Associate, Portfolio Valuation - Valuation Advisory

Associate (2–5 Years) – Portfolio Valuation The role is part of Stout’s fast‑growing Portfolio Valuation practice, supporting client engagements across a wide range of industries, asset classes, and geographies. What You’ll Do Act as a key member of engagement teams, executing valuation assignments across a wide variety of industries and asset classes, including venture capital, growth equity, private debt, private equity portfolios, and other complex securities. Leverage data resources, AI, and Stout’s proprietary technology platform to conduct company, industry, and market research that informs valuation analyses. Analyze financial statements, accounting records, and other data to identify key operating, competitive, and strategic insights. Build and maintain financial models using accepted valuation methodologies, advanced technologies, and innovative datasets. Participate in client calls. Assist in preparing written reports, presentations, and supporting exhibits. Collaborate with team members to ensure timely and accurate deliverables. Manage multiple workstreams while meeting deadlines and quality expectations. What You Bring 2–5 years of experience in valuation, transaction advisory, investment analysis, or related fields (private equity, private credit, or asset‑based finance preferred). Bachelor’s and/or graduate degree in finance, accounting, economics, mathematics, or another quantitative field. Foundational understanding of financial modeling and valuation methodologies. Strong analytical and problem‑solving skills with attention to detail. Technology‑forward mindset, with willingness to learn and adopt new tools (e.g., AI, Python, Tableau, Power BI), alongside proficiency in Excel, Word, and PowerPoint. A strong commitment to delivering high levels of client service. Effective written and verbal communication skills. Ability to work both independently and collaboratively in a team environment. Strong organizational skills and ability to manage multiple priorities. Progress toward a professional designation (CFA, ASA, CPA, CEIV) is a plus. How You’ll Thrive Contribute to a collaborative, team‑oriented environment with a strong focus on client service. Demonstrate reliability and accountability by consistently producing high‑quality work. Build and deepen technical and industry knowledge through hands‑on experience. Strengthen communication skills through client and team interaction. Approach challenges with curiosity and a solutions‑oriented mindset, embracing change and contributing ideas to the broader team. Benefits Competitive compensation range of $74,000.00–$135,000.00 annually, with eligibility for an annual bonus plan. Comprehensive Total Rewards program with competitive benefits, wellness options, and flexible work schedules. Discretionary time‑off policy to promote work‑life balance. Professional growth opportunities through ongoing training, mentorship, employee resource groups, and clear performance feedback. Inclusive culture that embraces diverse perspectives and experiences. Equal Employment Opportunity Statement Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law. #J-18808-Ljbffr Stout Risius Ross