Vice President, Transaction Opinions

3 weeks ago


San Francisco, United States Lincoln International AG Full time

Lincoln International follows a hybrid work structure with an emphasis on in-office collaboration.

Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities:

Lincoln International is seeking a Vice President to join our rapidly growing Valuations & Opinions Group (VOG) in our Chicago, Atlanta, or Dallas offices. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, and are motivated by the prospect of building a leading transaction opinions practice.

Key Responsibilities:

  • Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for fairness and solvency opinions.
  • Providing quality control oversight to engagement teams.
  • Managing, training, and developing associates and analysts at the firm.
  • Proactively calling on potential new clients including transactional lawyers, alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners, and publicly traded companies.
  • Identifying and communicating potential engagements to management and writing business proposals and engagement letters.

Qualifications:

  • Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness/solvency opinions.
  • Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses.
  • Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products, and intangible assets.
  • Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks.
  • Strong verbal and written communication skills.
  • Working knowledge of credit and M&A markets.
  • Experience with successfully managing teams of associates and analysts.
  • Understanding of authoritative guidance related to valuations.
  • Ability to act as a primary point of contact with clients.
  • Ability to effectively multi-task, managing multiple client engagements simultaneously.
  • Confidently and credibly connect with potential new clients and lead client meetings.
  • Excellence in MS Word, Excel, and PowerPoint.
  • Bachelor’s or Master's degree in Finance, Accounting, or Economics or MBA; strong academic record (both undergraduate and graduate).
  • Active CPA, ASA, and/or CFA preferred but not required.

Additional Information:

Lincoln International is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

The salary range for this role is $175,000 to $200,000 on an annual basis. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City and the state of California. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.

This job is also eligible for bonus pay.

We offer a comprehensive package of benefits to eligible employees.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

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