Analyst, Employee Stock Ownership Plans Investment Banking (New Grad – July 2027 Start)

Stout’s ESOP Investment Banking team supports clients with ESOP formation, recapitalization, and capital markets transactions. The Analyst contributes research, financial analysis, valuation, and client materials while assisting deal teams on live transactions and pitches.

What you'll do:

• Contribute to client engagements through industry and company research
• Learn how financial analysis is performed on client businesses, including financial statements, models, and valuation
• Assist with client and marketing materials, such as pitch books and presentations
• Observe and assist the deal team on live transactions and pitch assignments
• Attend client calls and meetings, where appropriate
• Participate in structured training, mentoring, and networking opportunities
• Use AI-enabled tools to support research and deliverable preparation

What they're looking for:

• Pursuing a BA/BS in Accounting, Economics, Finance, or a related discipline
• Demonstrated interest in investment banking and financial services
• Familiarity with Excel, PowerPoint, and Word
• Analytical, quantitative, and detail-oriented mindset
• Strong communication skills, a desire to learn, and the ability to work in a fast-paced environment
• Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future
• GPA of at least 3.5
• Familiarity with ESOPs
• Relevant internship or extracurricular experience in investment banking, private equity, or a related field
• Familiarity with or interest in using AI tools to improve research and analysis

Benefits:

• Benefits and wellness options tailored to support employees at every stage of life.
• Ongoing training
• Mentorship
• Employee resource groups
• Clear performance feedback
• Flexible work schedules
• A discretionary time off policy