Associate, Portfolio Valuation and Complex Securities

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Impact You’ll Make:

In recent years, with the rapid development of derivatives markets and innovative financial products, our corporate clients utilize them ever more extensively to hedge risks, manage their capital structure and cash flow, compensate employees, and participate in capital markets transactions.  Given this increasing complexity, accounting regulations place a significant emphasis on fair value measurements of these instruments to help investors understand and manage their risk.

Stout’s Portfolio Valuation & Complex Securities team provides analysis and valuation related to complex securities and other financial instruments for financial reporting, tax and regulatory compliance, risk management and hedging assessments, transaction support and corporate strategy.

We use reliable valuation methodologies coupled with sophisticated techniques from quantitative finance to assist clients in understanding and valuing financial derivatives and other complex securities.  We work on a wide variety of projects, giving team members the opportunity to gain exposure to a broad range of securities and situations.  In addition, we provide the opportunity to everyone on the team to be able to have client facing meetings, where they get to explain the approach used and the key value drivers to our clients.

What You’ll Do:

• Develop traditional valuation approaches like Income Approach, Market Approach or M&A method in determining consolidated valuations for portfolio companies

• Develop complex valuation models to value a variety of financial instruments using option pricing theory, interest rate and credit models

• Create comprehensive reports and supporting analyses that synthesize complex financial analyses delivering clear, concise and impactful findings and recommendations to clients, demonstrating advanced analytical and communication skills

• Independently manage multiple complex projects, exercising discretion in prioritizing tasks and effectively communicating technical insights and recommendations to colleagues and clients in engagements

• Cultivate and sustain strategic professional relationships with colleagues and clients, proactively identifying client’s needs, tailoring solutions, and delivering precise, actionable request for information to drive successful outcomes

• Assume full ownership of complex projects, exercising independent judgment while collaborating strategically with colleagues

What You Bring:

• Minimum 3 years of experience in portfolio valuation, complex securities valuation, portfolio management or research with a focus on private equity, private credit or asset-based finance asset classes

• Advanced degree (BA/BS/MS) in Finance, Finance and Economics, Corporate Finance, Computational Finance, Mathematical Finance, Business Analytics, or related discipline required

• Demonstrated understanding of valuation methodologies used in financial markets preferred

• Proficient in Microsoft Office (Excel, PowerPoint, Word) and familiarity with Bloomberg Analytics or S&P Capital IQ (preferred)

• Strong analytical, verbal, technical, and written skills with ability to interpret complex financial data and synthesize findings into clear and actionable insight

• Superior Communication and interpersonal skills, including ability to present complex information and build strong relationships with colleagues and clients

• Relevant internship and/or extracurricular related experiences preferred

How You’ll Thrive:

• Leverage specialized expertise in derivative and financial modeling to independently design and implement valuation and financial models for financial assets, agreements, or an operational and financial business plans

• Excel in a fast-paced, collaborative environment, exercising discretion in managing multiple complex projects with meticulous attention to detail and strong organization skills

• Demonstrate a proactive commitment to deepening expertise in financial markets and investments, driving innovative solutions for clients

• Communicate sophisticated technical, financial, and modeling concepts with clarity and precision, tailoring insights to meet the needs of clients and colleagues in deadline driven settings

Why Stout?
At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.
We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.
We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.
Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.
Learn more about our benefits and commitment to your success.

https://www.stout.com/en/careers/benefits

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

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. 

Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.