Associate

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work?

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets.

The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

As an Associate, you will play a key role in supporting valuation engagements from initiation to final reporting. You will work across diverse industries and asset types, collaborating with senior professionals to analyze financial data, develop valuation models, and deliver insights for litigation, transaction advisory, and strategic decision-making.

Job Responsibilities

• Review and evaluate detailed financial statements and financial data (statements of revenue and expense, forecasts and budgets, production reports, etc.) to create a comprehensive analysis.
• Create Excel schedules using financial information provided, which will be used in the measurement of business interruption losses.
• Review detailed invoices and purchase orders, organize supporting documentation, and input data to track costs incurred.
• Analyze revenue and expenses to create projection models.
• Assist in inputting financial data and organizing large amounts of financial data—both paper and electronic—to be used in the valuation of companies.
• Proofread and perform mathematical checks of reports and schedules.
• Communicate results of analysis to supervisors and/or clients.
• Attend client meetings (telephone, online, or in person) and communicate findings to clients and team members.
• Assist with other assignments ranging from unusual insurance claim-related matters to various litigation projects.
• Attend client marketing functions and events.

Key Responsibilities

• Perform valuations of businesses, equity interests, intangible assets, and intellectual property using DCF, market multiples, and asset-based approaches.
• Analyze financial statements, forecasts, budgets, and operational metrics to support valuation conclusions.
• Build and audit complex Excel-based financial models.
• Prepare valuation reports and presentations for clients, legal teams, and internal stakeholders.
• Stay informed on valuation standards, industry trends, and relevant legal rulings.

Required Qualifications

• Bachelor’s degree with a major in accounting, finance, business or economics.
• Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.
• Excellent in written and spoken English.

Preferred Qualifications

• Bachelor’s or master’s degree in finance, accounting, economics, or a related discipline.
• 1–3 years of experience in valuation, investment banking, corporate finance, or related fields.
• Preferred: MBA, CFA Level I/II, or semi-qualified CA.
• Strong Microsoft Excel skills with ability to do VLOOKUP, pivot tables, and advanced formulas.
• Advanced proficiency in Microsoft Excel; familiarity with valuation platforms (e.g., BVR, Duff & Phelps Navigator) is a plus.
• Strong attention to detail with excellent reconciliation and cross-checking skills.
• Ability to interpret complex financial data and manage multiple priorities in a fast-paced environment.
• Preferred: knowledge of Power BI, Abby, Valid8, and other extraction and analytical tools.
• Strong written and verbal communication skills, as well as presentation skills.
• Must be adaptable and open to handling a variety of tasks.

Additional Information

We welcome applications from individuals with disabilities. If you are an individual with a disability and would like to request a reasonable adjustment in relation to any of the above, please email [email protected] and include “Applicant Adjustment” within the subject line with your request and contact information.

Some of the Benefits We Have Include

J.S. Held understands all of our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs.

• Our flexible work environment allows employees to work remotely when needed
• Generous Annual Leave Policy
• Comprehensive Medical Insurance

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.

Please explore what we’re all about at www.jsheld.com.

EEO and Job Accommodations

We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!

J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.