Associate, Client Services

Marshall & Stevens, Inc.; New York (NY); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Marshall & Stevens, Inc. in New York, NY is seeking an Associate, Client Services to support energy and infrastructure valuations.

The role offers a Hybrid work model with three days onsite at the New York Office and the remainder remote, and focuses on building valuation models and preparing client-ready reports. You will assist senior staff in data collection and analysis, contribute to cost, market and income valuations, and help produce valuation reports for clients in the energy and

Qualifications

• 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, ASA candidacy is a plus
• Intermediate/advanced understanding of financial theory, business transactions, general accounting and federal tax issues

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.

Skills

Financial analysis

Verbal communication

Written communication

Excel

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Microsoft Word

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Associate, Client Services

Full Time Junior New York, NY, US

2 days ago Requisition ID: 1128

Salary Range: $65,000.00 To $75,000.00 Annually

Job Title: Energy & Infrastructure Valuations Associate
Location: New York Office (Hybrid – 3 days onsite per week)

Why You Want to Work With Us

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.

What This Role Will Do

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.

Key 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.

What Makes You Successful in This Role

• 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, ASA candidacy is a plus
• 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)

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 that is shaping the future of the valuation and advisory services industry. If you’re ready to make a significant impact, we’d love to hear from you!