Job Description

Job Description

Job Description

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, having 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 assets for mergers, acquisitions and divestitures, financing, insurance, financial accounting and federal tax reporting purposes.

What This Role Will Do

The Machinery & Equipment (M&E) Valuation practice provides clients with credible, defensible valuations of machinery, equipment, and industrial assets across a wide range of industries. The Manager will be responsible for independently owning client engagements from scoping through delivery, representing the firm professionally with a range of stakeholders, and developing junior team members. This is a field-active role that requires both technical valuation expertise and the presence to lead client relationships.

Key Responsibilities

• Independently execute M&E valuation engagements of varying scope and size, , with accountability for quality and client timelines
• Manage all phases of the engagement lifecycle: kickoff, site visit, analysis, report preparation, and client delivery
• Serve as a credible, reliable point of contact for clients on assigned engagements, communicating findings clearly to technical and executive audiences
• Conduct on-site inspections of machinery, equipment, and industrial facilities, including manufacturing plants, warehouses, and varied operational environments
• Delegate effectively to associate and senior associate-level staff, maintaining oversight of work product and developing junior team members through day-to-day collaboration
• Exercise sound judgment on when to engage practice leadership versus move forward independently
• Assist management in preparing a credible scope of work and bid estimate for new opportunities
• Proactively leverage the Managing Director and senior leadership as a resource, particularly in complex or novel situations

What Makes You Successful in This Role

• U.S. work authorization is required
• ASA credential in Machinery & Technical Specialties completed or actively in progress
• Demonstrated experience in machinery and equipment valuation or a closely related discipline
• Proven ability to manage client engagements independently, including scoping and pricing work
• Strong professional presence with experience engaging senior or technically sophisticated audiences
• Willingness and ability to travel for site visits, including industrial and manufacturing environments
• Engineering background or mindset with comfort analyzing mechanical and operational systems is a strong plus
• Finance background or mindset with comfort understanding and analyzing financial statements is a strong plus
• Experience directing and developing associate-level staff is a plus
• Excellent verbal and written communication skills
• Collaborative approach with peers, associates, and firm leadership; proactively engages leadership rather than operating in isolation

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. Our M&E practice offers direct exposure to a nationally recognized practice leader and immediate ownership of meaningful client work. If you’re ready to make a significant impact, we’d love to hear from you!

Interested in Applying?

Please submit your application through our career center portal.

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