Experienced Associate, Transaction Opinions & Board Advisory

Lincoln International

$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Strong analytical background with advanced understanding of financial statements and valuation methodologies.
  • Expertise in financial modeling and proficiency in Microsoft Excel.
  • Proficient writing skills with experience in PowerPoint and Word.
  • Well-organized with the ability to manage people and deliverables.
  • Effective communicator with experience in cross-team and client interactions.
  • 3-5 years of professional experience in financial services, preferably in investment banking or valuations.
  • Bachelor's degree in Finance, Accounting, or Economics from a top-tier institution; strong academic record preferred.

Responsibilities

  • Prepare and review financial models and valuations supporting fairness and solvency opinions.
  • Own the development and review of board-level presentations and reports.
  • Coordinate engagement execution and timelines under senior guidance, overseeing analyst contributions.
  • Review information and track progress across ongoing engagements, facilitating diligence processes.
  • Lead client interactions and diligence efforts for effective information gathering.
  • Create marketing materials for client meetings, supporting senior team members.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • Retirement benefits for eligible employees.
  • Hybrid work structure emphasizing in-office collaboration.
  • Opportunity for 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 an Associate to join our rapidly growing Transaction Opinions & 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 Associate role provides an excellent opportunity to gain transactional experience and build on your existing technical finance skills 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. 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 Associates are assertive, motivated self-starters with the desire and potential to succeed in a fast-paced, entrepreneurial environment.

Associates are critical deal team members and hold primary responsibility for execution-related workstreams, including information review, construction of complex financial models, drafting and review of board-level presentations, and primary review of analyst workstreams.

Key Responsibilities include:
  • Preparing, completing, and reviewing financial models and sophisticated valuation and financial analyses in support of fairness and solvency opinions, including discounted cash flow analyses, market-based comparable company and precedent transaction analyses, and three-statement modeling
  • Having primary ownership for the development and review of board-level presentations and reports
  • Coordinating engagement execution and timelines, at the instruction of senior deal team members, and providing oversight to analysts
  • Reviewing information and tracking open items across active engagements, preparing diligence agendas to support diligence processes and inform in-process valuations and analyses
  • Coordinating with clients and, at times, leading diligence efforts or information gathering processes
  • Preparing marketing materials for meetings with potential or existing clients and supporting the senior members of the Transaction Opinions & Board Advisory team

Qualifications:

The Associate 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.
  • Excellent analytic 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 the 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 top tier institution; strong academic record (both undergraduate and graduate)
  • Active CPA and/or minimum of CFA Level I is 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 $150,000 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 Georgia, Texas, 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, 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.

Similar Jobs

More Jobs at Lincoln International

More Finance & Insurance Jobs

Find similar Experienced Associate, Transaction Opinions & Board Advisory jobs: