Experienced Analyst, Portfolio Valuations

Lincoln International is a trusted investment banking advisory firm that offers a range of services including mergers and acquisitions advisory and valuations. They are seeking an Analyst to join their Valuations & Opinions Group, where the individual will support portfolio valuations and engage in various analytical tasks to assist clients in understanding their asset valuations.ResponsibilitiesSupporting 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 investorsPerforming financial statement analysis and other quantitative and qualitative assessmentsReviewing 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 analyzedCompiling 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 presentationsReviewing 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 sectorsIdentifying 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 appropriateConstructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary modelsResearching 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 securitiesParticipating in due diligence meetings, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Lincoln InternationalDesigning and drafting client deliverablesAssisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memorandaPerforming other ad-hoc research, analytics, and support for the VOG team as requiredCoordinating with internal administrative support teams to prepare engagement invoices and other compliance/end-of-engagement close out proceduresSkillsAuthentic 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 environmentStrong collaborator who enjoys working in an entrepreneurial environmentDriven and ambitious professional who gains satisfaction from achieving personal and team goalsAbility to demonstrate good judgment and handle highly confidential information in a professional mannerExcellent 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 limitationsBachelor's degree in Finance, Accounting or Economics from top tier institution; Master's degree is preferred but not requiredStrong academic record of 3.5 GPA or above (both undergraduate and graduate)Proficiency at financial modeling with advanced Microsoft Excel skillsUnderstanding of integrated cash flow modeling is preferredOne year of professional experience in valuations, corporate finance, accounting, or relatedStrong writing skills and experience with PowerPoint and Microsoft WordEffective organizational skills and the aptitude to manage people and work productsStrong communication skills and experience interacting with teammates and clientsMaster's degreeUnderstanding of integrated cash flow modelingActive CPA and/or minimum of CFA Level IBenefitsMedical, dental, and vision insuranceRetirement benefitsCompany OverviewLincoln International specializes in mergers and acquisitions, capital markets, valuations, fairness opinions, and jv advisory services. It was founded in 1996, and is headquartered in Chicago, Illinois, USA, with a workforce of 501-1000 employees. Its website is http://www.lincolninternational.com.



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