Experienced Associate – Portfolio Valuations
| Company | Lincoln International |
|---|---|
| Location | San Francisco, CA, USA, Los Angeles, CA, USA, Dallas, TX, USA, Chicago, IL, USA, Atlanta, GA, USA |
| Salary | $150000 – $200000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level |
Requirements
- Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
- 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
- Three to five years of professional experience in valuations
- Bachelor’s degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
Responsibilities
- Preparing, completing, and reviewing financial models and sophisticated valuation analyses
- Writing and reviewing valuation reports and presentations
- Coordinating recurring valuation projects with team members including providing oversight to analysts
- Interacting with clients and preparing deliverables
- Maintaining proprietary valuation databases
- Tracking the capital markets and analyzing any changes within the markets
- Preparing marketing materials for meetings with potential clients
- Supporting the senior members of the Valuations & Opinions Group
Preferred Qualifications
- Active CPA and/or minimum of CFA Level I is preferred, but not required