Associate

Management Planning Inc • Princeton, NJ

3h • Hybrid

About The Position

We are seeking an individual with a bachelor’s degree in finance, accounting or economics. This role requires assisting team members with business valuation projects for holding companies and operating companies across a variety of industries for purposes including gift and estate tax, financial reporting and litigation. The ideal candidate is a motivated professional seeking to build a career in business valuation, with a strong academic foundation, demonstrated leadership capabilities and excellent communication skills. Effective candidates must be organized, detail-oriented and committed to continuous learning and professional growth.

Requirements

• Minimum bachelor’s degree in finance, accounting or economics
• 0-2 years of professional working experience
• Pursuing certifications relevant to financial analysis (CFA) and/or business valuation (ASA, ABV, CVA)
• Proficiency in financial modeling using Microsoft Excel
• Strong skills in time management, project management/organization, problem solving, attention to detail, notetaking and written and verbal communication
• Demonstrated ability to work independently, manage multiple projects and priorities under strict deadlines and work well with various team members

Responsibilities

• Organize client source documents
• Populate various models
• Pull market and industry data from various databases
• Conduct extensive economic and industry research
• Analyze financial data of private and public companies
• Present valuation results and work product to other team members
• Write limited sections of valuation reports
• Take effective and well-organized notes to accurately capture key information for other team members
• Oversee interns to ensure their career progression through on-the-job training

What This Job Offers

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