Experienced Analyst, Portfolio Valuations

Full Time
Chicago, IL, USA
5 months ago

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 1,000 professionals across 15 countries, we offer an unmatched perspective on the global private capital markets, backed by superb execution and a deep commitment to client success. With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades. Learn more at www.lincolninternational.com.

At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people. We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives. We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment. We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration. Our employees work in our Chicago office Monday through Thursday each week, with the option to work remotely or from the office on Fridays. Our office is located at 110 N Wacker Drive, just blocks from Union Station & Ogilvie Transportation Center. Duties & Responsibilities:

Lincoln International is seeking Analysts to join our rapidly growing Valuations & Opinions Group (VOG).  Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, are excited to gain exposure to a broad range of asset classes and industries, and are motivated by the prospect of building a leading valuations practice.

The Analyst position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in portfolio valuations, though Analysts may occasionally be required or volunteer to work on valuation engagements for other valuation services. The Analyst serves as the analytical and organizational anchor for the Valuations & Opinions Group and would have the opportunity to work with clients including many of the most sophisticated, blue chip institutional investment firms in the industry. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Analysts are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

We envision the Valuations and Opinions Analyst will be initially tasked with the following:

  • 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
Qualifications

The Analyst position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:

  • 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

Additional Qualifications:

  • 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)
  • Proficiency at financial modeling with advanced Microsoft Excel skills
    • Understanding of integrated cash flow modeling is preferred
  • One year of professional experience in valuations, corporate finance, accounting, or related
  • 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
  • Active CPA and/or minimum of CFA Level I is preferred, but not required

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

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