Lincoln Financial · 3 hours ago
Senior Valuation Associate
Radnor, PA
Full-time
Hybrid
Mid, Senior Level
$109K/yr - $196K/yr
5+ years expLincoln Financial is a company that helps people confidently plan for their financial futures. They are seeking a Senior Valuation Associate to lead the fair value oversight process for Level 3 investments, manage relationships with various stakeholders, and conduct advanced valuation analyses.
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Responsibilities
Own and lead the valuation model oversight process for private credit and royalty assets, among other private asset classes
Conduct advanced valuation analyses including DCF, credit yield, market approaches, and optionality frameworks (e.g., OPM, PWERM)
Perform independent price validation and challenge assumptions provided by sub-advisers
Prepare and present materials to the Valuation Committee
Manage relationships with sub-advisers and external valuation firms; review and challenge their analyses
Serve as the primary point of contact for auditors during valuation testing
Oversee and improve valuation models, templates, and documentation standards
Mentor junior staff and support team development
Interpret credit agreements, royalty contracts, waterfalls, and performance analytics to support valuation conclusions
Identify and implement process improvements for the valuation cycle
Qualification
Required
5–7 years of valuation experience (i.e. fund valuation, valuation consulting, Big 4 valuation practice, private credit, PE, or similar)
Experience with various valuation models including but not limited to income-based approach (DCF, yield analysis), market-based approach (comps, transactions), option-pricing and waterfall models for structured credit and royalty valuation methods
Expertise in ASC 820 fair value and investment company reporting
Strong track record interacting with auditors and valuation specialists
Understanding of private credit or intellectual‑property‑based cash‑flow valuation/royalty valuation
High proficiency in Excel and complex financial modeling
Strong writing and ability to produce executive ready valuation memos
Preferred
Prior experience leading or managing valuation processes
Professional credentials: CFA, ASA, CPA (or progress toward them)
Familiarity with structured credit, optionality modeling, and probabilistic cash flow frameworks
Benefits
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Company
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$825MKey Investors
Bain Capital
2025-04-09Post Ipo Equity· $825M
1985-04-26IPO
Leadership Team
Ellen Cooper
Chairman, President and Chief Executive Officer
Christopher Neczypor
Chief Financial Officer
Recent News
GlobalFinTechSeries
2025-12-05
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