Manager
Marshall & Stevens · Santa Ana, CA · 3 wk 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.