Advisory Associate, Valuation & Capital Market Analysis, Business Valuation - September 2026 (New York)

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New York, NY, USA
In-Office
70K-90K Annually
Entry level
Fintech • Payments • Financial Services
The Role
Perform company, industry, and economic research; analyze financial statements; build valuation models and cash flow forecasts; prepare exhibits, memos, and narrative reports; support project delivery and client meetings while ensuring quality control of work products.
Summary Generated by Built In

Job Summary:

The Valuation & Capital Market Analysis Associate is responsible for utilizing previously obtained educational background, along with established organizational and project management skills to successfully service clients of the Valuation & Capital Market Analysis group.  In this role, the Associate will work within a team environment to actively assist in the analysis and resolution of client matters while taking direction and receiving guidance from experienced staff and management members.   The Associate will be involved in all stages of client management including construction of valuation modeling, completion of industry and client research and analysis of financial statements. 

Job Duties:

  • Performs company, industry, and economic research
  • Performs benchmark analyses and assists with analytical tasks and projects
  • Analyzes financial statements
  • Constructs valuation models 
  • Assesses operational profitability and financial conditions
  • Develops and reviews cash flow forecasts
  • Navigates public company databases and filings
  • Documents and ensures quality control of work product for assigned clients
  • Composes appropriate narrative reports to support valuation analyses  
  • Develops exhibits and memos to illustrate complex issue
  • Assists with project preparation and delivery
  • Participates in external and internal client meetings
  • Other duties as required

Supervisory Responsibilities:

  • N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

  • Bachelor’s degree in Business Administration, Accounting, Economics, or Finance OR an MBA degree, required

Experience:

  • Experience (internship or work study) in valuation, corporate finance, or accounting environment, preferred  

License/Certifications:

  • N/A

Software:

  • Proficient in the use of Microsoft Office Suite, specifically Excel, required 

Language:

  • N/A

Other Knowledge, Skills, & Abilities:

  • Excellent verbal and written communication skills
  • Superior analytical skills with the ability to deconstruct complex issues 
  • Intermediate or higher spreadsheet understanding and computer adaptability
  • Ability to analyze and organize high volumes of data
  • Solid organizational skills especially ability to meet project deadlines with a focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously 
  • Ability to successfully interact with professionals at all levels


Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

California Range:  $85,000 - $90,000
Colorado Range:  $73,000 - $77,000
Illinois Range:  $78,000 - $82,000
Maryland Range:  $83,000 - $87,000
Massachusetts Range:  $83,000 - $87,000
Minnesota Range:  $70,000 - $82,000
New Jersey Range:  $78,000 - $82,000
NYC/Long Island/Westchester Range:  $75,000 - $87,000
Washington Range:  $78,000 - $80,000
Washington DC Range:  $83,000 - $87,000

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!

*Benefits may be subject to eligibility requirements.

Equal Opportunity Employer, including disability/vets
Click here to find out more!

Skills Required

  • Bachelor's degree in Business Administration, Accounting, Economics, or Finance OR an MBA degree
  • Experience (internship or work study) in valuation, corporate finance, or accounting environment
  • Proficient in Microsoft Office Suite, specifically Excel
  • Excellent verbal and written communication skills
  • Superior analytical skills with ability to deconstruct complex issues
  • Intermediate or higher spreadsheet understanding and computer adaptability
  • Ability to analyze and organize high volumes of data
  • Solid organizational skills with ability to meet project deadlines and focus on details
  • Ability to successfully multi-task while working independently or within a group environment
  • Ability to work in a deadline-driven environment and handle multiple projects simultaneously
  • Ability to successfully interact with professionals at all levels

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The Company
HQ: Brussels
64,933 Employees

What We Do

BDO is the leading provider of professional services within the mid-tier of our profession. We are proud to deliver seamless client service, from 1658 offices in 167 countries, across the world. Our 91K+ professionals continuously transform our approach by embracing future-oriented technology and focusing on quality. Strategic decisions and investments made in recent years have further equipped the organisation with the global infrastructure and innovative solutions needed to deliver long-term value for our clients. As a purpose-driven organisation, we do better

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