Experienced Analyst, Transaction Opinions & Board Advisory

Duties & Responsibilities: 

Lincoln International is seeking an Analyst to join our rapidly growing Transaction Opinions & Board Advisory team within our broader Valuations & Opinions Group (VOG). Successful candidates will have strong technical and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading transaction opinions practice in a fast-paced, growth environment.

The Transaction Opinions & Board Advisory Analyst role provides an excellent opportunity to gain transactional experience as well as build a corporate finance toolkit through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or corporate finance advice. The Transaction Opinions & Board Advisory Analyst serves as one of the analytical and organizational anchors for our deal teams. 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. The successful Analyst will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

We envision the Transaction Opinions & Board Advisory Analyst will be initially tasked with the following:

• Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses
• Analyzing, reviewing, and navigating annual filings, financial statements, investor presentations, equity research reports, and other information resources to calculate trading and/or transaction multiples and support the preparation of market-based valuation models
• Assisting with the preparation of client deliverables and client discussion materials, as well as active involvement in client interaction
• 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
• Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team
• 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

Qualifications:

The Transaction Opinions & Board Advisory 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 competing 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 foundation of corporate finance and valuation knowledge with advanced understanding of financial statements and various valuation methodologies (DCF, comparable company analysis, etc.)
• Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate); Master’s degree is preferred but not required
• Minimum one year of professional services experience in the financial services industry, such as investment banking, valuations, or accounting
• 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

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

This job may also be eligible for discretionary bonus pay.** We offer a comprehensive package of benefits including medical, dental and vision insurance, and retirement benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

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