M&A Valuations & Board Advisory Associate

Lincoln International; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

Lincoln International is seeking an Associate to join the Transaction Opinions & Board Advisory team in New York. The role involves developing financial models and delivering transaction opinions and advisory services for clients, including private equity firms.

Qualified candidates will have strong analytical skills, advanced financial modeling abilities, and a Bachelor’s degree in a relevant field. The salary range is $150,000 to $200,000 per year, with additional potential for bonuses.

Qualifications

• Three to five years of professional experience in financial services like investment banking or valuations.
• Active CPA and/or minimum of CFA Level I preferred, but not required.

Responsibilities

• Prepare and review financial models and sophisticated valuation analyses.
• Take ownership of board-level presentations and reports.
• Coordinate engagement execution and oversight of analysts.

Skills

Analytical foundation

Financial modeling

Microsoft Excel

Strong writing skills

PowerPoint

Microsoft Word

Organizational skills

Communication skills

Education

Bachelor’s degree in Finance, Accounting, or Economics from a top-tier institution

Job description

Lincoln International is seeking an Associate to join the Transaction Opinions & Board Advisory team in New York. The role involves developing financial models and delivering transaction opinions and advisory services for clients, including private equity firms.

Qualified candidates will have strong analytical skills, advanced financial modeling abilities, and a Bachelor’s degree in a relevant field. The salary range is $150,000 to $200,000 per year, with additional potential for bonuses.