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40 valuation associate jobs at 21 companies in San Jose, CA

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Gift & Estate Valuation Associate
Princeton or Boca Raton or Boston or Braintree or Buffalo or Burlington or Columbia or East Brunswick or Houston or Nashville or New York City or Red Bank or Rochester or Saddle Brook or San Francisco or San Ramon or Seattle or Whippany or Philadelphia or Providence or Tysons Corner or Boca Raton or Orlando or San Diego or Los Angeles or Orange County or Portland
$65k-$90k/yr HybridFull Time
Withum
Withum: Professional services firm offering audit, tax, and advisory solutions.
1+ YOEBachelor's in a quantitative discipline,1-2 years relevant gift & estate valuation experience,proficiency in Excel,strong analytical,communication,and financial statement analysis skills,progress toward professional designations preferred.
Microsoft Excel
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4d
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Associate, Valuation
Palo Alto, California, United States
OnsiteFull Time
Bowery Valuation
Bowery Valuation: Tech-enabled commercial real estate appraisal and valuation services.
Bachelor’s degree in real estate, finance, economics, or a related field preferred but not required; strong analytical, communication, organizational, and critical-thinking skills; Microsoft Office proficiency; willingness to travel.
Microsoft Office Suite
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1d
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Senior Associate, Complex Securities Valuation
New York City or Los Angeles or Washington or Troy or Houston or Chicago or Grand Rapids or Baltimore or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Orange County or St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Cincinnati or Cleveland or Columbus or Cherry Hill or Tampa or Minneapolis or Salt Lake City or Jacksonville or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Omaha
$90k-$110k/yr OnsiteFull Time
BDO USA
BDO USA: Provides accounting, tax, and business advisory services to organizations.
2+ YOEBachelor's degree required; 2+ years in accounting, advisory, banking, or financial services preferred. Requires complex valuation, financial modeling, research, communication, and Microsoft Office proficiency.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Capital IQ, FactSet, SNL, Bloomberg, Intex, Moody’s Analytics, Crystal Ball, R, Python, Matlab, Stata, Octave, Mathematica, Monte Carlo, Lattice Models
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3mo
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Senior Associate, Complex Valuation
San Francisco or Santa Clara
OnsiteFull Time
KPMG
KPMG: Global professional services network providing audit, tax, and advisory.
2+ YOEMinimum 2 years relevant experience; bachelor\u0002s in quantitative field required (master\u0002s preferred); experience with stochastic models and valuing complex financial instruments; programming (VBA,C++,R,Python); strong communication.
Bloomberg, Fincad, Numerix, Matlab, Intex, VBA, C++, R, Python, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook
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2mo
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Experienced Associate, Portfolio Valuations
Chicago or New York or San Francisco or Atlanta or Dallas
$150k-$200k/yr HybridFull Time
Lincoln International
Lincoln International: Global investment banking advisory for middle-market transactions and private funds.
3+ YOEThree to five years valuations experience; CPA and/or CFA Level I preferred; strong financial modeling with Excel; writing and client interaction skills; degree in Finance, Accounting, or Economics.
Microsoft Excel, PowerPoint, Microsoft Word, DCF, LBO, Comparable analysis
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Associate, Net Lease Data Centers
San Francisco, California, United States
$125k/yr OnsiteFull Time
Eastdil Secured
Eastdil Secured: Global real estate investment bank offering advisory and brokerage services.
2+ YOE2-4 years transaction-oriented experience in investment banking, private equity, real estate, or similar; strong quantitative, financial modeling, valuation, underwriting, and communication skills.
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3w
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Equity Research Associate – FinTech
San Francisco or New York City
$160k-$200k/yr OnsiteFull Time
Financial Technology Partners
Financial Technology Partners: Investment banking and advisory services for fintech companies.
2+ YOEBachelor's in finance/accounting/economics,2+ years relevant experience,advanced financial modeling and valuation skills,proficiency in Excel and PowerPoint,ability to communicate with institutional clients.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, FactSet, Capital IQ
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1mo
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Corporate Development Associate
San Jose, California, United States
$120k-$243k/yr HybridFull Time
Hewlett Packard Enterprise
Hewlett Packard EnterpriseNYSE: HPE: Provides edge-to-cloud IT infrastructure and platform services.
2+ YOESupports acquisitions, divestitures, JVs, and investments; develops financial models, valuations, and due diligence; bachelor's degree required; typically 2+ years relevant experience with investment banking or corporate development; proficient in Excel and PowerPoint.
Microsoft Excel, Microsoft PowerPoint
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2w
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Corporate Development Associate
San Jose, California, United States
$107k-$143k/yr HybridFull Time
eBay
eBayNASDAQ: EBAY: Global online marketplace for buying and selling diverse products.
2+ YOEBA/BS required,2+ years experience in investment banking,corporate development,private equity or VC;strong valuation,financial modeling,due diligence,and presentation skills;ability to work hybrid in San Jose HQ.
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2w
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Fund Operations Associate, Accounting
San Francisco or Kingston or United States
RemoteFull Time
True Link Financial
True Link Financial: Provides financial services for vulnerable adults and their caregivers.
1+ YOE1–2 years fund accounting or investment operations experience, recent college graduate, strong Excel skills, experience with valuations, reconciliations, cash and transaction processing, and attention to detail.
Microsoft Excel
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3w
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Senior Associate, Growth Investing
San Francisco, California, United States
$225k/yr OnsiteFull Time
Bessemer Venture Partners
Bessemer Venture Partners: Invests in early and growth-stage technology companies globally.
3+ YOE3+ years experience in banking, consulting, PE, growth equity, startups, or VC; strong financial modeling, valuation, company analysis, relationship building, and willingness to travel and work long hours.
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1mo
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HP Corporate Development Associate
Palo Alto, California, United States
OnsiteFull Time
HP
HPNYSE: HPQ: Manufacturer of personal computers, printers, and imaging devices.
2+ YOEBachelor's degree in business/finance,2+ years in investment banking/corporate development/PE,advanced financial modeling and valuation skills,proficiency in Excel and PowerPoint,strong analytical and communication skills.
Microsoft Excel, Microsoft PowerPoint
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2mo
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Investment Banking Associate 2026
San Francisco, California, United States
$175k-$200k/yr OnsiteFull Time
Union Square Advisors
Union Square Advisors: Provides technology-focused investment banking and M&A advisory services.
3+ YOE3+ years in investment banking or capital markets, strong financial modeling and valuation skills, Excel/PowerPoint proficiency, bachelor's degree required; MBA preferred for some candidates, excellent communication and client skills.
Microsoft Excel, PowerPoint
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1mo
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HP Corporate Development Associate
Palo Alto, California, United States
$105k-$162k/yr OnsiteFull Time
HP
HPNYSE: HPQ: Manufactures personal computers, printers, and 3D printing hardware.
2+ YOE2+ years experience in investment banking/corporate development/PE, bachelor’s in business/finance, advanced financial modeling and valuation, Excel/PowerPoint proficiency, strong analytical and communication skills, experience integrating AI tools.
Microsoft Excel, Microsoft PowerPoint
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1mo
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HP Corporate Development Associate
Palo Alto, California, United States
$105k-$162k/yr OnsiteFull Time
HP
HPNYSE: HPQ: Produces personal computers, printers, and related digital imaging products.
2+ YOEMinimum 2 years experience in investment banking, corporate development, private equity or transaction services; bachelor\u0002s in business/finance; advanced financial modeling, valuation, Excel and PowerPoint skills; strong communication and analytical judgment.
Microsoft Excel, Microsoft PowerPoint
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3w
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Associate - Tax Credit Investments
Las Vegas or Denver or San Francisco
HybridFull Time
KeyState
KeyState: Provides investment, insurance, and tax-efficient structures for community banks.
2+ YOEBachelor's preferred,2+ years in energy project finance,strong financial modeling and valuation skills,high proficiency with Microsoft Excel and Office,effective communicator,ability to manage deadlines and collaborate.
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Claude, Copilot
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2w
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Analyst/Associate, Complex Securities
San Francisco or Arvada
$70k-$100k/yr OnsiteFull Time
Valuation Research Corporation
Valuation Research Corporation: Provides independent valuation and financial advisory services globally.
0+ YOE0-2 years valuation or financial analysis experience; Bachelor's/Master's in Finance/Accounting/Economics; Excel proficiency; programming in Python/R/MATLAB a plus; progressing toward CFA; U.S. work authorization required.
Microsoft Excel, Python, R, MATLAB
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1mo
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Corporate Development Associate - Digital Infrastructure M&A
San Francisco or San Jose
$191k-$255k/yr HybridFull Time
Lambda
Lambda: Provides high-performance GPU cloud infrastructure for AI development.
4+ YOE4+ years M&A experience (investment banking, PE, or corporate development) with focus on data centers/digital infrastructure, strong financial modeling and valuation, due diligence, and executive communication skills.
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2mo
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Experienced Associate – Investment Banking, Infrastructure
New York or Chicago or Boston or Atlanta or San Francisco or Houston
$175k-$200k/yr HybridFull Time
Guggenheim Partners
Guggenheim Partners: Provides global investment banking and asset management services.
1+ YOEBachelor's degree required; core modeling and valuation experience in a professional setting; 1-2 years relevant experience for MBA hires; must obtain SIE, Series 79 and Series 63 within 150 days; strong analytical, communication, and process management skills.
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2w
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Senior Trade Advisory Associate, Post-Entry
Atlanta or Bellevue or Chicago or Dallas or Denver or Los Angeles or New York City or San Francisco
$85k-$110k/yr OnsiteFull Time
Flexport
Flexport: Digital platform for managing global freight and logistics.
2+ YOEBachelor's degree required; 2+ years trade or professional services experience; licensed customs broker desired; strong writing, interpersonal, data analytical skills; Microsoft Office and ACE portal experience; knowledge of classification, valuation, and trade regulations.
Microsoft Office, ACE portal, Google equivalents
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