Associate, Portfolio Valuation - Valuation Advisory

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.

Associate (2–5 Years) – Portfolio Valuation

Stout’s fast-growing Portfolio Valuation practice is expanding and seeking exceptional candidates to join our dynamic team. As a member of the Portfolio Valuation team, you will work on cutting-edge projects, leveraging disruptive technologies to help leading asset managers bring clarity to complex valuation matters. As part of one of the largest and fastest-growing independent valuation practices in the country, you will support client engagements across a wide range of industries, asset classes, and geographies.

As an Associate, you will play a key role in executing valuation analyses, including investigating investment operating performance and strategic positioning, conducting company and sector research, and supporting senior members of our global team in delivering best-in-class client work.

In this role, you will have the opportunity to work with a wide variety of industry-standard data resources and analytical tools, while also engaging closely with Stout’s proprietary technologies and AI—not only as a user, but as a contributor helping shape the analytics of the future.

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

• A technology-forward mindset, with a 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 the 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

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.