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Manager/Senior Manager, Structured Finance

Job Description

JOB TITLE:                      Manager/Senior Manager

PRACTICE:                     Structured Finance

                                          For the past eight years, the Structured Finance practice at Marshall & Stevens has provided opinions of value for billions of dollars of project finance transactions, primarily in the renewable energy generation industry: solar, wind, biomass, geothermal, etc. We have also provided value opinions for conventional energy generation and distribution facilities, manufacturing plants, transportation and shipping assets.      

                                          The Structured Finance practice is one of seven practices within Marshall & Stevens: Financial, Healthcare, Machinery & Equipment, Real Estate, Cost Segregation, and Dispute Resolution and Litigation Support. Our professionals works collaboratively, across practices, as required, to meet the needs of our clients.

                                          Founded in 1932, Marshall & Stevens is one of the oldest and most respected independent valuation firms in the US. Our professionals provide valuation and consulting services to domestic and international clients including publicly-traded, privately-held and government sponsored entities in a great variety of industries.       

QUALIFICATIONS:       Ideally, the candidate for this position will have five to seven years of experience in the valuation of asset-intensive entities that are financed by a sale/leaseback or tax equity investment. Industry experience should include energy generation and distribution. Client relationships and sales experience is a plus.

SUMMARY:                    Project manage and serve in a senior technical role within Marshall & Stevens (“M&S”) such that a high-quality and profitable product is always being delivered to our clients. Train, manage and be a resource to staff in the NY office and in other M&S offices. Personally represent M&S to the public in such a way as to increase visibility and sales for M&S.  

EDUCATION:                 Bachelor’s degree is required. A Master’s degree in a finance-related field (business, finance or economics) or a professional designation or certification such as an ASA or CFA is desired.

REQUIREMENTS:          Legal US citizen or resident, must be permitted to work and travel in the US without the need for a sponsor.

                                          Must have excellent English verbal and written communication skills.

STATUS:                          Exempt

REPORTING:                  Managing Director, Structured Finance

SUPERVISION:              Supervise valuation team on a project basis.

DUTIES:                           The essential duties are:

  1. Be able to provide and support valuations for the project financing of renewable energy generation enterprises.
  2. For assignments where you are serving as Project Manager or as directed, lead the performance of valuation services, including client interaction, valuation analyses and preparation of deliverables, as well as the efficiency and profitability of valuation engagements.
  3. Be prepared to support valuation analyses and deliverables against inquiry from developers, investors and lenders, accounting, legal and tax advisors, and others as may be required.
  4. Assist in training and monitoring valuation staff on M&S’ policies and procedures and on valuation methods, techniques, theories, and standards.
  5. Assist SF practice leadership in training SF practice staff.
  6. On some occasions, represent M&S at in-person and virtual meetings, as well as on calls and in correspondence with clients, potential clients, transactions advisors and other potential or current referral sources
  7. Participate in weekly backlog sessions and other calls and meetings as required.
  8. Be a part of the greater NY office and the national M&S efforts to provide services to our clients and to sell our services. Work out of our NY office, and travel as necessary to service M&S clients and participate in M&S activities.
  9. Other duties as assigned by M&S management.


OFFICE ASSIGNMENT:      New York office of Marshall & Stevens

                                                Empire State Building, 350 5th Avenue, Suite 4320

                                                New York, NY 10118.



As of 09/04/2018


ASA-LA, c/o DeborahAnn Marshall
PO Box 1877
Santa Clarita, CA 91386-1877