Apply on Employer Site

Lincoln International · 1 day ago

Experienced Associate, Transaction Opinions & Board Advisory

New York, NY

Full-time

Hybrid

Mid Level

$150K/yr - $200K/yr

3+ years exp

Lincoln International is a trusted investment banking advisor to business owners and senior executives. They are seeking an Associate to join their Transaction Opinions & Board Advisory team, responsible for financial modeling, valuation analyses, and client engagement.

BankingFinanceFinancial Services

Growth Opportunities

No H1B

Responsibilities

Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling

Having primary ownership for the development and review of board-level presentations and reports

Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts

Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses

Coordinating with clients and, at times, leading diligence efforts or information gathering processes

Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team

Qualification

Financial modelingValuation methodologiesAnalytic foundationMicrosoft ExcelPowerPointCommunication skillsClient interactionManagement aptitudeCFA Level ICPAOrganizational skillsWriting skillsTeamwork

Required

Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)

Advanced financial modeling and 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 the financial services industry, such as investment banking or valuations is strongly preferred

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