careers

Whether you’re an experienced professional or just embarking on your career, consider a career opportunity with Marshall & Stevens. With offices all over the USA, your opportunities with us are virtually unlimited.

You will constantly learn and develop your skills in an atmosphere of collaboration and teamwork, and work with some of the top companies in the nation. In the last decade, we have worked directly with 70 percent of the current Fortune 100, 45 percent of the current Fortune 500, 64 percent of the top 25 law firms, 50 percent of the top 100 laws firms, and 75 percent of the top 25 accounting firms.

Business Development, Valuation Services, Chicago OfficeBusiness Development, Valuation Services, Chicago Office

Business Development, Valuation Services, Chicago Office

Job Description 

BACKGROUND:     

Join a team of professionals that prides itself on client service, supportable consulting opinions, teamwork, an enjoyable work environment, professional development, and referral relationships from some of the top law, accounting and corporate entities in the US.

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent multi-disciplinary valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored enterprises in a variety of industries.

The great majority of Marshall & Stevens’ assignments are referred to us by trusted legal and accounting professionals as well as former clients.

Marshall & Stevens has several distinct valuation practices that work together seamlessly to provide valuable consulting services to corporate entities and investors regarding merger, acquisition and divestiture transactions as well as tax planning and reporting, insurance placement, collateral lending and investment, and dispute resolution.

Our practices include: Financial, Structured Finance, Machinery & Equipment, Real Estate, Cost Segregation, and Dispute Resolution and Litigation Support. Our professionals works collaboratively, across practices, as required, to meet the needs of our clients.

QUALIFICATIONS:       

We are looking for candidates with at least 10 years of professional experience in the finance, audit, tax, or legal services, financial consulting, accounting placement, development/fundraising, collateral lending, financing, or investment banking industries with an established book of business.

POSITION:                      

Work with Marshall & Stevens technical professionals and subject matter experts to secure valuation opportunities, scope assignments, prepare engagement letters and execute valuation consulting service agreements.

Promote Marshall & Stevens, our firm and its professionals to corporate, legal, audit, tax and investment professionals who use or refer clients for valuation services.

Serve as relationship manager for clients and referral sources you have procured for Marshall & Stevens.

Personally represent Marshall & Stevens to the public in such a way as to increase visibility and sales for Marshall & Stevens.

COMPENSATION:  

Base salary plus bonuses based upon performance

Generous benefits package including health, dental, vision, disability and 401K.

EDUCATION:   

Bachelor’s degree is required. A Master’s degree in a finance-related field (business, finance, accounting, tax, or economics), sales or marketing is preferable.

REQUIREMENTS:        

Legal US citizen or resident, with permission to work and travel in the US without the need for a sponsor.

Must have excellent English verbal and written communication skills.

STATUS:                          Exempt

 

LOCATION:   

Chicago Office

125 South Wacker Drive, Suite 850

Chicago, IL 60606

 

CONTACT:        

Please forward your resume and cover letter directly to Diana Dunham using the following email address: ddunham@marshall-stevens.com. For more information on Marshall & Stevens, please visit our website: www.marshall-stevens.com.

As of 10/23/2019

Business Development, Valuation Services, New York City OfficeBusiness Development, Valuation Services, New York City Office

Business Development, Valuation Services, New York City

Job Description 

BACKGROUND:     

Join a team of professionals that prides itself on client service, supportable consulting opinions, teamwork, an enjoyable work environment, professional development, and referral relationships from some of the top law, accounting and corporate entities in the US.

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent multi-disciplinary valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored enterprises in a variety of industries.

The great majority of Marshall & Stevens’ assignments are referred to us by trusted legal and accounting professionals as well as former clients.

Marshall & Stevens has several distinct valuation practices that work together seamlessly to provide valuable consulting services to corporate entities and investors regarding merger, acquisition and divestiture transactions as well as tax planning and reporting, insurance placement, collateral lending and investment, and dispute resolution.

Our practices include: Financial, Structured Finance, Machinery & Equipment, Real Estate, Cost Segregation, and Dispute Resolution and Litigation Support. Our professionals works collaboratively, across practices, as required, to meet the needs of our clients.

QUALIFICATIONS:       

We are looking for candidates with at least 10 years of professional experience in the finance, audit, tax, or legal services, financial consulting, accounting placement, development/fundraising, collateral lending, financing, or investment banking industries with an established book of business.

POSITION:                      

Work with Marshall & Stevens technical professionals and subject matter experts to secure valuation opportunities, scope assignments, prepare engagement letters and execute valuation consulting service agreements.

Promote Marshall & Stevens, our firm and its professionals to corporate, legal, audit, tax and investment professionals who use or refer clients for valuation services.

Serve as relationship manager for clients and referral sources you have procured for Marshall & Stevens.

Personally represent Marshall & Stevens to the public in such a way as to increase visibility and sales for Marshall & Stevens.

COMPENSATION:  

Base salary plus bonuses based upon performance

Generous benefits package including health, dental, vision, disability and 401K.

EDUCATION:   

Bachelor’s degree is required. A Master’s degree in a finance-related field (business, finance, accounting, tax, or economics), sales or marketing is preferable.

REQUIREMENTS:        

Legal US citizen or resident, with permission to work and travel in the US without the need for a sponsor.

Must have excellent English verbal and written communication skills.

STATUS:                          Exempt

LOCATION:   

New York Office

Empire State Building

350 5th Avenue, Suite 4320

New York, NY 10118

 

CONTACT:        

Please forward your resume and cover letter directly to Diana Dunham using the following email address: ddunham@marshall-stevens.com. For more information on Marshall & Stevens, please visit our website: www.marshall-stevens.com.

As of 08/02/2019

Financial Valuation Manager – Chicago OfficeFinancial Valuation Manager – Chicago Office

Financial Valuation Manager – Chicago Office

Marshall & Stevens’ Chicago office has an open position for a full-time Manager in its West Region Financial Valuation and Consulting Practice. The Financial Valuation professionals provide financial advisory services to privately held and publicly-traded companies. Services include the valuation of businesses enterprises, debt and equity securities, equity as compensation, contingent claims and intangible assets for financial and tax reporting, solvency and fairness opinions, ESOPs, merger and acquisition advisory and litigation support, among other purposes.

The Manager will report directly to the West Region Practice Leader and be responsible for the analysis, review and oversight of valuation engagements, adherence to technical standards and procedures, quality control, coordination with other practice areas including real estate and machinery & equipment appraisal, and training and mentoring of financial staff.

The successful candidate will have experience in the valuation of businesses enterprises, debt and equity securities, equity as compensation, contingent claims and intangible assets for financial reporting (ASC 350, 360, 718, 805, 820 and 852), tax compliance and reporting, solvency and fairness opinions, ESOPs, merger and acquisition advisory and litigation support, among other purposes. Valuation of complex securities and derivatives a plus.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

  • Act as Project Manager on specific assignments. Responsible for technical quality and client service, timely delivery of the report, professional performance, staff utilization and the profitability of the project.
  • Prepare analyses and reports in compliance with appropriate standards and best practices.
  • Ability to relate effectively with the client, his/her representatives and other professionals, including tax, audit and legal.
  • Understand and manage firm risk on projects. Understand purpose of assignment, represent M&S appropriately in front of clients and prospects, and notify sales staff when scope changes.
  • Provide sales support as required, including preparation of presentations.
  • Supervise, train and mentor Financial Staff and prepare performance reviews. 

QUALIFICATION REQUIREMENTS: 

  • Bachelor’s Degree in Accounting, Business, Finance or Economics.
  • Minimum of four years progressive experience at an independent valuation firm, investment bank, or the valuation practice of an accounting firm.
  • Certification from CFA or ASA is preferred but not a requirement.
  • Excellent analytical, research, financial modeling and project management skills.
  • Excellent verbal and written communication skills.
  • Proficient in Word and Excel.
  • Dedication to quality.
  • Strong leadership skills.

Marshall & Stevens is an independent, full service, national valuation consulting firm established in 1932. Practice areas include Financial Valuation, Real Estate Appraisal, Machinery & Equipment Appraisal, Structured Finance and Cost Segregation. M&S clients include Fortune 500 corporations, middle market and family-owned companies, private equity firms and their portfolio companies, law firms, lending institutions and governmental agencies.

M&S offers a competitive and comprehensive compensation package that rewards results. The business environment is entrepreneurial and client/quality focused; the firm is employee-owned.

Qualified candidates please send your resume to dkoch@marshall-stevens.com for review.

Financial Valuation Manager – New York City OfficeFinancial Valuation Manager – New York City Office

Financial Valuation Manager – New York City Office

Marshall & Stevens’ New York City Office has an open position for a full-time Manager in its West Region Financial Valuation and Consulting Practice. The Financial Valuation professionals provide financial advisory services to privately held and publicly-traded companies. Services include the valuation of businesses enterprises, debt and equity securities, equity as compensation, contingent claims and intangible assets for financial and tax reporting, solvency and fairness opinions, ESOPs, merger and acquisition advisory and litigation support, among other purposes.

The Manager will report directly to the West Region Practice Leader and be responsible for the analysis, review and oversight of valuation engagements, adherence to technical standards and procedures, quality control, coordination with other practice areas including real estate and machinery & equipment appraisal, and training and mentoring of financial staff.

The successful candidate will have experience in the valuation of businesses enterprises, debt and equity securities, equity as compensation, contingent claims and intangible assets for financial reporting (ASC 350, 360, 718, 805, 820 and 852), tax compliance and reporting, solvency and fairness opinions, ESOPs, merger and acquisition advisory and litigation support, among other purposes. Valuation of complex securities and derivatives a plus.

ESSENTIAL DUTIES AND RESPONSIBILITIES: 

  • Act as Project Manager on specific assignments. Responsible for technical quality and client service, timely delivery of the report, professional performance, staff utilization and the profitability of the project.
  • Prepare analyses and reports in compliance with appropriate standards and best practices.
  • Ability to relate effectively with the client, his/her representatives and other professionals, including tax, audit and legal.
  • Understand and manage firm risk on projects. Understand purpose of assignment, represent M&S appropriately in front of clients and prospects, and notify sales staff when scope changes.
  • Provide sales support as required, including preparation of presentations.
  • Supervise, train and mentor Financial Staff and prepare performance reviews. 

QUALIFICATION REQUIREMENTS: 

  • Bachelor’s Degree in Accounting, Business, Finance or Economics.
  • Minimum of four years progressive experience at an independent valuation firm, investment bank, or the valuation practice of an accounting firm.
  • Certification from CFA or ASA is preferred but not a requirement.
  • Excellent analytical, research, financial modeling and project management skills.
  • Excellent verbal and written communication skills.
  • Proficient in Word and Excel.
  • Dedication to quality.
  • Strong leadership skills.

Marshall & Stevens is an independent, full service, national valuation consulting firm established in 1932. Practice areas include Financial Valuation, Real Estate Appraisal, Machinery & Equipment Appraisal, Structured Finance and Cost Segregation. M&S clients include Fortune 500 corporations, middle market and family-owned companies, private equity firms and their portfolio companies, law firms, lending institutions and governmental agencies.

M&S offers a competitive and comprehensive compensation package that rewards results. The business environment is entrepreneurial and client/quality focused; the firm is employee-owned.

Qualified candidates please send your resume to lchinnici@marshall-stevens.com for review.

Senior Associate – New York Office – Financial Valuation PracticeSenior Associate – New York Office - Financial Valuation Practice

Senior Associate – New York Office

Senior Associate / Financial Valuation Practice

The Financial Valuation Practice of Marshall & Stevens is experiencing exciting growth focused on the valuations of privately held businesses, intangible assets, common and preferred stock, incentive units and convertible notes.  We perform these valuations for private equity firms, corporations, start-up companies, and law firms, among others, that primarily require these valuations for planning, financial reporting or advisory purposes.

Responsibilities

  • Preparation of financial statement analysis, financial forecasting, valuation models and report writing
  • Interact with other valuation groups on multi-discipline assignments
  • Assist managers, and directors in developing valuation models, performing analytic research and writing reports
  • Become an integral part of our existing New York office, which has valuation practices in Financial Valuation, Structured Finance, Litigation Support and Real Estate
  • Work out of our New York office and travel as necessary to service M&S clients and participate in M&S activities

Requirements

  • Bachelor of Finance, Accounting, Economics, or other related area of study
  • Master of Business Administration (preferred)
  • Two to four years of work experience in the areas of business valuation, intangible asset valuation
    and/or complex financial instruments
  • Experience with Option Pricing models, Monte Carlo simulation and Binomial Models
  • Excellent research, analytical and financial modeling skills
  • Proficient skills using Word, Excel, and PowerPoint required
  • Prior experience with Crystal Ball, Moody’s Analytics, and other industry software (preferred)
  • Must have excellent verbal and written communication skills
  • Must be a legal US citizen or Must be permitted to work and travel in the US without the need for a sponsor

Preferred Qualifications

  • CPA, AM, ASA, ABV, CFA credential or substantial progress toward achieving
  • Team Player
  • Ability to successfully multi-task while working independently or within a group environment

Please forward your resume and cover letter directly to Laura Chinnici  using the following email address: lchinnici@marshall-stevens.com. For more information on Marshall & Stevens, please visit our website: www.marshall-stevens.com

Company Information

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored entities in a great variety of industries.

Manager/Senior Manager, Structured Finance

Manager/Senior Manager, Structured Finance

Job Description

JOB TITLE:                             Manager/Senior Manager

PRACTICE:                            Structured Finance

For the past eight years, the Structured Finance practice at Marshall & Stevens has provided opinions of value for billions of dollars of project finance transactions, primarily in the renewable energy generation industry: solar, wind, biomass, geothermal, etc. We have also provided value opinions for conventional energy generation and distribution facilities, manufacturing plants, transportation and shipping assets.

The Structured Finance practice is one of seven practices within Marshall & Stevens: Financial, Healthcare, Machinery & Equipment, Real Estate, Cost Segregation, and Dispute Resolution and Litigation Support. Our professionals works collaboratively, across practices, as required, to meet the needs of our clients.

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored entities in a great variety of industries.

QUALIFICATIONS:

Ideally, the candidate for this position will have five to seven years of experience in the valuation of asset-intensive entities that are financed by a sale/leaseback or tax equity investment. Industry experience should include energy generation and distribution. Client relationships and sales experience is a plus.

SUMMARY:

Project manage and serve in a senior technical role within Marshall & Stevens (“M&S”) such that a high-quality and profitable product is always being delivered to our clients. Train, manage and be a resource to staff in the Chicago office and in other M&S offices. Personally represent M&S to the public in such a way as to increase visibility and sales for M&S.

EDUCATION:

Bachelor’s degree is required. A Master’s degree in a finance-related field (business, finance or economics) or a professional designation or certification such as an ASA or CFA is desired.

REQUIREMENTS:

Legal US citizen or resident, must be permitted to work and travel in the US without the need for a sponsor.

Must have excellent English verbal and written communication skills.

STATUS:                               Exempt

REPORTING:                       Managing Director, Structured Finance

SUPERVISION:                    Supervise valuation team on a project basis.

DUTIES:                               The essential duties are:

  1. Be able to provide and support valuations for the project financing of renewable energy generation enterprises.
  2. For assignments where you are serving as Project Manager or as directed, lead the performance of valuation services, including client interaction, valuation analyses and preparation of deliverables, as well as the efficiency and profitability of valuation engagements.
  3. Be prepared to support valuation analyses and deliverables against inquiry from developers, investors and lenders, accounting, legal and tax advisors, and others as may be required.
  4. Assist in training and monitoring valuation staff on M&S’ policies and procedures and on valuation methods, techniques, theories, and standards.
  5. Assist SF practice leadership in training SF practice staff.
  6. On some occasions, represent M&S at in-person and virtual meetings, as well as on calls and in correspondence with clients, potential clients, transactions advisors and other potential or current referral sources
  7. Participate in weekly backlog sessions and other calls and meetings as required.
  8. Be a part of the greater Chicago office and the national M&S efforts to provide services to our clients and to sell our services. Work out of our Chicago office, and travel as necessary to service M&S clients and participate in M&S activities.
  9. Other duties as assigned by M&S management.

 

OFFICE ASSIGNMENT:   Chicago office of Marshall & Stevens

125 South Wacker, Suite 850

Chicago, IL 60606

 

Please send your contact information and resume to resumes@marshall-stevens.com for consideration.

Financial Valuation Associate – Chicago OfficeFinancial Valuation Associate – Chicago Office

Marshall & Stevens Inc. 

 

Job Description

 

JOB TITLE: Financial Valuation Associate – Chicago Office      

DEPARTMENT: Structured Finance / Leasing Group

STATUS: Exempt

JOB FUNCTION:  Financial Valuation Analyst

REPORTS TO: Managing Director

 

SUMMARY:

Marshall & Stevens Incorporated, 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.

Our Chicago office has an opening for a full-time Associate in the Structured Finance/Leasing Practice.  The Structured Finance/Leasing Practice primarily values traditional and renewable energy generation and manufacturing assets. Since 2012, Team members have valued over $75 billion of electric generation facilities with approximately $45 billion being renewable energy facilities.

The Associate will be responsible for working with a team to analyze cost, market, and income approaches to value to support the fair market valuations of project assets for our clients.  Report writing is also part of the job responsibilities.

 

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.

 

QUALIFICATION REQUIREMENTS:

  • U.S. work authorization is required
  • 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
  • Proficient in Word and Excel
  • Professional presence and a self-starter
  • Relationship focused (with team members)

 

EDUCATION and/or EXPERIENCE:

  • Bachelor’s degree is necessary, with a concentration in Finance, Accounting or Business
  • Valuation experience is a plus
  • Renewable energy industry knowledge is a plus
  • CFA, ASA candidacy is a plus

 

Company Description:

A leader in professional consulting and financial valuation since 1932, Marshall & Stevens has grown to encompass corporate finance, transaction advisory, tax valuation, litigation support and restructuring advisory services. Our clients include many of the nation’s most distinguished corporations, institutions, and governmental agencies. Marshall & Stevens also serves the financial and valuation consulting needs of individual entrepreneurs, commerce and industry experts, health and educational institutions, land developers, taxing authorities, and foreign industries and governments around the world.  For more details, please visit us at www.Marshall-Stevens.com

 

Please submit your resume to dkoch@marshall-stevens.com

Financial Valuation Associate – New York City OfficeFinancial Valuation Associate – New York City Office

Marshall & Stevens Inc. 

 

Job Description

 

JOB TITLE: Financial Valuation Associate – New York City Office 

DEPARTMENT: Structured Finance / Leasing Group

STATUS: Exempt

JOB FUNCTION:  Financial Valuation Analyst

REPORTS TO: Managing Director

SUMMARY:

Marshall & Stevens Incorporated, 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.

Our NY office has an opening for a full-time Associate in the Structured Finance/Leasing Practice.  The Structured Finance/Leasing Practice primarily values traditional and renewable energy generation and manufacturing assets. Since 2012, Team members have valued over $75 billion of electric generation facilities with approximately $45 billion being renewable energy facilities.

The Associate will be responsible for working with a team to analyze cost, market, and income approaches to value to support the fair market valuations of project assets for our clients.  Report writing is also part of the job responsibilities.

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.

QUALIFICATION REQUIREMENTS:

  • U.S. work authorization is required
  • 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
  • Proficient in Word and Excel
  • Professional presence and a self-starter
  • Relationship focused (with team members)

 

EDUCATION and/or EXPERIENCE:

  • Bachelor’s degree is necessary, with a concentration in Finance, Accounting or Business
  • Valuation experience is a plus
  • Renewable energy industry knowledge is a plus
  • CFA, ASA candidacy is a plus

 

Company Description:

A leader in professional consulting and financial valuation since 1932, Marshall & Stevens has grown to encompass corporate finance, transaction advisory, tax valuation, litigation support and restructuring advisory services. Our clients include many of the nation’s most distinguished corporations, institutions, and governmental agencies. Marshall & Stevens also serves the financial and valuation consulting needs of individual entrepreneurs, commerce and industry experts, health and educational institutions, land developers, taxing authorities, and foreign industries and governments around the world.  For more details, please visit us at www.Marshall-Stevens.com

 

Please submit your resume to lchinnici@marshall-stevens.com

Financial Valuation Intern – Chicago OfficeFinancial Valuation Intern - Chicago Office

 Marshall & Stevens Inc.

 

 Job Description

 

JOB TITLE: Financial Valuation Intern

DEPARTMENT: Structured Finance / Leasing Group

STATUS: Non-Exempt                                                

REPORTS TO: Managing Director

JOB FUNCTION:  Financial Valuation Analyst

 

SUMMARY:

Marshall & Stevens Incorporated, 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.

Our Chicago office is seeking a part-time Structured Finance / Leasing Valuation Intern.  The Structured Finance / Leasing Practice primarily values electric generation, traditional and renewable energy and manufacturing assets.

The intern will be responsible for working with a team to analyze cost, market and income approaches to value to support the fair market valuation of project assets for our clients. Report writing is also required and part of the job responsibilities.

 

INTERNSHIP LEARNING GOALS:

The Structured Finance / Leasing Valuation Intern will be trained by and assist the Manager’s and Associates. One can expect to gain an understanding of the valuation of energy generation assets and corporate finance.

 

RESPONSIBILITIES:

  • Assist team members 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.

 

QUALIFICATION REQUIREMENTS:

  • U.S. work authorization is required
  • Intermediate/advanced understanding of financial theory, business transactions, general accounting issues and federal tax issues
  • Possess analytical skills and have the willingness to learn and execute supportable analyses
  • Excellent verbal and written communication skills
  • Proficient in Word and Excel
  • Professional presence and a self-starter
  • Relationship focused (with team members)
  • Approximately 16 – 20 hours per week 

 

EDUCATION and/or EXPERIENCE:

  • Working towards a Bachelor’s degree, preferably with a concentration in Finance, Accounting or Business
  • Valuation experience is a plus
  • Renewable energy industry knowledge is a plus

 

COMPANY DESCRIPTION:

Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored entities in a great variety of industries.

The Structured Finance practice is one of seven practices within Marshall & Stevens: Financial, Healthcare, Machinery & Equipment, Real Estate, Cost Segregation, and Dispute Resolution and Litigation Support. Our professionals work collaboratively, across practices, as required, to meet the needs of our clients. For more information, please visit us at Marshall-Stevens.com

Please reply in confidence including cover page and resume to dkoch@marshall-stevens.com

Financial Valuation Intern – Los Angeles OfficeFinancial Valuation Intern - Los Angeles Office

Financial Valuation Associate – Los Angeles Office

Marshall & Stevens Incorporated

Full-time, Intern to Permanent

Department – Financial Valuation Practice

Los Angeles

Reports to: Managing Director

 

SUMMARY:

Marshall & Stevens Incorporated is an 86-year-old, independent national valuation consulting firm that specializes in the valuation of businesses, debt and equity securities and derivatives, and business assets (tangible and intangible) for financial and tax reporting, as well as transaction and litigation support, among other purposes.

Marshall & Stevens’ Los Angeles office has an open position for a full-time Intern in its Financial Valuation and Consulting Practice. The Financial Valuation professionals provide valuations of businesses and securities, in addition to intangible assets, for financial and tax reporting purposes, as well as for litigation support purposes.

The Intern will be responsible for working with a team to analyze market, income and cost approaches to support the valuations of business, securities and intangible assets for our clients. Report writing is also part of the job duties.

 

DUTIES:

  • Assist senior associates, managers and directors in developing valuation models, performing analytic research, and writing reports for our clients.
  • Analyze and input data from financial statements
  • Analyze legal documents such as operating and shareholder agreements
  • 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

 

QUALIFICATION REQUIREMENTS:

  • Intermediate understanding of financial theory, business transactions and general accounting and tax issues
  • Analytical skills and the willingness to learn and execute supportable analyses
  • Excellent verbal and written communication skills
  • Proficient in Word and Excel
  • Positive and enthusiastic attitude
  • Professional presence and self-starter
  • Team player

 

EDUCATION and/or EXPERIENCE:

Bachelor’s Degree, preferably with a concentration in Finance, Statistics, Economics

Accounting coursework helpful

Valuation experience is a plus

 

Qualified candidates please send your resume to ddunham@marshall-stevens.com for review.

back to top