Experienced Associate, Transaction Opinions & Board Advisory
Lincoln International, San Francisco, CA, United States
Equal Employment Opportunity
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.
Work Arrangement Lincoln International follows a hybrid work structure with an emphasis on in‑office collaboration. Employees work in‑office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.
Responsibilities The Transaction Opinions Associate role provides an excellent opportunity to gain transactional experience and build on your existing technical finance skills through a mix of engagements for public and private companies and leading private‑equity firms in connection with M&A, restructuring, recapitalization, and spin‑off transactions as well as board or special‑committee advisory situations where we deliver fairness and solvency opinions or valuations. The role requires self‑motivated individuals with strong technical and interpersonal abilities. Associates are critical deal‑team members and hold primary responsibility for execution‑related workstreams, including information review, construction of complex financial models, drafting and review of board‑level presentations, and primary review of analyst workstreams.
Key Responsibilities
Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash‑flow analyses, market‑based comparable company and precedent transaction analyses, and three‑statement modeling
Having primary ownership for the development and review of board‑level presentations and reports
Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts
Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in‑process valuations and analyses
Coordinating with clients and, at times, leading diligence efforts or information gathering processes
Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team
Qualifications
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Advanced financial modeling and 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 the financial services industry, such as investment banking or valuations is strongly preferred
Bachelor's degree in Finance, Accounting or Economics from a top‑tier institution; strong academic record (both undergraduate and graduate)
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.
Salary 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. This range is only applicable for jobs to be performed in Illinois, New York or California.
Benefits We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees.
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Work Arrangement Lincoln International follows a hybrid work structure with an emphasis on in‑office collaboration. Employees work in‑office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.
Responsibilities The Transaction Opinions Associate role provides an excellent opportunity to gain transactional experience and build on your existing technical finance skills through a mix of engagements for public and private companies and leading private‑equity firms in connection with M&A, restructuring, recapitalization, and spin‑off transactions as well as board or special‑committee advisory situations where we deliver fairness and solvency opinions or valuations. The role requires self‑motivated individuals with strong technical and interpersonal abilities. Associates are critical deal‑team members and hold primary responsibility for execution‑related workstreams, including information review, construction of complex financial models, drafting and review of board‑level presentations, and primary review of analyst workstreams.
Key Responsibilities
Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash‑flow analyses, market‑based comparable company and precedent transaction analyses, and three‑statement modeling
Having primary ownership for the development and review of board‑level presentations and reports
Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts
Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in‑process valuations and analyses
Coordinating with clients and, at times, leading diligence efforts or information gathering processes
Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team
Qualifications
Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Advanced financial modeling and 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 the financial services industry, such as investment banking or valuations is strongly preferred
Bachelor's degree in Finance, Accounting or Economics from a top‑tier institution; strong academic record (both undergraduate and graduate)
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.
Salary 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. This range is only applicable for jobs to be performed in Illinois, New York or California.
Benefits We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement benefits to eligible employees.
#J-18808-Ljbffr