Associate - Business Valuation jobs in United States
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Marshall & Stevens · 1 month ago

Associate - Business Valuation

positionSouthlake, TX
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$65K/yr - $75K/yr

Marshall & Stevens is a growing financial services firm with a collaborative culture. They are seeking an entry level valuation specialist to assist in developing sophisticated valuation analyses and professionally written appraisal reports.

ConsultingFinancial Services

Responsibilities

Research and analyze economic issues, market conditions, and industry trends to support valuation work
Gather, input, and analyze financial, economic, and accounting data
Prepare financial and quantitative models
Draft reports, white papers, trial exhibits, and presentation materials
Develop valuation and financial models, written reports, and presentations relating to businesses and business interests across various industries

Qualification

Financial modelingMarket researchMicrosoft ExcelProfessional certificationsFinancial tools familiarityWritten communicationVerbal communicationAttention to detailCritical thinking

Required

A Bachelor's degree in Finance, Economics, Accounting, or a related field (advanced degree a plus). Recent graduates are encouraged to apply!
Strong financial modeling and market research skills; exposure to advanced methods (Monte Carlo simulations, Black-Scholes) is a plus
Proficiency in Microsoft Excel and PowerPoint, with the ability to manage and analyze large datasets accurately
Excellent written and verbal communication skills, with the ability to explain complex concepts clearly
A strong commitment to accuracy, attention to detail, and critical thinking
Candidate for or intending to pursue professional certifications (CFA, ASA, CPA, ABV, CVA, or CFF)

Preferred

Familiarity with financial tools and databases such as S&P Capital IQ, DealStats, Bloomberg, Thomson Reuters Eikon, or Federal Reserve data

Company

Marshall & Stevens

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Marshall & Stevens is a provider of independent, credible valuation and financial advisory services to clients by an professional staff.
dateFounded in 1932
location
Los Angeles, California, USA
people-size201-500 employees
web-link
http://www.marshall-stevens.com

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Lafayette Square
2026-01-06Acquired
2024-02-07Debt Financing

Leadership Team

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Chris Monjoy
Chief Financial Officer
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Recent News

PR Newswire
Coalesce Capital Announces Majority Investment in Marshall & Stevens, a Leader in Independent Valuation
2026-01-06
PE Hub
Coalesce invests in advisor Marshall & Stevens
2026-01-06
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Innovation Beverage Group Enters into Letter of Intent for Potential Merger with BlockFuel Energy, Inc.
2025-09-23
Company data provided by crunchbase