Associate, Portfolio Valuation - Valuation Advisory

Stout • Washington, DC

1d

About The Position

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.

Requirements

• 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

Nice To Haves

• Progress toward a professional designation (CFA, ASA, CPA, CEIV) is a plus

Responsibilities

• 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

Benefits

• Competitive compensation
• Benefits and wellness options tailored to support employees at every stage of life
• Flexible work schedules
• Discretionary time off policy
• Annual bonus plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees