Jobs · Management · California

Manager

Marshall & Stevens · Santa Ana, CA · 4 mo ago
ManagementFull-time

About the role

Lead and manage valuation engagements, ensuring high standards of quality, compliance with technical standards, timely project delivery, and profitability.

Serve as a primary liaison with clients, property contacts, and professional advisors (e.g., tax, audit, and legal teams), professionally representing M&S.

Work collaboratively with internal teams across real estate, financial valuation, and machinery & equipment appraisal groups for coordinated projects.

Support the sales team as required, including the preparation of presentations.

Responsibilities

  • Lead and manage valuation engagements, ensuring high standards of quality, compliance with technical standards, timely project delivery, and profitability.
  • Serve as a primary liaison with clients, property contacts, and professional advisors (e.g., tax, audit, and legal teams), professionally representing M&S.
  • Work collaboratively with internal teams across real estate, financial valuation, and machinery & equipment appraisal groups for coordinated projects.
  • Support the sales team as required, including the preparation of presentations.

Requirements

  • 7+ years of progressive experience in valuation within an independent valuation firm, investment bank, or accounting firm.
  • Bachelor’s degree in Accounting, Business, Finance, or Economics preferred.
  • California Certified General License required; MAI designation preferred.
  • Strong analytical, research, and financial modeling skills.
  • High proficiency in Microsoft Excel and Word.
  • Exceptional verbal and written communication skills.
  • Demonstrated commitment to delivering high-quality work and exceptional client service.

Qualifications

Not specified.

Skills

  • Strong analytical, research, and financial modeling skills.
  • High proficiency in Microsoft Excel and Word.
  • Exceptional verbal and written communication skills.

Benefits

Not specified.

Pay

Not specified.

Schedule

Hybrid eligible after onboarding.

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