Associate, Business Services M&A (Asset & Wealth Management)

Aplaro Ltd; New York; Hybrid; GBP 131,687 - 169,312; Full time

Job summary

Lincoln International is seeking Associates to join our rapidly growing M&A practice in New York, NY. Successful candidates have strong cognitive and interpersonal abilities, and are motivated by the prospect of building a leading M&A advisory firm.

The Associate role involves close collaboration with senior bankers and clients’ executives, with end-to-end deal execution and international exposure. You’ll also help with Analysts’ development and new business efforts.

Qualifications

• Strong accounting and finance knowledge with business acumen.
• 1–5 years of M&A experience; MBA may substitute 1–2 years.
• Experience in financial services is a plus.

Responsibilities

• Perform financial analyses and valuations.
• Conduct industry research.
• Identify and contact potential buyers or acquisition targets.
• Prepare confidential information memoranda and management presentations.
• Interact with senior bankers and clients’ senior executives.
• Participate in new business meetings.
• Host visits by potential buyers at client facilities.
• Support senior bankers during transaction negotiations.
• Facilitate due diligence and transaction closings.
• Lead or implement initiatives focused on growing the firm’s franchise value.

Skills

Financial analyses

Valuations

Industry research

Communication skills

Business development

Education

Bachelor's degree in Finance or Economics

MBA preferred

Job description

Lincoln International, Inc. (NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuations and fairness opinions. The global enterprise is comprised of a tightly integrated team of more than 1,400 professionals in more than 30 offices in 14 countries, offering an unobstructed perspective on the global private capital markets, backed by superb execution and a deep commitment to client success.

With extensive industry knowledge and relationships, timely market intelligence and strategic insights, we forge deep, productive client relationships that endure for decades.

Connect with us to learn more at www.lincolninternational.com . At Lincoln International, we know that the success of our global organization is a direct outcome of the strength of our people.

We encourage diversity of thought and create talent density by attracting, retaining and engaging high performers from all demographics, backgrounds and perspectives.

We value diversity, equity and inclusion as a catalyst to foster innovation and creative problem solving, access the best candidates and adapt to a highly dynamic, competitive environment.

We know that employing a diverse team and valuing the unique perspectives of our people allows us to better understand and serve the needs of our clients.

Lincoln International is committed to creating a diverse environment and is proud to be an 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.

We encourage you to read more about our commitment to diversity and Environmental, Social & Governance (ESG) efforts.

Lincoln International follows a hybrid work structure with an emphasis on in office collaboration. Our employees work in our New York office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.

Duties & Responsibilities

Lincoln International is seeking Associates to join our rapidly growing M&A practice in New York, NY. 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 M&A advisory firm.

The Associate position at Lincoln International involves interacting closely with the firm’s senior bankers and clients’ senior executives.

Our Associates are heavily involved in every aspect of an M&A transaction and ultimately master the ability to execute a deal from start-to-finish.

Given our global platform, Associates also receive a high level of exposure to international clients and buyers, thus further enhancing their experience.

In addition, Associates are expected to contribute to Analysts’ development and support new business development efforts.

Lincoln International continuously provides our Associates with opportunities beyond typical roles in order to accelerate professional development and maximize career trajectory.

Key responsibilities include:

• Performing financial analyses and valuations
• Conducting industry research
• Identifying and contacting potential buyers or acquisition targets
• Preparing confidential information memoranda and management presentations
• Interacting with senior bankers and clients’ senior executives
• Participating in new business meetings
• Hosting visits by potential buyers at client facilities
• Supporting senior bankers during transaction negotiations
• Facilitating due diligence and transaction closings
• Leading or implementing initiatives focused on growing the firm’s franchise value

Qualifications:

• Fluent in accounting and finance and strong business acumen
• Strong verbal and written communication skills
• Assertive, self-motivated and desire to succeed in a fast-paced, entrepreneurial environment
• 1-5 years of experience in M&A
• 1-2 of M&A experience is acceptable if you hold an MBA
• Experience working within Financial Services, FIG, Asset & Wealth Management M&A preferred

Additional Information

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

Salary

The salary for this role is $175,000-225,000. 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 . An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, ex