Research Analyst, Capital Advisory

Lincoln International; New York (NY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus eligible

Comprehensive benefits

Job summary

Lincoln International, Inc. is a trusted investment banking advisor with offices worldwide and a hybrid work structure in New York. The Research Analyst role supports a new business development initiative for restructuring and creditor rights, with potential evolution into a Transaction Analyst within Capital Advisory Group.

The role emphasizes research, analytics, and organization, offering exposure to a fast-paced, entrepreneurial environment and collaboration with senior team members.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field
• 1-2 years of professional experience in corporate finance, equity research or related field preferred
• Analytic foundation with understanding of financial statements
• Strong writing skills and experience with PowerPoint and Word
• Effective organizational skills and the ability to manage multiple work products
• Self-motivated with initiative on thoughtful research and analysis
• Strong communication skills and client interaction experience

Responsibilities

• Identifying and maintaining a database of potential target businesses/clients
• Maintaining an external watch list along with related credit profiles
• Preparing and completing idea books to pitch to target businesses/clients
• Preparing marketing materials for meetings with potential clients
• Interacting with clients and preparing meeting deliverables and follow ups
• Tracking the capital markets and analyzing changes within the markets
• Supporting the senior members of the Capital Advisory Group (creditor business marketing initiative)

Skills

Analytical thinking

Strong writing skills

Communication skills

Self-motivated

Organizational skills

Initiative

Education

Bachelor's degree in Finance, Accounting, Economics or related field

Tools

Excel

PowerPoint

Microsoft Word

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 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. Our office is located at 299 Park Ave.

Duties & Responsibilities:

The Research Analyst position within the Capital Advisory Group provides an excellent opportunity to support a new initiative focused on expanding our business development efforts for our restructuring and creditor rights business. The Research Analyst will serve as the anchor for this initiative with regards to research, analytics, and overall organization. The Research Analyst may have the opportunity to evolve / transition into a traditional Transaction Analyst in the Capital Advisory Group over time as well. Responsibilities at Lincoln International are often more entrepreneurial than at other firms providing self-motivated individuals with many opportunities to contribute to a dynamic and growing platform. Successful Analysts are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

• Identifying and maintaining a database of potential target businesses / clients
• Maintaining an external watch list along with related credit profiles
• Preparing and completing “idea books” to pitch to target businesses / clients
• Preparing marketing materials for meetings with potential clients
• Interacting with clients and preparing meeting deliverables and follow ups
• Tracking the capital markets and analyzing any changes within the markets
• Supporting the senior members of the Capital Advisory Group (specifically within the creditor business marketing initiative)

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or a related field from top tier institution; strong academic record
• 1-2 years of professional experience in corporate finance, equity research (or similar), accounting, or related field preferred.
• Analytic foundation with understanding of financial statements and proficient Microsoft Excel skills
• Strong writing skills and experience with PowerPoint and Microsoft Word
• Effective organizational skills and the aptitude to manage people and work products
• Self-motivated and experienced in taking initiative on thoughtful research and related analysis
• Strong communication skills and experience interacting with teammates and clients

Additional Information:

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

The salary range for this role is $75,000-$85,000 on an annual basis. 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. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, revenue-based metrics, and business or organizational needs.

This job is also eligible for bonus pay.

• We offer a comprehensive package of benefits to eligible employees.

Lincoln International is a trade name for Lincoln International, Inc. and its subsidiaries and affiliates, which include the following licensed entities: (i) Lincoln International LLC and MarshBerry Capital, LLC (United States), SEC-registered broker-dealers and a members of FINRA (www.finra.org) and SIPC (www.sipc.org) (investment banking services) and (ii) Lincoln International LLP (FRN 474606) and IMAS Corporate Finance LLP (FRN 553889) (United Kingdom), authorized and regulated by the U.K. Financial Conduct Authority. No entity affiliated with Lincoln International, LP provides banking or securities brokerage services, nor is any such affiliate subject to FINMA supervision in Switzerland or similar regulatory authorities regarding such activities in other jurisdictions.

© 2026 Lincoln International LLC. All Rights Reserved.

110 North Wacker Drive | 51st Floor | Chicago | Illinois | 60606 | United States.