Valuation Associates serve as members of various client service teams and are exposed to diverse industries and types of companies/assets. The Valuation Services group performs valuations of closely held companies, intangible assets, derivatives, and other assets/liabilities for tax and financial statement reporting, mergers and acquisitions, strategic planning, and other purposes.

Associate responsibilities include:

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  Perform company, industry, and market research;
• Produce spreadsheet modeling;
• Perform financial analysis;
• Write reports;
• Manage data inventory;
• Participate in client discussions; and
• Receive formal training related to Valuation, on the job training, direct feedback from industry leaders, and the opportunity to pursue additional training through internal and external resources.

• Bachelor’s degree in Accounting, Finance, Economics, or another related field that would provide a strong background for qualitative and quantitative reasoning (Preferred)
• Minimum GPA 3.0
• Strong organizational skills and ability to manage competing priorities;
• Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment;
• Ability to interact with various levels of client and firm management through both written and verbal communication; and
• Proficient use of technology.