Associate, Portfolio Valuation

Job Description

Associate, Portfolio Valuation – Valuation Advisory | Stout

The Tone:
This is a full-time role at Stout, offering flexible work schedules and potential for various locations within the US. Stout is a consulting firm dedicated to exceeding expectations through its core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. This role is crucial for the fast-growing Portfolio Valuation practice, assisting leading asset managers in bringing clarity to complex valuation matters, and contributing to cutting-edge projects using advanced technology and AI.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Various US locations
• Pay: $74000–$135000 yearly
• Team: Member of the Portfolio Valuation team, supporting senior members
• Mission: Solve complex valuation matters for leading asset managers by executing valuation analyses and applying advanced technologies.
• Tech Stack: AI, Python, Tableau, Power BI, Excel, Word, PowerPoint

What You’ll Actually Do
• Execution: Act as a key member of engagement teams, executing valuation assignments across a wide variety of industries and asset classes.
• Research: Use data resources, AI, and Stout’s proprietary technology platform to conduct company, industry, and market research that informs valuation analyses.
• Modeling: Build and maintain financial models using accepted valuation methodologies, advanced technologies, and innovative datasets.
• Collaboration: Collaborate with team members to ensure timely and accurate deliverables while managing multiple workstreams.
• Client Interaction: Participate in client calls and assist in preparing written reports, presentations, and supporting exhibits.

The Must-Haves
• Background: Bachelor’s and/or graduate degree in finance, accounting, economics, mathematics, or another quantitative field, with a foundational understanding of financial modeling and valuation methodologies.
• Experience: 2–5 years of experience in valuation, transaction advisory, investment analysis, or related fields. Private equity, private credit, or asset-based finance preferred.
• Skills: Strong analytical and problem-solving skills with attention to detail, proficiency in Excel, Word, and PowerPoint, and effective written and verbal communication skills.
• Bonus: Progress toward a professional designation (CFA, ASA, CPA, CEIV) and a technology-forward mindset with a willingness to learn and adopt new tools.