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Job Title:                Assistant Director/Director, Sales & Marketing

Location:                Los Angeles / West Region

Practice:                 Sales and Marketing

Status:                    Exempt

Reporting:             Executive Managing Director

Compensation:     Salary plus commission and bonuses, full complement of benefits

Summary:              Sales and marketing of valuation and transaction advisory services to public and private companies.

ESSENTIAL DUTIES include, but are not limited to:

1. Actively participate in professional networking organizations to develop relationships with professionals that service the same clients Marshall & Stevens would service.
2. Initiating contact and responding to requests for valuation and transaction advisory services.
3. Setting appointments and meetings with clients, prospective clients, current and potential referral sources.
4. Arranging group presentations with M&S technical staff.
5. Developing engagement letters.
6. Communicating and maintaining current information on sales and marketing contacts

REQUIREMENTS:

1. Bachelor’s degree. Classes or experience in Accounting, Business, Economics or Finance a plus.
2. Excellent English language verbal and written communication skills.
3. Minimum of two years of sales, marketing, or professional fundraising experience.
4. Team player.
5. Proactive in solving problems creatively and effectively.
6. Capable of prioritizing duties and multi-tasking to optimize your productivity.
7. Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Internet search engines.
8. US Citizen
9. Hybrid work environment

BUSINESS DEVELOPMENT GOAL: Increase sales for Marshall & Stevens

1. Develop a competent understanding and ability to explain services offered by M&S.
2. Build a professional referral network and book of business.
3. Contact lapsed clients.
4. Make prospect calls and add prospects to database for follow up.
5. Team sell with technical staff and others within M&S.

OFFICE ASSIGNMENT:

1. Downtown Los Angeles
2. Expected to focus sales and marketing efforts within the greater business region for the respective M&S office with the understanding that relationships may lead to sales opportunities in other geographic regions.

Please send your contact information and resume to [email protected] for consideration.

JOB TITLE: Energy & Infrastructure Valuation Associate – Chicago Office 

DEPARTMENT: Energy & Infrastructure Group

STATUS: Exempt

JOB FUNCTION:  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 Energy & Infrastructure Practice.  The Energy & Infrastructure Practice primarily values traditional and renewable energy generation and manufacturing assets. Since 2012, Team members have valued over $60 billion of electric generation facilities with approximately $30 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

ADDITIONAL INFORMATION:

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 [email protected]

Experienced Valuation Professional, Renewable Energy Project Finance

aka – “Structured Finance”, “Energy”, “Renewables”, “Project Finance”, “Financial Valuation”

Experienced Cost Segregation Professional, Renewable Energy

Salary Range:                    Dependent upon position and experience of the candidate

Bonus Opportunities:      Quarterly bonus opportunities, based upon personal and practice performance

QUALIFICATIONS:  Ideally, the candidate for this position has experience in the valuation and cost segregation of asset-intensive entities that are financed by tax equity investments, sale leasebacks, and inverted leases. Industry experience should include energy generation and distribution.  Client relationships and sales experience is a plus.

SUMMARY:  Serve in a technical role within Marshall & Stevens (“M&S”) such that a high-quality analysis and report is always being delivered to our clients. Train, manage and be a resource to fellow M&S staff. Personally represent M&S to sponsors, developers, legal and accounting professionals, and investors in such a way as to instill confidence in the analyses provided.

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

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.

DUTIES:  The essential duties are to perform, provide, and support valuation and cost segregation analyses for the financing of renewable energy generation and energy storage projects.

For assignments when serving as project manager,

1. Lead the performance of valuation services, including client interaction, valuation analyses and preparation of deliverables while meeting internal and client deadlines.
2. 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.
3. Assist in training and monitoring of fellow staff on appropriate valuation methods, techniques, theories, and standards.
4. Represent M&S in meetings as well as on calls and in correspondence with clients, potential clients, transactions advisors and other potential or current referral sources
5. Participate in backlog sessions and other calls and meetings as required.
6. Be a part of the greater M&S office to which the professional is assigned and the national M&S efforts to provide excellent valuation consulting services to our clients.
7. Other duties as assigned by M&S management.

For the past 13 years, the Energy & Infrastructure practice at Marshall & Stevens has provided valuation and cost segregation analyses for over $100 Billion of project finance transactions, primarily in the renewable energy generation industry: solar, wind, energy storage, renewable natural gas, geothermal, etc. The passage of the Inflation Reduction Act and other market forces have resulted in huge growth in project development and the need for valuation in this industry.

The Energy & Infrastructure practice is one of seven practices within Marshall & Stevens: Financial, Healthcare, Machinery & Equipment, Real Estate, Transaction Advisory Services, and Dispute Resolution and Litigation Support. Our professionals work 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.

Please send your contact information and resume to [email protected] for consideration.

Financial Valuation Intern – Los Angeles Office

Marshall & Stevens Incorporated

Part-time Intern

Department – Financial Valuation Practice

Los Angeles Office

Hybrid Position: Includes remote work and in-person work at our office located in the Financial District of Los Angeles, CA

Reports to: Managing Director

SUMMARY:

Marshall & Stevens Incorporated is an 88-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 part-time Intern in its Financial Valuation and Consulting Practice. The Financial Valuation professionals provide valuations of businesses, debt and equity securities, and intangible assets for a variety of 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. The Intern will also support M&S’ Structured Finance Practice providing support for the valuation of electric generation traditional and renewable energy projects and assets. Report writing is part of the job duties.

DUTIES:

• Assist associates and managers 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:

• S. work authorization is required
• 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
• Good remote working skills as well as regular attendance at our office in the Financial District of Los Angeles, CA. This is a hybrid position.

EDUCATION and/or EXPERIENCE:

Pursuit of Bachelor’s Degree is necessary, preferably with a concentration in Finance, Statistics, Economics

Accounting coursework helpful

Valuation and/or renewable energy industry knowledge experience is a plus

Please submit your resume to [email protected]

HIRING EXPERIENCED FINANCIAL VALUATION PROFESSIONALS

Are you ready to take control of your future with the potential to rise to the top?

Are you interested in a better work/life balance?

The surge in M&A, dividend recapitalizations, gift and estate tax, renewable energy development, and SPACs has resulted in great growth for our firm.

JOB TITLE:                 Senior Associate / Manager / Senior Manager

PRACTICE:                 Financial Valuation & Consulting

Marshall & Stevens is a privately-owned multidiscipline valuation firm founded in 1932, We are driven by passionate professionals who enjoy analytics, telling the story of each unique business, meeting the needs of our clients and who are shareholders in Marshall & Stevens.

The Financial Valuation & Consulting practice provides independent valuation opinions to a diverse portfolio of public and private companies.  Most of our work is referred to us by attorneys, accountants, investors, and past clients who rely on the quality and integrity of our analyses. Many of our recent experienced hires are international audit firm alumni who are seeking a different experience.

Assignments include Fairness Opinions, Solvency Opinions, purchase price allocation and impairment testing, as well as the valuation of businesses, intangible assets, debt, and equity instruments.

QUALIFICATIONS:     Candidates should have valuation experience at a valuation firm or audit firm valuation practice in support of financial reporting, tax reporting, transaction advisory, or matters of dispute. The valuation of complex securities is a plus.

SUMMARY:                 Be part of a team that values client service, professional integrity and a high- quality analysis. Entry level hires have risen to the top of their respective practice and become shareholders in Marshall & Stevens.

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

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 and the ability to commute or travel to one of our offices.

STATUS:                       Exempt

REPORTING:              Director or Managing Director

LOCATIONS:               We have offices in Chicago, Los Angeles, New York, or Tampa but have hired employees outside these cities.

COMPENSATION:       Salaries range between $80,000 – $180,000 annually depending upon experience.

Performance bonuses are paid quarterly.

401k plan plus company match

Generous medical, dental and vision benefits are provided, as well as flexible spending accounts, disability, and life insurance.

APPLICATION:            Please email your resume to [email protected]

As of 04/20/2022