Time Analyst

About the Role

Lincoln International is seeking Analysts to join their rapidly growing Valuations & Opinions Group (VOG). This role provides an excellent opportunity to become an expert in portfolio valuations, with potential exposure to other valuation services. Analysts serve as the analytical and organizational anchor for the VOG and will work with sophisticated, blue-chip institutional investment firms. Responsibilities are 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
• 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, research analyst reports, and Bloomberg data
• Identifying relevant comparable public companies and M&A transactions using services like S&P Capital IQ and Bloomberg
• Constructing and reviewing valuation 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 to clients
• Performing ad-hoc research, analytics, and support for the VOG team
• Coordinating with internal administrative support teams for engagement invoices and compliance procedures

Requirements & Tech Stack

• Strong cognitive and interpersonal abilities
• Desire to develop professional and personal skills
• Excitement for exposure to a broad range of asset classes and industries
• Motivation to build a leading valuations practice
• Assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment
• Authentic individual with high integrity
• Assertive, articulate, and self-motivated
• Strong collaborator
• Driven and ambitious professional
• 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
• Proficiency at financial modeling with advanced Microsoft Excel skills
• Strong writing skills
• 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

Qualifications

• Bachelor's degree in Finance, Accounting or Economics from a top-tier institution
• Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
• Must have graduated by or before June 2027
• Understanding of integrated cash flow modeling is strongly preferred
• 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

Hybrid work structure with emphasis on in-office collaboration (Monday-Thursday in office, option for remote or in-office on Fridays).

Role expected to start on July 19th, 2027.

Salary range: $95,000 annually (applicable for Illinois, New York, and California).

Eligible for bonus pay.

Comprehensive benefits package offered.