2026 Full-time Analyst, Valuations & Opinions Group jobs in United States
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Lincoln International · 23 hours ago

2026 Full-time Analyst, Valuations & Opinions Group

Lincoln International is a trusted investment banking advisor, providing services in mergers and acquisitions, capital markets, and valuations. They are seeking an Analyst to join their Valuations & Opinions Group, where the role involves supporting portfolio valuation teams and conducting financial analysis across various asset classes and industries.

BankingFinanceFinancial Services
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Growth Opportunities
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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

Financial modelingValuation methodologiesFinancial statement analysisMicrosoft ExcelCFA Level ICommunication skillsOrganizational skillsWriting skillsCollaborationIntegrity

Required

Authentic 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 environment
Strong collaborator who enjoys working in an entrepreneurial environment
Driven and ambitious professional who gains satisfaction from achieving personal and team goals
Ability to demonstrate good judgment and handle highly confidential information in a professional manner
Excellent 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 limitations
Bachelor's degree in Finance, Accounting or Economics from top tier institution; Master's degree is preferred but not required
Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
Must have graduated by or before June 2026
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

Preferred

Understanding of integrated cash flow modeling is strongly preferred
One year of professional experience in valuations, corporate finance, accounting, or related is preferred
Active CPA and/or minimum of CFA Level I is preferred, but not required

Benefits

This job is also eligible for bonus pay.
We offer a comprehensive package of benefits to eligible employees.

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