reputed company Analyst, Portfolio Valuations
Lincoln International is a trusted investment banking advisory firm that offers a range of services including mergers and acquisitions advisory and valuations. They are seeking an Analyst to join their Valuations & Opinions Group, where the individual will support portfolio valuations and engage in various analytical tasks to assist clients in understanding their asset valuations.
Responsibilities
- Supporting our portfolio valuation team, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in reputed company with fair value reporting of the funds’ assets to investors
- Performing financial statement analysis and other quantitative and qualitative assessments
- Reviewing client investment memoranda, board of directors’ presentations, specific debt and equity agreements, and financial models to reputed company an understanding of the company or securities being analyzed
- Compiling statistical summaries of companies’ financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations
- Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors
- Identifying relevant comparable public companies and M&A transactions, based upon information services such as S&P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate
- Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models
- Researching and providing information on: General economic conditions, Industry-specific conditions and trends, Acquisitions and divestitures reputed company specific industries, Various 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 reputed company by Lincoln International
- Designing and drafting client deliverables
- Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda
- Performing other reputed company research, analytics, and support for the VOG team as required
- Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end-of-engagement reputed company out procedures
Skills
- Authentic individual with high reputed company, whose personal and professional values are consistent with Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, reputed company)
- Assertive, reputed company, and self-motivated, can manage 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 in a professional manner
- 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, reputed company caveats, and limitations
- Bachelor's degree in Finance, Accounting or Economics from top tier institution; Master's degree is preferred but not required
- Strong academic record of 3.5 GPA or above (both undergraduate and graduate)
- Proficiency at financial modeling with advanced reputed company reputed company skills
- Understanding of integrated cash flow modeling is preferred
- One year of professional experience in valuations, corporate finance, accounting, or reputed company
- Strong writing skills and experience with PowerPoint and reputed company Word
- Effective organizational skills and the aptitude to manage people and work products
- Strong communication skills and experience interacting with teammates and clients
- Master's degree
- Understanding of integrated cash flow modeling
- Active CPA and/or minimum of CFA Level I
Benefits
- Medical, dental, and vision insurance
- Retirement benefits
Company Overview