Business Valuations Associate - NYC

Associate - Business Valuation

A leading global advisory firm is seeking an Associate to join its growing Business Valuation practice. The team operates in a hybrid environment, with employees expected to be in the office two days per week.

Role Overview

The Associate will play a key role in executing valuation engagements for a variety of purposes, including financial reporting, tax planning, transaction support, strategic planning, litigation support, and fairness opinions. Associates work closely with senior team members and clients, gaining exposure to a broad range of industries and complex valuation assignments.

Key Responsibilities

• Perform detailed financial analysis and evaluate historical and projected business performance.
• Build and review valuation models utilizing methodologies such as discounted cash flow (DCF), guideline public company, precedent transaction, and other accepted valuation approaches.
• Analyze management forecasts, financial statements, budgets, and operational data.
• Conduct industry, market, economic, and company-specific research to support valuation conclusions.
• Identify and analyze comparable public companies and relevant market transactions using financial databases and research tools.
• Prepare valuation reports, client presentations, and supporting analyses.
• Assist in responding to client, auditor, and other third-party inquiries related to valuation methodologies and conclusions.
• Participate in management interviews, client meetings, and due diligence discussions.
• Support engagement management, including workflow coordination, project tracking, and communication with internal teams and clients.
• Assist with business development initiatives, proposal preparation, and pitch materials.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field with a strong academic record.
• Approximately 2-5 years of experience in business valuation, valuation advisory, investment banking, transaction advisory, corporate finance, or a related field.
• Strong understanding of business valuation methodologies, including discounted cash flow analysis, guideline public company analysis, and precedent transaction analysis.
• Advanced financial modeling and Excel skills; proficiency in PowerPoint and Word required.
• Experience preparing valuation reports and client-facing deliverables preferred.
• Excellent analytical, communication, writing, organizational, and project management skills.
• Progress toward or interest in professional designations such as CFA, CPA, ASA, or ABV is preferred.
• Ability to manage multiple engagements in a fast-paced, deadline-driven environment.
• High level of professionalism, integrity, and attention to detail.
• Visa sponsorship is not available.