Experienced Analyst, Transaction Opinions & Board Advisory
$95,000–$105,000 year
HybridDallas, Texas, United States
Job Summary
Prepare, complete, and review financial models and sophisticated valuation analyses to support fairness and solvency opinions. Analyze SEC filings, investor presentations, and equity research to calculate trading multiples and build market-based valuation models. Research market data and transactional trends to synthesize insights for client pitches, white papers, and market perspectives. Assist in preparing client deliverables and discussion materials while maintaining proprietary valuation databases. Collaborate with senior officers and clients to align work streams with project timelines and prepare marketing materials for meetings. Work in-office Monday through Thursday with remote or office options on Fridays.
Required Qualifications
- 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
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.