Experienced Associate, Transaction Opinions & Board Advisory

Lincoln International; Atlanta (GA); On-site; USD 150,000 - 200,000; Full time

Job summary

Lincoln International is looking for an Associate to join their Transaction Opinions & Board Advisory team in Atlanta. This role focuses on delivering transaction opinions and advisory services across M&A, restructuring, and other areas for a diverse client base.

The ideal candidate should possess strong analytical and financial modeling skills, with a degree in Finance or related fields, and preferably have 3-5 years of experience in the financial sector. Competitive salary package ranging from $150,000 to $200,000 per year is offered.

Qualifications

• Three to five years of professional experience in financial services like investment banking or valuations.
• Advanced understanding of financial statements and valuation methodologies (DCF, LBO, etc.).
• Active CPA and/or minimum of CFA Level I preferred but not required.

Responsibilities

• Prepare, complete, and review financial models and analyses for fairness and solvency opinions.
• Take ownership of board-level presentations and reports.
• Coordinate engagement execution and oversight of analysts.

Skills

Analytical skills

Financial modeling

Microsoft Excel

Strong writing skills

PowerPoint experience

Organizational skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, or Economics

Job description

Duties & Responsibilities

Lincoln International is seeking an Associate to join the Transaction Opinions & Board Advisory team within the Valuations & Opinions Group. The role focuses on building and delivering transaction opinions and advisory services across M&A, restructuring, recapitalization, spin‑offs, and board or special committee advisory engagements for public and private clients, including private equity firms.

• Prepare, complete, and review financial models and sophisticated valuation and financial analyses for fairness and solvency opinions (e.g., discounted cash flow, comparable company and precedent transaction analyses, and three‑statement modeling).
• Take primary ownership of the development and review of board‑level presentations and reports.
• Coordinate engagement execution, timelines, and oversight of analysts under the guidance of senior deal team members.
• Review information, track open items across active engagements, and prepare diligence agendas to support in‑process valuations and analyses.
• Coordinate with clients and, at times, lead diligence efforts or information gathering processes.
• Prepare marketing materials for meetings with potential or existing clients and support senior members of the Transaction Opinions & Board Advisory team.

Qualifications

• Excellent analytical foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.).
• Advanced financial modeling and Microsoft Excel skills.
• Strong writing skills and experience with PowerPoint and Microsoft Word.
• Effective organizational skills and 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 the financial services industry such as investment banking or valuations is strongly preferred.
• Bachelor’s degree in Finance, Accounting, or Economics from a top‑tier institution; strong academic record (undergraduate and graduate).
• Active CPA and/or minimum of CFA Level I is preferred, but not required.

Additional Information

Salary range: $150,000 to $200,000 per year (applicable for positions in Georgia, Texas, Illinois, New York or California). This range is provided in good faith and may be modified; additional pay may be eligible for discretionary bonus. The position does not require or provide visa sponsorship.

Lincoln International is 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.