Lincoln International · 3 days ago

Experienced Analyst, Portfolio Valuations

San Francisco, CA

Full-time

Hybrid

Entry Level

$75K/yr - $95K/yr

1+ years exp

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BankingFinance

Growth Opportunities

Insider Connection @Lincoln International

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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 close out procedures

Qualification

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ValuationsCorporate FinanceAccountingFinancial ModelingMicrosoft ExcelPowerPointMicrosoft WordTeam ManagementProblem-SolvingHard WorkingOrganizationalCommunicationCPACFA Level IIntegrated Cash Flow Modeling