Associate - ESOP Consulting
About The Position
Prairie Capital Advisors, Inc. is an employee-owned company that offers investment banking, ESOP advisory and valuation services to support the growth and ownership transition strategies of middle-market organizations. Our core values of Integrity, Respect, Teamwork and Passion are the foundation of our business. As an employee-owned firm, cultural fit is extremely important to us. Many companies talk about their culture – but we believe a truly special environment is formed when you build successful people around you. When you are passionate about what you do and those around you, it shows. Our employee-owners enjoy a highly collaborative and entrepreneurial environment where they are given as much responsibility as their experience and capabilities permit. We are currently seeking an Associate to join our team. This individual will spend most of their time assisting project managers in building Repurchase Obligation scenarios and integrating them into broader Employ Stock Ownership Plan (ESOP) Sustainability analysis. They will participate in presentations to company leadership and the Board of Directors.
Requirements
- Bachelor’s degree in finance/accounting/economics or related experience in any of the fields.
- Two to Seven years of experience with financial modeling and/or Repurchase Obligation analysis
- Good understanding of ESOP Plan Design and compliance testing
- Strong Excel skills, especially assumption driven models
- Strong technical writing skills
- Basic understanding of company financials (Income Statement, Balance Sheet and Statement of Cash Flows)
Nice To Haves
- MBA a plus.
- Experience using AI (Chat GPT, Claude, etc.) a plus
- Experience with Non-qualified plans (SAR or other Synthetic Equity, etc.) a plus
Responsibilities
- Manage the repurchase model for sustainability engagements and advise the Project Manager on recommended alternative scenarios.
- Assist in developing/enhancing the repurchase and sustainability model
- Be able to manage multiple engagements concurrently.
- Assist in developing training materials for ESOP administration, repurchase obligation and sustainability.
- Represent the practice and Prairie at local and regional ESOP events. Aptitude for building a referral network.
- Develop the ability to present at their local ESOP conferences and meetings.
Benefits
- Medical, Dental, and Vision Insurance
- Short and Long-Term Disability Insurance
- Basic Life and Accidental Death & Dismemberment Insurance
- Generous Sick and Vacation Time
- Paid Parental Leave
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
