Associate, SBA Team

Marshall & Stevens Inc.; New Jersey; On-site; USD 60,000 - 90,000; Full time

Job summary

Marshall & Stevens Inc. is hiring an Associate, SBA Team in a remote-capable junior role in Cranbury, NJ. The full-time position supports valuation engagements, financial modeling, industry research, and client deliverables.

You will work with senior professionals on appraisals across industries, develop client presentations, and gain hands-on experience in business valuation, equity & debt valuation, and financial statement analysis.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• 1–3 years in business valuation, financial analysis, or related fields.
• Proficiency in financial modeling and valuation techniques.
• Strong knowledge of Excel, financial databases, and valuation software.
• Analytical & Research Skills: ability to analyze large datasets, assess financial trends, and interpret valuation results.
• Communication: strong written and verbal communication skills, with the ability to present financial data clearly.

Responsibilities

• Assist in business valuations, equity & debt valuations, and intangible asset appraisals.
• Develop financial models and valuation analyses using discounted cash flow (DCF), market multiples, and precedent transactions.
• Conduct economic and industry research to support valuation conclusions.
• Analyze financial statements, tax filings, and company performance for valuation purposes.
• Prepare valuation reports, client presentations, and supporting documentation.
• Collaborate with senior valuation professionals to execute client engagements.

Skills

Financial modeling

Valuation techniques

Analytical & Research Skills

Communication skills

Education

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

Tools

Excel

Financial databases

Valuation software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate, SBA Team

Full Time Junior Cranbury, NJ, US

Location: Remote (New Jersey)

Why You Want To Work For Us

At Marshall & Stevens, we are building something special. As a growing financial services firm with 200+ employees across the United States, we believe in collaboration, innovation, and the impact every individual can make. You’ll be part of a team that values transparency, career growth, and building a culture of ONE.

What This Role Will Do

As an Analyst in Financial Valuation, you will support valuation engagements by conductingfinancial modeling, industry research, and valuation analysisfor various financial reporting, tax, and transaction-related purposes. You will work closely with senior professionals to applyvaluation methodologies, developclient presentations, and ensure high-quality deliverables. This role provides hands-on experience inbusiness valuation, equity & debt valuation, and financial statement analysis, helping to develop expertise in valuation across multiple industries.

Key Responsibilities

• Assist inbusiness valuations, equity & debt valuations, and intangible asset appraisals.
• Developfinancial models and valuation analysesusingdiscounted cash flow (DCF), market multiples, and precedent transactions.
• Conducteconomic and industry researchto support valuation conclusions.
• Analyzefinancial statements, tax filings, and company performancefor valuation purposes.
• Preparevaluation reports, client presentations, and supporting documentation.
• Collaborate withsenior valuation professionals to execute client engagements.

What Makes You Successful in This Role

• Bachelor’s degree inFinance, Accounting, Economics, or Business.
• 1-3 years inbusiness valuation, financial analysis, or related fields.
• Proficiency infinancial modeling and valuation techniques.
• Strong knowledge ofExcel, financial databases, and valuation software.
• Analytical & Research Skills:Ability toanalyze large datasets, assess financial trends, and interpret valuation results.
• Communication:Strong written and verbal communication skills, with the ability topresent financial data clearly.

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!