Associate - Business Valuation
About The Position
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. We are looking for an entry level valuation specialist who will assist with the development of sophisticated valuation analyses, using thorough and professionally written appraisal reports. We are a legacy company with a great opportunity for learning, development and career opportunities. The role will be reporting to the DFW/Southlake office.
Requirements
- 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)
Nice To Haves
- Familiarity with financial tools and databases such as S&P Capital IQ, DealStats, Bloomberg, Thomson Reuters Eikon, or Federal Reserve data is preferred
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
51-100 employees
