Analyst, ESOP Consulting (Chicago, San Diego)

Stout • San Diego, CA

1d • $60,000 - $130,000 • Onsite

About The Position

Stout's ESOP Consulting practice is hiring an Analyst to support client engagements. ESOP Consulting sits within Stout's ESOP Advisory Group, working alongside Valuation and Investment Banking teams to support ESOP-owned companies across their full lifecycle. The practice helps align a company’s long-term financial health with the ESOP over a multi-decade horizon, modeling and evaluating various claims on capital, valuation, and operational trajectory, alongside ESOP objectives. Successful candidates will be intellectually curious, highly technical, detail-oriented, and proficient in financial modeling and leveraging analytical tools.

Requirements

• 0-2 years of relevant experience in financial analysis, private equity or investment banking
• BA/BS/MA/MS in Finance, Math, Accounting, Economics, Data Analytics, Computer Science, Liberal Arts, or a related discipline
• Strong academic record of at least a 3.0 or higher (preferred)
• Advance proficiency in Excel, VBA, Python, AI/LLM assisted analysis and workflow design
• Exceptional organizational and time management skills with capacity to manage multiple complex projects and competing priorities in a deadline-driven environment.
• Strong analytical, verbal, technical and written skills with ability to interpret complex financial data and synthesize findings.
• Comfortable working through ambiguity and eager to help shape a growing practice.
• Superior communication and interpersonal skills.
• Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future.

Nice To Haves

• ESOP experience and familiarity preferred, but not required

Responsibilities

• Develop dynamic three-statement financial models, valuation models, and pro forma financial statements.
• Run scenario analysis showing how growth, capital deployment, and ESOP-specific choices trade off against liquidity, borrowing capacity, and other claims on capital.
• Manage engagement logistics, including the timeline, information requests, data room, and model upkeep, and presentations.
• Participate in client and key stakeholder meetings, providing substantive input on strategy and tradeoff evaluation across objectives and stakeholder outcomes.
• Use AI-tools and Python-based software to build and support key project workflows.
• Grow into subject-matter resource on ESOP consulting, sitting at the intersection of corporate finance, valuation, capital planning, and ERISA compliance.

Benefits

• Competitive compensation
• Benefits and wellness options tailored to support employees at every stage of life
• Flexible work schedules
• Discretionary time off policy
• Ongoing training
• Mentorship
• Employee resource groups
• Clear performance feedback
• Annual bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree