Valuation Associate: Lead Modeling & Client Deliverables

Marshall & Stevens Inc; Cranbury Township (NJ); On-site; USD 75,000 - 85,000; Full time

Job summary

Marshall & Stevens is seeking an Associate in Financial Valuation to lead valuation engagements by managing financial models, conducting 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.

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 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.

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

Client engagement

Project supervision

Presentation skills

Fair value reporting

Intangible assets valuation

Regulatory compliance

Education

Bachelor's degree

MBA preferred

Job description

Marshall & Stevens is seeking an Associate in Financial Valuation to lead valuation engagements by managing financial models, conducting 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.