Associate, Client Services

Marshall & Stevens IncHouston, TX
Hybrid

About The Position

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, we have acquired six companies, reflecting our highly acquisitive nature and our commitment to growth and innovation. If you're looking for an opportunity to create, grow, and make an impact, Marshall & Stevens is the place for you. Join us as we continue to shape the future of our industry and build a strong, cohesive company culture. 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. The Energy & Infrastructure Practice primarily values traditional and renewable energy generation and manufacturing assets. 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.

Requirements

  • U.S. work authorization is required
  • Bachelor’s degree with a concentration in Finance, Accounting or Business – recent graduates are encouraged to apply!
  • 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)

Nice To Haves

  • Valuation experience is a plus
  • Renewable energy industry knowledge is a plus
  • CFA, ASA candidacy is a plus

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.
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