Vice President, Portfolio Valuations jobs in United States
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Lincoln International · 3 hours ago

Vice President, Portfolio Valuations

Lincoln International is a trusted investment banking advisor to business owners and senior executives. They are seeking a Vice President to lead project teams providing valuation and financial advisory services, manage and train associates, and proactively engage with potential clients.

BankingFinanceFinancial Services
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Growth Opportunities
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Responsibilities

Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations
Providing quality control oversight to engagement teams
Managing, training and developing associates and analysts at the firm
Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies
Identifying and communicating potential engagements to management and writing business proposals and engagement letters

Qualification

Business valuationsFinancial modelingValuation methodologiesCredit markets knowledgeM&A markets knowledgeAnalytical skillsTeam managementMulti-tasking abilityClient engagementMS Office proficiencyValuationsActive CPAASACFACommunication skillsProblem-solving skills

Required

Minimum of five years' experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions
Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets
Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks
Strong verbal and written communication skills
Working knowledge of credit and M&A markets
Experience with successfully managing teams of associates and analysts
Understanding of authoritative guidance related to valuations
ASC-820 and IFRS 13, valuation industry best practices, and emerging issues
Ability to act as a primary point of contact with clients
Ability to effectively multi-task, managing multiple client engagements simultaneously
Confidently and credibly connect with potential new clients and lead client meetings
Excellence in MS Word, Excel and PowerPoint
Bachelor's or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)

Preferred

Active CPA, ASA and/or CFA 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