Associate, Client Services

Marshall & Stevens Inc • Cranbury Township, NJ

13d • $75,000 - $85,000

About The Position

Marshall & Stevens is a 93-year-old independent, national valuation consulting firm known for our client focus and quality-driven culture. We specialize in valuing businesses, securities, and assets for a range of purposes including financial and tax reporting, transactions, and litigation support. Join us for an entrepreneurial, client-focused environment where your contributions are valued.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business
• 2-4 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.

Nice To Haves

• MBA preferred.
• Certifications: CFA, ASA, CPA, or ABV preferred.

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.
• Work directly with clients, attorneys, auditors, and investment professionals to support valuation engagements.
• Mentor and train junior associates, helping develop their technical and analytical skills.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level