Valuation Associate: Complex Instruments & Reports

CFA Institute; Chicago (IL); On-site; USD 71,000 - 93,000; Full time

Job summary

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice in Chicago, IL. You will support a variety of valuation engagements involving closely held businesses, equity interests and complex financial instruments.

As part of a collaborative team, you will develop valuation models, analyze financial data, and prepare client-ready reports while contributing to best practices and methodologies within the practice.

Qualifications

• Bachelor's degree completed by December 2026.
• CFA, ASA, CVA or ABV candidacy a plus.
• Outstanding academic performance required, GPA 3.0 or above.
• Relevant internship or work experience and/or professional involvement.
• Ability to travel for client projects.
• Authorized to work in the United States without visa sponsorship.

Responsibilities

• Support valuation analyses and reports for financial reporting, tax compliance, transaction and advisory purposes.
• Perform valuations of business enterprises, equity interests, assets and liabilities.
• Develop valuation models using income, market and asset-based approaches.
• Analyze financial statements, forecasts and other data.
• Conduct industry, economic, market and company-specific research.
• Assist with valuation of complex instruments and ownership interests.
• Collaborate with clients and teams to gather and evaluate information.
• Prepare well-supported valuation documentation and client-ready reports.
• Contribute to valuation methodologies, market data and accounting considerations.
• Contribute to ongoing enhancement of the Valuation practice’s processes and tools.

Skills

Teamwork

Communication skills

Analytical thinking

Education

Bachelor's degree in finance, accounting, economics or related field

Job description

Baker Tilly is seeking a Valuation Associate to join our growing Valuation practice in Chicago, IL. You will support a variety of valuation engagements involving closely held businesses, equity interests and complex financial instruments.

As part of a collaborative team, you will develop valuation models, analyze financial data, and prepare client-ready reports while contributing to best practices and methodologies within the practice.