Lincoln International · 3 days ago

Experienced Analyst, Transaction Opinions

Dallas, TX

Full-time

Hybrid

Entry, Mid Level

$75K/yr - $95K/yr

1+ years exp

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BankingFinance

Growth Opportunities

Insider Connection @Lincoln International

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Preparing and completing financial models and sophisticated valuation analyses, such as comparable public companies, precedent M&A transactions, or discounted cash flow analyses

Analyzing, reviewing, and navigating SEC filings (8-K, 10-Q, 10-K, etc.), investor presentations, equity research reports, and other information resources to calculate trading and/or transaction multiples

Researching market and transactional data and trends to assist the team with synthesizing market insights and in support of engagements, client pitches white papers, or market perspectives pieces to be published by the firm

Assisting with the preparation of client deliverables and client discussion materials

Working closely with Lincoln deal teams, consisting of senior officers, and clients to ensure that work streams remain aligned to project plan or transaction timelines

Maintaining proprietary valuation databases

Preparing marketing materials for meetings with potential or existing clients

Qualification

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Financial ModelingMicrosoft ExcelPowerPointMicrosoft WordInvestment BankingValuationsAccountingProblem-SolvingCommunicationOrganizationalTeamwork

Required

Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)

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

One year of professional services experience in the financial services industry, such as investment banking, valuations, or accounting is strongly preferred