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About the Role

The Manager in the Machinery & Equipment (M&E) Valuation practice will independently own client engagements from scoping through delivery, represent the firm professionally, and develop junior team members. This field-active role requires technical valuation expertise and client relationship leadership.

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.

Requirements

• 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.
• Excellent verbal and written communication skills.
• Collaborative approach with peers, associates, and firm leadership; proactively engages leadership rather than operating in isolation.

Skills

• 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.

Location

• On-site inspections required

Work Type

• Field-active role
• Travel required

Experience Level

• Manager

Benefits

• Opportunity to be part of a dynamic team.
• Direct exposure to a nationally recognized practice leader.
• Immediate ownership of meaningful client work.

About the Company

• Marshall & Stevens is a trusted name in the financial services industry, specializing in valuations and advisory services.
• Experienced significant growth over the past 18 months, having acquired six companies.
• A national valuation consulting firm that values businesses and assets for mergers, acquisitions and divestitures, financing, insurance, financial accounting and federal tax reporting purposes.