ZipRecruiter

Log In

1

Valuation Associate Jobs in Helotes, TX (NOW HIRING)

All JobsValuation Associate JobsValuation Associate Jobs in Helotes, TX

Valuation Associate information

See Helotes, TX salary details

$9

$17

$28

How much do valuation associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for valuation associate in Helotes, TX is $17.07, according to ZipRecruiter salary data. Most workers in this role earn between $12.79 and $17.74 per hour, depending on experience, location, and employer.

What is a valuation associate?

Valuation Associates are professionals who assist in determining the value of assets, businesses, or financial instruments for various purposes such as mergers and acquisitions, financial reporting, or tax compliance. They typically analyze financial statements, market trends, and economic data to provide accurate valuation reports. Valuation Associates often work in consulting firms, accounting firms, or investment banks and collaborate closely with senior team members to support client projects. Their work is essential for clients making informed financial and strategic decisions.

What are the key skills and qualifications needed to thrive as a valuation associate?

To thrive as a Valuation Associate, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and valuation principles, often supported by a degree in finance, accounting, or economics. Familiarity with valuation software like Excel, Bloomberg, or Capital IQ, and progress toward credentials such as the CFA or ASA, is typically expected. Outstanding attention to detail, critical thinking, and effective communication skills set top performers apart in this role. These skills ensure accurate valuations, clear client communication, and reliable support for investment or business decisions.

What are the typical challenges a valuation associate faces when working on complex financial models?

Valuation Associates often encounter challenges such as gathering reliable data for comparable company analyses, addressing inconsistencies in client-provided financials, and staying updated with evolving industry standards. They must balance tight deadlines with the need for accuracy, especially when building intricate financial models or justifying assumptions to clients and senior team members. Collaboration with colleagues in audit, tax, and advisory teams is common to ensure comprehensive and defensible valuation reports.

What is the difference between Valuation Associate vs Financial Analyst?

AspectValuation AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or ASA are a plusBachelor's degree in finance, economics, or related field; CFA preferred
Work EnvironmentTypically in valuation firms, consulting, or investment banks; focus on valuation projectsCorporate finance departments, investment firms, or banks; broader financial analysis tasks
Employer & Industry UsageUsed in valuation, M&A, and investment banking sectorsCommon across finance, corporate, and investment sectors
Comparison Search IntentValuation Associate vs Financial Analyst

Both roles require strong financial analysis skills and relevant certifications. Valuation Associates focus specifically on valuation projects, often in M&A or investment banking, while Financial Analysts have a broader scope, including budgeting, forecasting, and financial reporting. The roles overlap in skills but differ in scope and industry focus.

How much does a valuation associate make?

A valuation associate in New York typically earns between $60,000 and $90,000 annually, depending on experience, certifications, and the employer. Entry-level positions may start lower, while experienced associates with professional credentials like CVA or ASA can earn higher salaries. Compensation often includes bonuses and benefits aligned with industry standards.

Is valuation a good career path?

Valuation is a viable career path within finance and real estate, involving analyzing asset worth using financial models and data analysis tools. It offers opportunities for professional growth, certifications like CVA or ASA, and often requires strong analytical skills and attention to detail. The field can lead to roles in investment banking, asset management, or corporate finance.

What cities near Helotes, TX are hiring for Valuation Associate jobs?

Cities near Helotes, TX with the most Valuation Associate job openings:

Valuation Associate jobs near you
Infographic showing various Valuation Associate job openings in Helotes, TX as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $35,500 per year, or $17.1 per hour.

Senior Associate, Gift & Estate Valuation

San Antonio, TX • On-site

Marshall & Stevens Inc.
Finance and Insurance • 51 - 200 employees
Learn more about Marshall & Stevens Inc.external

$85 - $120/hr

Other

Posted 29 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Junior

Why You Want to Work With Us

Marshall & Stevens is a 93-year-old independent, national valuation consulting firm known for our client focus and quality-driven culture. We specialize in valuing businesses, securities, and assets for a range of purposes, including gift and estate tax planning, financial and tax reporting, transactions, and litigation support. Join us in an entrepreneurial, client-focused environment where your contributions are valued.

What This Role Will Do

As a Senior Associate specializing in Gift & Estate Valuation, you will participate in business valuation engagements to value operating companies, family limited partnerships, and privately held promissory notes. You will manage financial models, conduct complex analyses, and write clear, supportable valuation reports that meet IRS requirements.

You will be trained on and use best practice valuation methodologies and ensure high-quality client deliverables. This role requires a background in business valuation and/or financial modeling with excellent written communication skills. Marshall & Stevens provides opportunities for increased leadership and career growth as you gain experience.

Key Responsibilities
  • Execute business valuation engagements related to gift and estate tax transactions under the supervision of a manager or director.
  • Prepare valuations of closely held businesses, family limited partnerships, promissory notes, and other privately held investments.
  • Analyze and apply appropriate discounts for lack of control and lack of marketability using best practice methodologies.
  • Review and refine valuation analyses to ensure technical accuracy and compliance with professional standards.
  • Prepare and document valuation conclusions in a detailed valuation report and supporting documentation for gift and estate tax filings.
  • Research industry, economic, and company-specific factors affecting valuation conclusions.
  • Assist with responses to questions or requests from clients, auditors, tax authorities, and other stakeholders.
  • Mentor and train junior associates, helping develop their technical, analytical, and report-writing skills.
What Makes You Successful in This Role
  • Bachelor's degree in Finance, Accounting, Economics, or Business; MBA preferred.
  • Certifications such as CFA or ASA preferred but not required.
  • Two to five years of experience in business valuation, commercial lending, investment banking, or a related field.
  • Experience valuing closely held businesses, minority ownership interests, and other privately held assets for gift and estate tax purposes.
  • Advanced proficiency in financial modeling, valuation methodologies, and data analysis.
  • Ability to manage multiple projects and communicate directly with clients and professional advisors.
  • Strong attention to detail and the ability to prepare defensible valuation reports and supporting analyses.
Why You'll Love It Here

Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you'll have the opportunity to be part of a dynamic team shaping the future of the valuation and advisory services industry. If you're ready to make a significant impact, we'd love to hear from you!

#J-18808-Ljbffr

Apply