Associate, Client Services

About the Role

Marshall & Stevens is a national valuation consulting firm that values businesses and business assets for mergers, acquisitions and divestitures, financing, financial accounting and federal tax reporting purposes. The Energy & Infrastructure Practice primarily values traditional and renewable energy generation and manufacturing assets.

Key Responsibilities

• Assist senior associates, managers and directors in developing valuation models, performing analytic research, and writing reports that are submitted to our clients.
• Collect, analyze, and correlate data for valuation analysis purposes; as well as perform ancillary analysis of economic, industry, and financial data.
• Maintain research data, files, and databases.
• Report writing is also part of the job responsibilities.

Requirements & Tech Stack

• U.S. work authorization is required.
• Proficient in Word and Excel.
• Bachelor’s degree with a concentration in Finance, Accounting or Business.

Qualifications

• Intermediate/advanced understanding of financial theory, business transactions, general accounting and federal tax issues.
• Possess analytical skills and have the willingness to learn and execute supportable analyses.
• Excellent verbal and written communication skills.
• Professional presence and a self-starter.
• Relationship focused (with team members).
• Valuation experience is a plus.
• Renewable energy industry knowledge is a plus.
• CFA, ASA candidacy is a plus.
• Recent graduates are encouraged to apply.