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Senior ESOP Valuation & Advisory Associate

Job in Santa Ana, Orange County, California, 92725, USA
Listing for: Marshall & Stevens Inc
Full Time position
Listed on 2026-08-20
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
Salary/Wage Range or Industry Benchmark: 85000 - 105000 USD Yearly USD 85000.00 105000.00 YEAR
Job Description & How to Apply Below

Marshall & Stevens Inc., a leading independent valuation firm, is seeking an Associate or Senior Associate in ESOP Valuation & Advisory in Santa Ana, CA. You will analyze privately held interests in ESOP transactions, build and interpret financial models, and support client presentations.

The role grows toward project management, client leadership, and business judgment as you gain experience; a Bachelor's in Finance, Business, Accounting, or Economics is required, with 1–4 years in valuation or

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Position Requirements
10+ Years work experience
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