Associate/Senior Associate, Transaction Advisory Services – Financial Services Valuation

Ankura

Financial Services Associate/Senior Associate handling valuations. Involves various valuation methodologies and client relationship oversight at Ankura.

Posted 6/25/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $65,000 - $155,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial statement analysisvaluation approachesmarket approachsales comparison approachincome approachasset approachcost approachminority interest discountsintangible asset valuationsquantitative methods

Soft Skills

client relationship managementproject oversightanalytical skillsattention to detailcommunication skills

Certifications & Qualifications

ASACVACPACFA

Industry Keywords

bank valuationsfinancial reportinginsurance brokeragespecialty financemortgage bankingC-corporationsS-corporationspartnershipssole proprietorshipsdiscounts for lack of marketability

About the role

Key responsibilities & impact

Oversight of ongoing projects and client relationships
Valuation approaches and methodologies including: Market approach, Sales comparison approach, Income approach, Asset approach, Cost approach
Financial statement analysis including ratio, common-sized, and trend analyses
Minority interest discounts/control premiums
Discounts for lack of marketability including restricted stock studies, pre-IPO studies, and other quantitative methods
Intangible asset valuations, entity valuation issues regarding C-corporations, S-corporations, partnerships, sole proprietorships

Requirements

What you’ll need

1+ year of experience with direct experience in performing bank valuations for financial reporting purposes.
Undergraduate degree required, emphasis in Finance, Accounting or Economics preferred
Valuation experience in other segments of financial services such as: insurance brokerage, specialty finance and mortgage banking a plus
Progress towards achievement of ASA, CVA, CPA, and/or CFA designation is a plus
Willingness to travel as needed (less than 25%)
Must be authorized to work in the United States now and in the future without sponsorship.

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Professional development opportunities