Experienced Analyst, Transaction Opinions & Board Advisory

Lincoln International

$95K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting or Economics from a top-tier institution with a strong academic record
  • Proficient in financial modeling and advanced Microsoft Excel skills
  • Solid understanding of corporate finance concepts and various valuation methodologies
  • Strong writing skills with experience using PowerPoint and Microsoft Word
  • One year of professional experience in financial services, such as investment banking, valuations, or accounting preferred

Responsibilities

  • Prepare, complete, and review financial models and valuation analyses for fairness and solvency opinions
  • Analyze SEC filings and other resources to support market-based valuation models
  • Research market data and trends to inform team insights and support engagements
  • Assist in preparing client deliverables and discussion materials
  • Collaborate with deal teams to align work streams with project timelines
  • Maintain proprietary valuation databases
  • Create marketing materials for client meetings and support senior team members

Benefits

  • Medical, dental, and vision insurance
  • Retirement benefits for eligible employees
  • Hybrid work structure with in-office collaboration
  • Opportunity to develop professional skills in a growing practice
  • Possibility of discretionary bonus pay
Full Job Description
Lincoln International follows a hybrid work structure with an emphasis on in-office collaboration.

Our employees work in-office Monday through Thursday each week, with the option to work remotely or from the office on Fridays.


Duties & Responsibilities:

Lincoln International is seeking Analysts to join our rapidly growing Transaction Opinions and Board Advisory team within our Valuations & Opinions Group (VOG). Successful candidates will have strong technical and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading transaction opinions practice in a fast-paced, growth environment.

The Transaction Opinions Analyst role provides an excellent opportunity to gain transactional experience as well as build a corporate finance toolkit through a mix of engagements for public and private companies as well as leading private equity firms in connection with M&A, restructuring, recapitalization, and spin-off transactions as well as board or special committee advisory situations where we are delivering advisory services, including fairness and solvency opinions or valuations. The Transaction Opinions Analyst serves as one of the analytical and organizational anchors for our deal teams. 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.

We envision the Valuations and Opinions Analyst will be initially tasked with the following:
  • Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions
  • Analyzing, reviewing, and navigating SEC filings (8-K, 10-Q, 10-K, etc.), investor presentations, equity research reports, and other information resources to calculate trading and/or transaction multiples and support the preparation of market-based valuation models
  • Researching market and transactional data and trends to assist the team with synthesizing market insights and in support of engagements, client pitches white papers, or market perspectives pieces to be published by the firm
  • Assisting with the preparation of client deliverables and client discussion materials
  • Working closely with Lincoln deal teams, consisting of senior officers, and clients to ensure that work streams remain aligned to project plan or transaction timelines
  • Maintaining proprietary valuation databases
  • Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team

Qualifications:

The Transaction Opinions Analyst position at Lincoln International is extremely challenging, offers an excellent learning experience and provides a solid foundation upon which an individual can build a future business career. Interested candidates should meet the following requirements:

Professional and Cultural Characteristics:
  • Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)
  • Assertive, articulate, and self-motivated, can manage multiple tasks and competing deadlines in a fast-paced environment
  • Strong collaborator who enjoys working in an entrepreneurial environment
  • Driven and ambitious professional who gains satisfaction from achieving personal and team goals
  • Ability to demonstrate good judgment and handle highly confidential information in a professional manner

Additional Qualifications:
  • Excellent foundation of corporate finance knowledge with advanced understanding of financial statements and various valuation methodologies (DCF, comparable company analysis, etc.)
  • Bachelor's degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
  • Proficiency at financial modeling with advanced 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
  • Strong communication skills and experience interacting with teammates and clients
  • One year of professional services experience in the financial services industry, such as investment banking, valuations, or accounting is strongly 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.

#LI-HYBRID

The salary range for this role is $95,000 to $105,000 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 Illinois, New York or 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 may also be eligible for discretionary bonus pay.**

We offer a comprehensive package of benefits including medical, dental, and vision insurance, and retirement 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.

Click here to view Lincoln International's Candidate Privacy Notices.

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. Retail clients are NOT the intended recipients of our communications or services and should not act upon this communication.

© 2026 Lincoln International LLC. All Rights Reserved.

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

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