends
Acquisitions and divestitures within specific industries
Various investment attributes of publicly traded and privately held securities
Participating in due diligence meetings, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Lincoln International
Designing and drafting client deliverables
Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
Performing other ad‑hoc research, analytics, and support for the VOG team as required
Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end‑of‑engagement closeout procedures
Qualifications Professional and Cultural Characteristics:
Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
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 achieving personal and team goals
Ability to demonstrate good judgment and handle highly confidential information in a professional manner
Additional Qualifications:
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations
Bachelor’s degree in Finance, Accounting or Economics from top tier institution; Master’s degree is preferred but not required
Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
Proficiency at financial modeling with advanced Microsoft Excel skills
Understanding of integrated cash flow modeling is preferred
One year of professional experience in valuations, corporate finance, accounting, or related
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
Active CPA and/or minimum of CFA Level I is 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 $95,000 to $105,000 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 Illinois, New York or California.
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.
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.
Click here to view Lincoln International's Candidate Privacy Notices.
#J-18808-Ljbffr