Associate, Client Services
Marshall & Stevens is a trusted name in the financial services industry, specializing in valuations and advisory services. We have experienced significant growth over the past 18 months, acquiring six companies, reflecting our highly acquisitive nature and commitment to growth and innovation.
About the role
The Energy & Infrastructure Practice primarily values traditional and renewable energy generation and manufacturing assets. The Associate will work 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.
Requirements
- U.S. work authorization is required.
- Bachelor’s degree with a concentration in Finance, Accounting, or Business—recent graduates are encouraged to apply.
- Valuation experience is a plus.
- Renewable energy industry knowledge is a plus.
- CFA or ASA candidacy is a plus.
- Intermediate/advanced understanding of financial theory, business transactions, general accounting, and federal tax issues.
- Strong analytical skills and willingness to learn and execute supportable analyses.
- Excellent verbal and written communication skills.
- Proficient in Word and Excel.
- Professional presence and a self-starter mindset.
- Relationship-focused with team members.
Why you’ll love it here
Marshall & Stevens is not just a place to work—it's a place to grow, innovate, and make a difference. As we continue to expand, you’ll have the opportunity to be part of a dynamic team shaping the future of the valuation and advisory services industry.