Experienced Analyst, Transaction Opinions & Board Advisory

Lincoln International is a trusted investment banking advisor to business owners and senior executives, offering a range of services including mergers and acquisitions advisory. The Experienced Analyst role in the Transaction Opinions & Board Advisory team focuses on providing analytical support for fairness and solvency opinions, financial modeling, and client deliverables in a dynamic and entrepreneurial environment.

Responsibilities

• Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions
• Analyzing, reviewing, and navigating SEC filings (8-K, 10-Q, 10-K, etc.), 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
• 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
• Assisting with the preparation of client deliverables and client discussion materials
• 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
• Maintaining proprietary valuation databases
• Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team

Skills

• 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
• Excellent foundation of corporate finance 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)
• 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
• One year of professional services experience in the financial services industry, such as investment banking, valuations, or accounting is strongly preferred

Benefits

• Medical, dental, and vision insurance
• Retirement benefits
• Discretionary bonus pay

Company Overview