Associate, Investment Banking

About the role

Stout is seeking an experienced Associate to join its Investment Banking team, focusing on Business Services. This role involves executing middle-market transactions such as mergers and acquisitions (M&A), capital raising, ESOPs, and special situations. The Associate will contribute to the firm's M&A and Capital Markets advisory work by collaborating with senior bankers, supporting client coverage and business development, and managing key aspects of the deal process.

Responsibilities

• Collaborate closely with senior bankers to drive business development efforts, including client coverage, prospecting, program management, and transaction execution.
• Lead the evaluation, origination, and execution of deals across diverse assignments, with a focus on the defense and government services markets.
• Build and maintain strong client relationships, primarily through the delivery of high-quality transaction execution and advisory services.
• Oversee all phases of transaction execution, including coordinating internal teams, engaging stakeholders, and shaping advisory strategies and product solutions.
• Mentor and manage junior team members (analysts, and interns) to ensure timely delivery of high-quality engagement deliverables.
• Manage advanced financial modeling, pitch materials, and deal processes while maintaining clear and effective client communication.

Requirements

• 3+ years of overall professional experience.
• Bachelor’s degree in Finance, Economics, or a related field required.
• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Office applications.
• Strong communication skills and the ability to perform effectively in a fast-paced environment.
• A positive, team-oriented mindset.
• Strong sense of accountability and dependability.
• Entrepreneurial drive with a commitment to excellence.
• Proven ability to build and maintain relationships.
• Excellent communication skills with a high level of responsiveness.
• Intellectual curiosity and strong attention to detail.
• Advanced analytical and quantitative capabilities.
• Deep understanding of the sell-side transaction process.
• Demonstrated leadership skills, including mentoring and developing junior team members while effectively managing senior-level relationships.

Qualifications

• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Office applications.
• Strong communication skills and the ability to perform effectively in a fast-paced environment.
• A positive, team-oriented mindset.
• Strong sense of accountability and dependability.
• Entrepreneurial drive with a commitment to excellence.
• Proven ability to build and maintain relationships.
• Excellent communication skills with a high level of responsiveness.
• Intellectual curiosity and strong attention to detail.
• Advanced analytical and quantitative capabilities.
• Deep understanding of the sell-side transaction process.
• Demonstrated leadership skills, including mentoring and developing junior team members while effectively managing senior-level relationships.

Skills

• Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Office applications.
• Strong communication skills and the ability to perform effectively in a fast-paced environment.
• A positive, team-oriented mindset.
• Strong sense of accountability and dependability.
• Entrepreneurial drive with a commitment to excellence.
• Proven ability to build and maintain relationships.
• Excellent communication skills with a high level of responsiveness.
• Intellectual curiosity and strong attention to detail.
• Advanced analytical and quantitative capabilities.
• Deep understanding of the sell-side transaction process.
• Demonstrated leadership skills, including mentoring and developing junior team members while effectively managing senior-level relationships.

Benefits

Stout offers a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life. The company fosters a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Stout is committed to equal employment opportunities and provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives. For more information about benefits, visit this link.

Pay

The estimated annual salary range for this role is $145,000 - $175,000, subject to individual performance and qualifications.

Schedule

This role is anticipated to be eligible to participate in an annual bonus plan.