Associate

Marshall & Stevens IncSouthlake, TX
$70,000 - $75,000Onsite

About The Position

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)
  • 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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