Experienced Analyst, Transaction Opinions
2 weeks ago
Experienced Analyst, Transaction Opinions & Board Advisory Join Lincoln International as an Experienced Analyst in the Transaction Opinions and Board Advisory team within our Valuations & Opinions Group. This role offers the opportunity to build a leading transaction opinions practice in a fast‑paced, growth environment. Hybrid Work Structure Employees work in‑office Monday through Thursday, with the option to work remotely or from the office on Fridays. Roles & Responsibilities Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions. Analyzing SEC filings (8‑K, 10‑Q, 10‑K, etc.), investor presentations, equity research reports, and other resources to calculate trading and/or transaction multiples and support market‑based valuation models. Researching market and transactional data and trends to assist the team with synthesizing market insights and developing client pitches, white papers, or market perspectives pieces. Assisting with the preparation of client deliverables and discussion materials. Working closely with deal teams, senior officers, and clients to ensure work streams align with project plans and 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. Qualifications Authentic individual with high integrity whose personal and professional values align with Lincoln’s Culture Statement. Assertive, articulate, self‑motivated, and able to manage multiple tasks and competing deadlines in a fast‑paced environment. Strong collaborator who enjoys working in an entrepreneurial environment. Driven and ambitious, aiming to achieve personal and team goals. Demonstrates good judgment and handles confidential information professionally. Excellent foundation in corporate finance, strong understanding of financial statements and valuation methodologies (DCF, comparable company analysis). Bachelor’s degree in Finance, Accounting, or Economics from a top‑tier institution with a strong academic record. Proficiency in financial modeling and advanced Microsoft Excel skills. Strong writing skills and proficiency with PowerPoint and Microsoft Word. Effective organizational skills and ability to manage people and deliverables. Strong communication skills and experience interacting with teammates and clients. One year of professional services experience in investment banking, valuations, or accounting is strongly preferred. Additional Information Lincoln International is not currently hiring individuals who require sponsorship for employment visa status. The salary range for this role is $95,000 to $105,000 per year for positions in Illinois, New York, or California. This job may also be eligible for discretionary bonus pay. Employees receive a comprehensive benefits package including medical, dental, vision, and retirement benefits. EEO Statement Lincoln International is a committed equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. #J-18808-Ljbffr
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Hybrid Analyst, Transaction Opinions
2 weeks ago
Dallas, United States Lincoln International Full timeA leading financial advisory firm in Dallas is looking for an Experienced Analyst in Transaction Opinions & Board Advisory. The ideal candidate will prepare financial models, analyze SEC filings, and assist in client deliverables. Strong financial modeling skills are crucial, along with a bachelor's degree in Finance, Accounting, or Economics. The role...
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Dallas, TX, United States Kroll Full timeJob Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable. Day-to-day responsibilities: ...
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Analyst, Transaction Advisory Services
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Dallas, TX, United States Kroll Full timeJob Description Our Transaction Advisory Services practice provides seamless analytical advisory through the deal continuum, from transaction origination to closing. Our Analysts receive world-class training, outstanding benefits, strong career progression, competitive salaries and relocation assistance when applicable. Day-to-day responsibilities: ...
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Dallas, United States Goldman Sachs Full timeJob DescriptionTRANSACTION BANKING (TxB) We aim to build a modern and digital-first transaction banking solution to serve our clients. Our business combines the strength, heritage, and expertise of a 150-year-old firm with the agility and entrepreneurial spirit of a tech start-up. Our goal is to provide a best-in-class digital product that helps clients to...
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