Time Analyst

About the Role

Lincoln International is seeking Analysts to join its rapidly growing Valuations & Opinions Group (VOG). Successful candidates possess strong cognitive and interpersonal abilities, a desire to develop professional and personal skills, and are excited to gain exposure to a broad range of asset classes and industries. This position offers an excellent opportunity to become an expert in portfolio valuations, with occasional work on other valuation services. Analysts serve as the analytical and organizational anchor for the VOG and will have the opportunity to work with sophisticated, blue-chip institutional investment firms. Responsibilities are often entrepreneurial, providing opportunities to contribute to a dynamic and growing platform. Successful Analysts are assertive, motivated self-starters with the potential to succeed in a fast-paced, entrepreneurial environment.

• This role is expected to start on July 19th, 2027.
• Salary range: $95,000 annually (for roles performed in Illinois, New York, and California).
• Eligible for bonus pay.
• Offers a comprehensive package of benefits.
• Work structure: Hybrid, with emphasis on in-office collaboration (Monday-Thursday in office, option for remote or in-office on Fridays).

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 companies’ 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 across various industries.
• Identifying relevant comparable public companies and M&A transactions using services like S&P Capital IQ and Bloomberg.
• Constructing and reviewing valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow (DCF) analyses, using proprietary models.
• Researching and providing information on:
• General economic conditions.
• Industry-specific conditions and trends.
• Acquisitions and divestitures within specific industries.
• 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.
• Designing and drafting client deliverables.
• Assisting in the preparation of fee proposals, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
• Performing other ad-hoc research, analytics, and support for the VOG team.
• Coordinating with internal administrative support teams for engagement invoices and close-out procedures.

Requirements & Tech Stack

• Proficiency at financial modeling.
• Advanced Microsoft Excel skills.
• Understanding of integrated cash flow modeling is strongly preferred.
• Strong writing skills.
• Experience with PowerPoint and Microsoft Word.
• Effective organizational skills.
• Aptitude to manage people and work products.
• Strong communication skills.
• Experience interacting with teammates and clients.
• S&P Capital IQ
• Bloomberg
• Microsoft Excel, PowerPoint, Word

Qualifications

• Authentic individual with high integrity, 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 personal and team goals.
• Ability to demonstrate good judgment and handle highly confidential information professionally.
• 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, caveats, and limitations.
• Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution.
• Master’s degree is preferred but not required.
• Strong academic record of 3.5 GPA or above (undergraduate and graduate).
• Must have graduated by or before June 2027.
• One year of professional experience in valuations, corporate finance, accounting, or related is preferred.
• Active CPA and/or minimum of CFA Level I is preferred, but not required.