Associate, Client Services

Marshall & Stevens; Cranbury Township (NJ); On-site; USD 70,000 - 110,000; Full time

Job summary

This role focuses on business valuation, financial reporting, and transaction advisory, with opportunities for leadership and direct client interaction. A solid foundation in valuation and data analysis is essential, with a Bachelor’s in finance, accounting, economics, or business (MBA preferred).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business (MBA preferred).
• 1–2 years in business valuation, investment banking, or financial consulting.
• Advanced proficiency in financial modeling, valuation methods, and data analysis.

Responsibilities

• Manage and execute business valuation, financial modeling, and transaction-related valuation engagements.
• Review and refine valuation analyses prepared by associates to ensure technical accuracy.
• Conduct fair value assessments for financial reporting, tax planning, and M&A transactions.
• Oversee the preparation of valuation reports, fairness opinions, and solvency analyses.

Skills

Financial modeling

Valuation methodologies

Data analysis

Fair value reporting

Intangible asset valuation

Regulatory compliance

Client interaction

Team leadership

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business

MBA preferred

Tools

Excel

Job description

Why You Want to Work With Us

Marshall & Stevens is a 93-year-old independent, national valuation consulting firm known for our client focus and quality-driven culture. We specialize in valuing businesses, securities, and assets for a range of purposes including financial and tax reporting, transactions, and litigation support. Join us for an entrepreneurial, client-focused environment where your contributions are valued.

What This Role Will Do

As a Associate in Financial Valuation, you will lead valuation engagements by managing financial models, conducting complex analyses, and presenting findings to clients. You will supervise junior associates, review valuation methodologies, and ensure high-quality client deliverables. This role requires a strong foundation in business valuation, financial reporting, and transaction advisory, with opportunities for increased leadership and client interaction.

Key Responsibilities

• Manage and execute business valuation, financial modeling, and transaction-related valuation engagements.
• Review and refine valuation analyses prepared by associates to ensure technical accuracy.
• Conduct fair value assessments for financial reporting, tax planning, and M&A transactions.
• Oversee the preparation of valuation reports, fairness opinions, and solvency analyses. .

What Makes You Successful in This Role

• Bachelor’s degree in Finance, Accounting, Economics, or Business; MBA preferred.
• 1-2 years in business valuation, investment banking, or financial consulting.
• Advanced proficiency in financial modeling, valuation methodologies, and data analysis.
• Experience with fair value reporting, intangible asset valuation, and regulatory compliance.
• Ability to supervise junior staff, manage projects, and engage with clients.
• Strong presentation skills for communicating valuation results to senior stakeholders.

Why You’ll Love It Here

Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you’ll have the opportunity to be part of a dynamic team that is shaping the future of the valuation and advisory services industry. If you’re ready to make a significant impact, we’d love to hear from you!