Experienced Portfolio Analyst

2 weeks ago

Chicago, Illinois, United States Lincoln International Full time
About the Role

We are seeking a highly skilled and motivated Analyst to join our Valuations & Opinions Group (VOG) at Lincoln International. As a key member of our team, you will be responsible for supporting our portfolio valuation team, performing financial statement analysis, and developing an understanding of companies and securities being analyzed.

Key Responsibilities
  • Support the portfolio valuation team in providing valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies.
  • Perform financial statement analysis and other quantitative and qualitative assessments to develop an understanding of companies and securities.
  • Review client investment memoranda, board of directors' presentations, and financial models to develop an understanding of the company or securities being analyzed.
  • Compile statistical summaries of companies' financial information, develop and compute financial ratios, and present the analyses in an organized manner.
  • Review and compile published financial information, such as public company filings, press releases, and reports from published research analysts.
  • Identify relevant comparable public companies and M&A transactions, based on information services such as S&P Capital IQ and Bloomberg.
  • Construct and review valuation and other financial analyses, including guideline public companies, guideline precedent transactions, and discounted cash flow analyses.
  • Research and provide information on general economic conditions, industry-specific conditions and trends, acquisitions and divestitures, and various investment attributes of publicly traded and privately held securities.
  • Participate in due diligence meetings, communicate with clients, and respond to auditor questions regarding valuation analyses prepared by Lincoln International.
  • Design and draft client deliverables, including valuation reports and other financial analyses.
  • Assist in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda.
Requirements
  • Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies.
  • Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations.
  • Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution; Master's degree is preferred but not required.
  • Proficiency in financial modeling with advanced Microsoft Excel skills.
  • One year of professional experience in valuations, corporate finance, accounting, or related fields.
  • 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.
About Lincoln International

Lincoln International is a leading global investment banking advisory firm that provides a range of services to clients across the globe. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients. We are committed to creating a diverse and inclusive work environment that fosters innovation and creativity.

What We Offer
  • A comprehensive package of benefits to eligible employees.
  • A dynamic and entrepreneurial work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and bonus structure.

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