Valuation Associate: Lead Engagements & Client Insights

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

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).