Experienced Associate, Portfolio Valuations

Lincoln International
  • Posted On: 2026-08-14 19:41:30
  • Openings: 10
  • Applicants: 0
Job Description
Duties & Responsibilities:
Lincoln International is seeking an Associate to join our rapidly growing Valuations & Opinions Group. Successful candidates have strong cognitive and interpersonal abilities, want to develop their professional and personal skills and are motivated by the prospect of building a leading valuations practice.
The Associate position at Lincoln International involves interacting closely with the firm s senior bankers and clients senior executives. Our Associates are heavily involved in every aspect of a valuation and ultimately, master the ability to execute a valuation from start-to-finish. In addition, Associates are expected to contribute to Analysts development and support new business development efforts.
The Associate position within the Valuations & Opinions Group provides an excellent opportunity to become an expert in 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.
Key Responsibilities:
  • Preparing, completing, and reviewing financial models and sophisticated valuation analyses
  • Writing and reviewing valuation reports and presentations
  • Coordinating recurring valuation projects with team members including providing oversight to analysts
  • Interacting with clients and preparing deliverables
  • Maintaining proprietary valuation databases
  • Tracking the capital markets and analyzing any changes within the markets
  • Preparing marketing materials for meetings with potential clients
  • Supporting the senior members of the Valuations & Opinions Group
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. Interested candidates should meet the following requirements:
  • Excellent analytic foundation with advanced understanding of financial statements and various valuation methodologies (DCF, LBO, comparable company analysis, etc.)
  • 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
  • Three to five years of professional experience in portfolio valuations
  • Bachelors degree in Finance, Accounting or Economics from top tier institution; strong academic record (both undergraduate and graduate)
  • Minimum CFA Level I is preferred, but not required.
Click here to view Lincoln Internationals Candidate Privacy Notices.
More Info
Full Time
o
Not Disclosed
English
Not Disclosed
Education
Any Graduate
Not Disclosed
Required Skills
Financial Statements Excel Senior Executive Market intelligence Genetics investment banking Microsoft Mergers and acquisitions

Contact Details
Lincoln International
+91 987654567
Indiacareers@lincolninternational.com
  • Experience5 years
  • Salary Above 10 LAKHS ANNUALLY
  • Location for Hiring Mumbai
  • Apply Now
Latest Job

Similar Jobs

Vice President, Portfolio Valuations
Lincoln International
  • 6+ years
  • Mumbai
  • 3 Hours
  • 6+ years
  • Mumbai
  • 3 Hours
Portfolio Lead
PI Industries
  • 6+ years
  • Mumbai
  • 3 Hours
Portfolio Valuation - AM
Imaginators Try Going Beyond
  • 6+ years
  • Mumbai
  • 3 Hours
Portfolio Manager
Seven Consultancy
  • 3 years
  • Mumbai
  • 3 Hours