Vice President, Portfolio Valuations

Posted:
4/1/2024, 9:05:19 AM

Experience Level(s):
Expert or higher

Field(s):
Finance & Banking

We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory, and valuation and fairness opinions. As one tightly integrated team of more than 900 professionals across 15 countries, we offer an unmatched 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. 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.

Duties & Responsibilities:

Lincoln International’s Valuations & Opinions Group, is an industry leader in the valuation of alternative and illiquid investments for investment funds, including business development companies (BDCs), hedge funds, and private equity groups.  The group also advises on valuation matters for corporate transactions, including acquisitions and divestitures, leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation, and regulatory purposes.

Lincoln International is seeking a Vice President to join the Valuations & Opinions Group.   Officers work closely with the firm’s Managing Directors and clients in providing valuation and financial advisory services across multiple engagements and offices. Lincoln International’s practice is growing rapidly, and we are looking to add a talented individual to support our client service and quality control activities, expand our capabilities and bolster our marketing efforts. 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. A successful candidate will be an assertive, motivated self-starter with the desire and potential to succeed in a fast-paced, entrepreneurial environment. Prior investment banking and/or transaction experience is preferred, but not required.

Key Responsibilities:

  • Leading project teams providing valuation and financial advisory services to clients, including determining appropriate valuation methodologies and reviewing financial models for illiquid debt and equity investments, business enterprise valuations and hedge fund/private equity valuations
  • Providing quality control oversight to engagement teams
  • Managing, training and developing associates and analysts at the firm
  • Proactive calling on potential new clients including alternative investment managers (private equity, private credit, BDCs, etc.), financial institutions, privately held business owners and publicly traded companies
  • Identifying and communicating potential engagements to management and writing business proposals and engagement letters

Qualifications:

  • Minimum of five years’ experience in performing business valuations, valuations of illiquid and complex securities, and fairness / solvency opinions
  • Proficiency in designing financial models for discounted cash flow, market multiple, market transaction, and option pricing analyses
  • Ability to develop valuation approaches for various forms of securities and unique instruments including equity and debt securities, loans, derivative instruments, structured products and intangible assets
  • Strong analytical and problem-solving skills and ability to critically analyze companies and understand key business issues, including value drivers and investment risks
  • Strong verbal and written communication skills
  • Working knowledge of credit and M&A markets
  • Experience with successfully managing teams of associates and analysts
  • Understanding of authoritative guidance related to valuations
  • ASC-820 and IFRS 13, valuation industry best practices, and emerging issues
  • Ability to act as a primary point of contact with clients
  • Ability to effectively multi-task, managing multiple client engagements simultaneously
  • Confidently and credibly connect with potential new clients and lead client meetings
  • Excellence in MS Word, Excel and PowerPoint
  • Bachelor’s or Master's degree in Finance, Accounting or Economics or MBA; strong academic record (both undergraduate and graduate)
  • Active CPA, ASA and/or CFA preferred but not required

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 $175,000 to $200,000 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 City and in the state of California.  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.

You can apply for this role through LinkedIn or Lincoln’s Company Page, or through Lincoln’s Internal Jobs Board if you are a current employee.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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