private equity analyst

CBRE

About the role
 In this role you will provide overall support to the AssetManagement team in monitoring the performance of an extensive multifamily portfoliofor a private equity client. The ideal candidate will have knowledge ofcommercial real estate principles, financial analysis, and displays criticalthinking combined with attention to detail.
 What you’ll do
 <ul>
<li>Support for senior staff in executing thehighest performance for a portfolio of multifamily properties to maximizeinvestor returns.</li>
</ul>
Conduct research and financial analysis of assigned assets to implement strategic decisions.
 Report on property performance and evaluate risks on P&L statements, development budgets, and loan covenant hurdles.
 Provide general customer service to clients and related contacts.
 Prepare various weekly, monthly, and quarterly reports for the portfolio.
 Accompany Asset Manager on site visits to existing portfolio assets.
 Special projects as needed.
 What you’ll need
 Highly effective written and verbal communication skills.
 Proven teamwork and leadership though extracurricular activities.
 Intermediate skills in Microsoft Excel and data analysis.
 Bachelor’s degree preferred with 0-2 years of relevant experience.
 Relevant work or internship experience preferred.
 Why CBRE?
 When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
 Our Values in Hiring
 At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
 Applicant AI Use Disclosure
 We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
 Disclaimers
 Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
 About CBRE Group, Inc.
 CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
 CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the senior accountant position is $80,000 annually and the maximum salary for the senior accountant position is $95,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program.
 Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
 
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Private Equity Finance Analyst

About the role
 In this role youprovide support to an Asset Management team and its private equity real estate clientby managing data and analytics for its nationwide multifamily portfolio. Thisrole requires a highly analytical, tech‑forward person that enjoys portfolio reportingand analytics. This role is ideal for candidates with a background in math,statistics, computer science, or engineering, who are passionate about workingwith large datasets, building scalable reporting tools, and leveragingartificial intelligence to improve productivity and insight generation for adynamic team in the commercial real estate sector.
 
What you’ll do
 PortfolioReporting & Analytics Build, maintain, and enhance portfolio‑wide dashboards and reporting tools in Power BI and advanced Excel. Develop automated reporting workflows to streamline recurring deliverables and reduce manual processing. Manage and analyze large datasets across the nationwide multifamily portfolio to identify trends, operational insights, and performance drivers.
 Data QualityManagement Ensure data accuracy, completeness, and consistency in client’s Power BI REBA platform. Be able to draw conclusions and identify patterns from large multifamily data sets. Set up new deals, verify information flows correctly, and troubleshoot issues that arise.
 Technology,AI, & Innovation Use artificial intelligence tools (e.g., Microsoft Copilot, generative AI workflows, automation scripts) to accelerate reporting, analysis, and insight generation. Identify opportunities to incorporate AI into day-to-day tasks, increasing efficiency in internal & external processes. Recommend improvements in workflows, reporting structures, and analytics capabilities.
 ClientInteraction Serve as the day‑to‑day point of contact for the client’s IT-related data initiatives. Assist with property data capture and coordinate survey responses from our partners and property management teams. Collaborate with asset managers, operations teams, and technology partners to deliver actionable insights and ensure reporting needs are met.
 What you’ll need 0–2 years of experience in data analysis, reporting, or a similar analytical role. Strong proficiency in advanced Excel (Power Query, data modeling, complex formulas, automation experience preferred). Experience building visual dashboards in Power BI (or comparable BI tool). Ability to manage, analyze, and interpret large datasets with accuracy. Comfort using or learning AI productivity tools to enhance workflows. Strong attention to detail, organization, and documentation discipline.
 <ul>
<li>Bachelor’s degree Mathematics, Statistics,Computer Science, Engineering, or a related quantitative field.</li>
</ul>
Preferred Experience with SQL, Python, or other coding languages for data automation. Background or interest in commercial real estate, especially multifamily — not required but a plus. Experience working with enterprise data platforms such as REBA or similar systems.
 Why CBRE?
 When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants.
 Our Values in Hiring
 At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
 Applicant AI Use Disclosure
 We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process.
 Disclaimers
 Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
 About CBRE Group, Inc.
 CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com.
 CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the Assistant Facilities Manager position is $80,000 annually [or $38.46 per hour] and the maximum salary for the Assistant Facilities Manager position is $85,000 annually [or $40.87 per hour]. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience.
 Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
 
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada).

Private Equity Data Analyst

Jefferies

<div>
 
 
 Group Description
 
 
 
 Jefferies&rsquo; Financial Institutions Group (&ldquo;FIG&rdquo;) provides a full suite of investment banking services to clients across the global financial services sector. Within FIG, the
 
 FinTech vertical
 
 focuses on companies transforming the infrastructure of modern financial markets&mdash;including trading venues, exchanges, clearinghouses, market data providers, electronic trading platforms, and capital markets technology vendors.
 
 
 Our team combines deep sector expertise with strong execution capabilities to advise both high‑growth and established market structure businesses across strategic advisory, M&amp;A, and capital markets transactions.
 
 
 
 
 
 
 Position
 
 
 
 We are seeking a highly motivated
 
 Analyst or Associate
 
 to join the FinTech vertical within our broader FIG team in New York. This is an opportunity to work on high‑impact transactions across some of the most innovative and strategically important areas of financial markets infrastructure and trading technology.
 
 
 
 
 
 
 Responsibilities
 
 
 
 As an Analyst / Associate, you will be an integral part of deal teams and client workstreams, supporting the origination and execution of M&amp;A, IPOs, private placements, and strategic advisory mandates. Responsibilities include:
 
 
 
 
 
 
 Analytical &amp; Execution Responsibilities
 
 
 <ul>
 <li>
 Performing company and industry research across market structure, trading technology, and capital markets platforms
 </li>
 <li>
 Building and maintaining detailed financial models (DCF, trading comps, precedent transactions)
 </li>
 <li>
 Conducting valuation analyses and preparing supporting materials
 </li>
 <li>
 Assisting in the preparation of client deliverables including pitchbooks, management presentations, CIMs, and investor materials
 </li>
 <li>
 Supporting transaction execution, including due diligence coordination, process management, and interaction with legal, accounting, and technical advisors
 </li>
 </ul>
 
 
 Client &amp; Internal Collaboration
 
 
 <ul>
 <li>
 Working closely with senior bankers across FIG and product partners in M&amp;A, ECM, DCM, and Leveraged Finance
 </li>
 <li>
 Interfacing with clients, investors, and counterparties as appropriate for your level
 </li>
 <li>
 Developing a strong understanding of market structure trends, trading technologies, regulatory frameworks (SEC, CFTC, MiFID II), and competitive market dynamics
 </li>
 </ul>
 
 
 Team Contribution
 
 
 <ul>
 <li>
 Providing analytical, organizational, and process support across multiple live deals and pitches
 </li>
 <li>
 Assisting in training and mentoring new analysts or interns as appropriate
 </li>
 <li>
 Contributing to internal knowledge-building around FinTech and market infrastructure
 </li>
 </ul>
 
 
 
 
 
 Required Experience
 
 
 <ul>
 <li>
 
 1&ndash;3 years of experience
 
 for Analyst candidates;
 
 3+ years
 
 for Associate candidates (investment banking, private equity, corporate development, or related financial services roles)
 </li>
 <li>
 Strong interest in market structure, trading technology, and capital markets innovation
 </li>
 <li>
 Solid understanding of financial modeling, valuations, and transaction processes
 </li>
 <li>
 Excellent analytical, communication, and presentation skills
 </li>
 <li>
 Ability to manage multiple workstreams in a fast-paced environment with strong attention to detail
 </li>
 <li>
 Entrepreneurial mindset with a desire to build expertise in a rapidly evolving sector
 </li>
 </ul>
 
 
</div>

Investment Banking Analyst/Associate | FinTech

Banyan Canopy Group

<div>
 
 Banyan Canopy Group is the
 
 Excellence Centre
 
 for Banyan Software, providing world-class operational support to drive the success of enterprise software businesses worldwide. Based in Karachi, Pakistan, Banyan Canopy Group plays a critical role in Banyan Software&rsquo;s long-term buy-and-hold strategy, delivering exceptional services that enable sustainable growth and operational excellence. At Banyan Canopy Group, we are committed to fostering talent, streamlining operations, and upholding the highest standards of accuracy and integrity.
 
 
 
 Job Profile:
 
 
 
 This is an exciting opportunity to become a key contributor of a lean, high-energy, high-volume M&amp;A team. The core activities will resemble that of a technology-focused corporate development team or private equity firm. The Analyst will take on critical functions within the deal origination, diligence, and transaction processes, and will have a measurable impact on the organization. The experience will be unique and rewarding with the Analyst being exposed to new industries, business models, valuation methods, research techniques, C-level executives.
 
 
 
 Responsibilities:
 
 
 <ul>
 <li>
 Collaborate with Banyan&rsquo;s M&amp;A and the executive team to source and evaluate acquisitions.
 </li>
 <li>
 Lead conversations with owners, advisors, and bankers with the highest level of professionalism and integrity.
 </li>
 <li>
 Prepare and analyze financial and non-financial information, valuation, and operational models.
 </li>
 <li>
 Drive the entire M&amp;A process, including conducting detailed financial, sales, marketing, and operational diligence; drafting investment memorandums for board approval; and crafting integration strategy.
 </li>
 <li>
 Manage diligence processes and engage with internal/ external legal, technology, HR, and tax.
 </li>
 <li>
 Assist in the finance, operations, and integration of newly acquired businesses.
 </li>
 </ul>
 
 &nbsp;
 
 
 
 Qualifications for success:
 
 
 <ul>
 <li>
 Strong academic record from a competitive institution with a degree in Business or Finance
 </li>
 <li>
 Minimum 2 years of M&amp;A experience, working in private equity, investment banking, transaction advisory, corporate development or a software specific industry.
 </li>
 <li>
 Expertise in building financial models, and proficiency in preparing thoughtfully structured analysis.
 </li>
 <li>
 Advanced written and verbal communication skills with the ability to converse with senior executives.
 </li>
 <li>
 Ambitious career goals with the ability to work flexible hours to grow within a fast-growing organization.
 </li>
 <li>
 A strong understanding of technology and a passion for the software industry.
 </li>
 </ul>
 
 
 
 Beware of Recruitment Scams
 
 
 
 
 We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.&nbsp;
 
 
 
 Protect yourself by following these steps:
 
 
 <ul>
 <li>
 Verify that all communications from our recruiting team come from an
 
 @banyansoftware.com
 
 email address.
 </li>
 <li>
 Remember, employers will
 
 never
 
 request payment or banking information during the hiring process.
 </li>
 <li>
 If you receive a suspicious message,
 
 do not respond
 
 &mdash; instead, forward it to careers@banyansoftware.com and/or report it to the platform where you received it.
 </li>
 </ul>
 
 Your safety and security are important to us. Thank you for staying vigilant.
 
</div>

M&A Analyst

Michael Page

<div>
 <ul>
 <li>
 Work directly with a high‑calibre investment leadership team
 </li>
 <li>
 Opportunity to help shape long‑term investment theses
 
 
 </li>
 </ul>
 
 About Our Client
 
 
 
 Our client is a Dubai‑based single-family office investing across public markets, private equity, venture capital, and thematic long‑horizon opportunities.
 
 
 
 Job Description
 
 
 
 Investment Analysis
 
 
 <ul>
 <li>
 Support evaluation of global investment opportunities across private markets, venture capital, and public markets.
 </li>
 <li>
 Conduct commercial assessment, financial analysis, and investment diligence.
 </li>
 <li>
 Analyse business models, market positioning, monetisation pathways, and unit economics.
 </li>
 <li>
 Contribute to investment memos and materials for internal decision-making.
 
 
 </li>
 </ul>
 Market &amp; Thematic Research
 
 
 <ul>
 <li>
 Lead research on global themes including AI, climate tech, digital inclusion, health systems transformation, and frontier technologies.
 </li>
 <li>
 Produce clear, structured insights to inform long-term investment theses.
 </li>
 <li>
 Conduct market mapping, competitive landscape analysis, and emerging trend reviews.
 
 
 </li>
 </ul>
 Technology &amp; AI Assessment
 
 
 <ul>
 <li>
 Engage with deep‑tech driven business models, founders, and fund managers.
 </li>
 <li>
 Translate technical narratives into commercially relevant views, risks, and opportunities.
 </li>
 <li>
 Leverage advanced AI tools (LLMs, research automation tools, data platforms) to enhance workflow and research productivity.
 
 
 </li>
 </ul>
 Portfolio Monitoring
 
 
 <ul>
 <li>
 Track portfolio performance, manager updates, capital calls, and reporting cycles.
 </li>
 <li>
 Prepare periodic reviews and support portfolio governance processes.
 
 
 </li>
 </ul>
 Stakeholder Coordination
 
 
 <ul>
 <li>
 Interact with fund managers, external partners, research groups, and advisors.
 </li>
 <li>
 Support meeting preparation, documentation, and ongoing relationship management.
 
 
 </li>
 </ul>
 
 The Successful Applicant
 
 
 
 A strong candidate will bring a mix of analytical rigour, technical fluency, curiosity, and commercial judgement. You enjoy deep research, understand how technology translates into real-world application, and thrive in a small, high-performance investment environment.Essential Experience
 
 
 <ul>
 <li>
 2-3 years of experience in strategy consulting, private equity, venture capital, investment analysis, or commercial strategy.
 </li>
 <li>
 Open to 3-4 years, which may align with a Senior Analyst title.
 </li>
 <li>
 Strong exposure to technology‑driven sectors and comfort evaluating emerging tech.
 </li>
 <li>
 International exposure (study or work abroad) is highly valued.
 
 
 </li>
 </ul>
 Technical &amp; Professional Skills
 
 
 <ul>
 <li>
 High fluency in AI, software, digital platforms, data and emerging technologies.
 </li>
 <li>
 Strong research and analytical skills; ability to synthesise complex information into clear insights.
 </li>
 <li>
 Excellent communication skills; comfortable presenting to senior stakeholders.
 </li>
 <li>
 Strong commercial judgement and structured problem-solving capability.
 </li>
 <li>
 Ability to work independently with a long‑term, depth-first mindset.
 
 
 </li>
 </ul>
 Education
 
 
 <ul>
 <li>
 Bachelor's degree in engineering, computer science, or other technical fields preferred.
 </li>
 <li>
 Postgraduate qualification (MBA, MSc, etc.) is an advantage.
 </li>
 <li>
 CFA is not required.
 
 
 </li>
 </ul>
 Personal Attributes
 
 
 <ul>
 <li>
 Curious, intellectually honest, and impact-oriented.
 </li>
 <li>
 Proactive, disciplined, and comfortable with ambiguity.
 </li>
 <li>
 Extroverted or confident communicator, comfortable in high-stakes conversations.
 </li>
 <li>
 Collaborative, humble, and aligned with family office confidentiality standards.
 
 
 </li>
 </ul>
 
 What's on Offer
 
 
 
 <ul>
 <li>
 Opportunity to grow into a long-term investment professional within a respected family office.
 </li>
 <li>
 Opportunity to help shape long‑term investment theses in areas such as AI, emerging tech infrastructure, space tech, and frontier innovation.
 
 
 </li>
 </ul>
 
 Contact: Zaynah Aboobaker
 
 
 
 
 Quote job ref: JN-032026-6972040
 
</div>

Investment Analyst/Senior Analyst

Infomap Solutions Private Limited

Role: Investment Analyst - M&amp;A / Corporate FinanceType: Permanent, Full-timeLocation: DubaiRole overview: The position involves financial analysis, valuation, due diligence support, and assisting in the execution of investment transactions.The M&amp;A Analyst will play a key role in evaluating potential acquisitions, joint ventures, and greenfield investments. The role will also support ongoing monitoring of portfolio companies and help generate insights for strategic decision-making.Key Responsibilities:Investment Evaluation <ul><li>Review and evaluate investment proposals across different industries and geographies.</li><li>Assess strategic fit, business assumptions, and financial feasibility of potential investments.</li></ul>Financial Analysis and Modelling <ul><li>Analyze historical financial data and business performance.</li><li>Build and interpret financial models to evaluate investment opportunities.</li><li>Support preparation of financial projections and scenario analysis.</li></ul>Valuation <ul><li>Conduct preliminary valuation analysis using methodologies such as: Discounted Cash Flow (DCF), Comparable company analysis, Comparable transaction analysis, etc.</li></ul>Transaction Support <ul><li>Assist in the execution of M&amp;A transactions and investment deals.</li><li>Support coordination of due diligence with internal teams and external advisors.</li></ul>Research and Market Analysis <ul><li>Conduct industry and market research to support investment decisions.</li><li>Track sector trends and competitive dynamics.</li></ul>Investment Materials <ul><li>Prepare investment presentations, reports, and information memoranda for internal decision-making.</li></ul>Portfolio Monitoring <ul><li>Track performance of portfolio companies and identify key operational and financial drivers.</li></ul>Requirements:Education and Experience:<ul><li>Degree in Finance, Accounting, Economics, or a related field</li><li>CFA (completed or in progress), MBA, or MSc in Finance preferred</li><li>Proven experience in one or more of the following areas:</li><li>Investment Banking (or)</li><li>Private Equity (or)</li><li>Mergers &amp; Acquisitions (or)</li><li>Corporate Finance (or)</li><li>Deal / Transaction Advisory (or)</li><li>Management Consulting (transaction or corporate finance exposure)</li></ul>Technical skills:<ul><li>Financial modelling and valuation</li><li>Financial statement analysis</li><li>Transaction analysis and due diligence</li><li>Advanced proficiency in Microsoft Excel and PowerPoint</li></ul>Other Skills:<ul><li>Strong analytical and problem-solving abilities</li><li>Ability to synthesize complex financial information</li><li>Strong research and presentation skills</li></ul>Job Types: Full-time, PermanentPay: AED16,000.00 - AED18,000.00 per monthApplication Question(s):<ul><li>How many years of professional experience do you have in investment-related roles such as Investment Banking, Private Equity, Deal Advisory, Transaction Advisory, Corporate Finance, or M&amp;A?</li><li>How many years of hands-on experience do you have building financial models used for investment evaluation or transaction analysis (e.g., DCF, valuation models, scenario modelling)?</li><li>Approximately how many investment or M&amp;A transactions have you directly worked on (in any stage such as evaluation, financial modelling, due diligence, or execution)?</li><li>Have you independently performed valuation analysis using methods such as DCF, comparable companies, or precedent transactions?</li><li>This role is within the Family Office of a global conglomerate and involves evaluating investments across sectors. Are you open to working in a Family Office investment environment?</li><li>Your current monthly salary? (in AED)</li><li>Your expected monthly salary? (in AED)</li><li>Your notice period? (in days)</li></ul>Work Location: In person

Investment Analyst

LINCOLN INTERNATIONAL

<div><div>We are trusted investment banking advisors to business owners and senior executives of leading private equity firms and their portfolio companies and to public and privately held companies around the world. Our services include mergers and acquisitions advisory, private funds and capital markets advisory and valuations and fairness opinions. As one tightly integrated team of more than 1,400 professionals in 25+ offices in 16 countries, we offer 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 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. We encourage you to read more about our commitment to diversity and Environmental, Social &amp; Governance (ESG) efforts.</div>
Lincoln International follows a hybrid work structure with an emphasis on in office collaboration.

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

Duties &amp; Responsibilities:

Lincoln International is seeking Analysts to join our rapidly growing Valuations &amp; Opinions Group (VOG). Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills, are excited to gain exposure to a broad range of asset classes and industries, and are motivated by the prospect of building a leading valuations practice.

The Analyst position within the Valuations &amp; Opinions Group provides an excellent opportunity to become an expert in portfolio valuations, though Analysts may occasionally be required or volunteer to work on valuation engagements for other valuation services. The Analyst serves as the analytical and organizational anchor for the Valuations &amp; Opinions Group and would have the opportunity to work with clients including many of the most sophisticated, blue chip institutional investment firms in the industry. 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:
<ul>
<li>Supporting our portfolio valuation team, which provides valuations of illiquid debt and equity securities held by hedge funds, private equity funds, and business development companies in connection with fair value reporting of the funds' assets to investors</li>
<li>Performing financial statement analysis and other quantitative and qualitative assessments</li>
<li>Reviewing client investment memoranda, board of directors' presentations, specific debt and equity agreements, and financial models to develop an understanding of the company or securities being analyzed</li>
<li>Compiling statistical summaries of companies' financial information, developing and computing financial ratios, and presenting the analyses in an organized manner and/or using our standard formats and presentations</li>
<li>Reviewing and compiling published financial information, such as public company filings, press releases, reports from published research analysts, and Bloomberg data across a wide range of industries and sectors</li>
<li>Identifying relevant comparable public companies and M&amp;A transactions, based upon information services such as S&amp;P Capital IQ and Bloomberg, along with knowledge of the appropriate Standard Industrial Classification and other methods, as appropriate</li>
<li>Constructing and reviewing valuation and other financial analyses, including the guideline public companies, guideline precedent transactions, and discounted cash flow analyses, using Lincoln International proprietary models</li>
<li>Researching and providing information on:
<ul><li>General economic conditions</li>
<li>Industry-specific conditions and trends</li>
<li>Acquisitions and divestitures within specific industries</li>
<li>Various investment attributes of publicly traded and privately held securities</li>
</ul></li><li>Participating in due diligence meetings, communicating with clients and responding to auditor questions regarding valuation analyses prepared by Lincoln International</li>
<li>Designing and drafting client deliverables</li>
<li>Assisting in the preparation of fee proposals to clients, including scoping discussions, pitch materials, and internal engagement pricing committee memoranda</li>
<li>Performing other ad-hoc research, analytics, and support for the VOG team as required</li>
<li>Coordinating with internal administrative support teams to prepare engagement invoices and other compliance/end-of-engagement close out procedures</li>
</ul>
Qualifications:

The 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:
<ul>
<li>Authentic individual with high integrity, whose personal and professional values are consistent with Lincoln's Culture Statement (Excellence, Entrepreneurship, Integration, Collaboration, Integrity)</li>
<li>Assertive, articulate, and self-motivated, can manage multiple tasks and deadlines in a fast-paced environment</li>
<li>Strong collaborator who enjoys working in an entrepreneurial environment</li>
<li>Driven and ambitious professional who gains satisfaction from achieving personal and team goals</li>
<li>Ability to demonstrate good judgment and handle highly confidential information in a professional manner</li>
</ul>
Additional Qualifications:
<ul>
<li>Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)</li>
<li>Excellent understanding of financial statements analysis with the ability to work through key assumptions, implicit caveats, and limitations</li>
<li>Bachelor's degree in Finance, Accounting or Economics from top tier institution; Master's degree is preferred but not required
<ul><li>Strong academic record of 3.5 GPA or above (both undergraduate and graduate)</li>
</ul></li><li>Proficiency at financial modeling with advanced Microsoft Excel skills
<ul><li>Understanding of integrated cash flow modeling is preferred</li>
</ul></li><li>One year of professional experience in valuations, corporate finance, accounting, or related</li>
<li>Strong writing skills and experience with PowerPoint and Microsoft Word</li>
<li>Effective organizational skills and the aptitude to manage people and work products</li>
<li>Strong communication skills and experience interacting with teammates and clients</li>
<li>Active CPA and/or minimum of CFA Level I is preferred, but not required</li>
</ul>
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 $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.<div> 
Click here to view Lincoln International's Candidate Privacy Notices.</div></div>

Experienced Analyst, Portfolio Valuations

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