Experienced Associate, Portfolio Valuations jobs in United States
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Lincoln International · 15 hours ago

Experienced Associate, Portfolio Valuations

Lincoln International is a trusted investment banking advisory firm serving private equity firms and companies globally. The Associate position involves preparing financial models and valuation analyses, interacting with clients, and supporting senior members in the Valuations & Opinions Group.

BankingFinanceFinancial Services
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Growth Opportunities
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Responsibilities

Preparing, completing, and reviewing financial models and sophisticated valuation analyses
Writing and reviewing valuation reports and presentations
Coordinating recurring valuation projects with team members including providing oversight to analysts
Interacting with clients and preparing deliverables
Maintaining proprietary valuation databases
Tracking the capital markets and analyzing any changes within the markets
Preparing marketing materials for meetings with potential clients
Supporting the senior members of the Valuations & Opinions Group

Qualification

Financial modelingValuation methodologiesMicrosoft ExcelCFA Level IBachelor's degreeWriting skillsCommunication skillsOrganizational skills

Required

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
Proficiency at financial modeling with advanced 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 valuations
Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)

Preferred

Active CPA and/or minimum of CFA Level I is preferred, but not required

Benefits

Medical, dental, and vision insurance
Retirement benefits

Company

Lincoln International

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Lincoln International specializes in mergers and acquisitions, capital markets, valuations, fairness opinions, and jv advisory services.

Funding

Current Stage
Late Stage

Leadership Team

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Eric Malchow
CEO Of North America
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Adam Hunia
Managing Director
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Company data provided by crunchbase