Time Analyst

About the Role

Lincoln International is seeking Analysts to join its rapidly growing Valuations & Opinions Group (VOG). This position offers an excellent opportunity to become an expert in portfolio valuations, with potential exposure to other valuation services. Analysts will serve as the analytical and organizational anchor for the group, working with sophisticated institutional investment firms. The role is entrepreneurial, offering opportunities to contribute to a dynamic and growing platform.

Key Responsibilities

• Supporting the Portfolio Valuation team, Asset-backed Finance, or Transaction Opinions & Board Advisory team.
• Performing financial statement analysis and other quantitative and qualitative assessments.
• Reviewing client investment memoranda, board of directors’ presentations, debt and equity agreements, and financial models to understand companies or securities.
• Compiling statistical summaries of financial information, developing and computing financial ratios, and presenting analyses.
• Reviewing and compiling published financial information, including public company filings, press releases, analyst reports, and Bloomberg data.
• Identifying relevant comparable public companies and M&A transactions using services like S&P Capital IQ and Bloomberg, along with knowledge of Standard Industrial Classification.
• Constructing and reviewing valuation and financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow (DCF) analyses, using Lincoln International proprietary models.
• Researching and providing information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures, and investment attributes of securities.
• Participating in due diligence meetings, communicating with clients, and responding to auditor questions.
• Designing and drafting client deliverables.
• Assisting in the preparation of fee proposals, including scoping discussions and pitch materials.
• Performing ad-hoc research, analytics, and support for the VOG team.
• Coordinating with internal administrative teams for invoice preparation and end-of-engagement procedures.

Requirements & Tech Stack

• Proficiency in financial modeling with advanced Microsoft Excel skills.
• Understanding of integrated cash flow modeling is strongly preferred.
• 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.
• Familiarity with S&P Capital IQ and Bloomberg is beneficial.

Qualifications

• Professional and Cultural Characteristics:
• High integrity with values consistent with Lincoln’s Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity).
• Assertive, articulate, and self-motivated; capable of managing 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 goals.
• Ability to demonstrate good judgment and handle highly confidential information professionally.
• Additional Qualifications:
• Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (e.g., DCF, LBO, comparable company analysis).
• Excellent understanding of financial statement analysis, including ability to work through key assumptions and limitations.
• Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution.
• Strong academic record with a 3.5 GPA or above.
• Must have graduated by or before June 2027.
• One year of professional experience in valuations, corporate finance, accounting, or related fields is preferred.
• Active CPA and/or minimum of CFA Level I is preferred, but not required.