Summer Analyst, ESOP - Investment Banking (2028)

Stout•Chicago, IL

1d•$20 - $40

About The Position

The Stout ESOP Investment Banking Team is seeking a Summer Analyst to support the execution of Employee Stock Ownership Plan (ESOP) formation, recapitalization, and capital markets transactions. Working under the guidance of product bankers, the analyst will contribute to transaction and pitch assignments and build foundational investment banking knowledge through mentorship, training, and exposure to client work. The role provides exposure to cash flow modeling, capital structure and valuation analysis, and private capital markets. The team partners with family- and founder-owned businesses evaluating strategic alternatives, including ESOP formation and traditional sell-side options; assists companies with established ESOPs in recapitalizations; and supports sell-side exits for ESOP-owned companies. The team also collaborates with industry bankers and the capital markets team on potential ESOP exits and dual-track transactions. This is an apprenticeship-driven opportunity with structured training, mentorship, and networking. The estimated compensation range is $20.00–$40.00 per hour. Stout describes its Total Rewards program as including competitive compensation, benefits, and wellness options, and offers flexible work schedules and a discretionary time-off policy.

Requirements

Pursuing a BA/BS in Accounting, Economics, Finance, or a related discipline.
Demonstrated interest in investment banking and financial services.
Familiarity with Excel, PowerPoint, and Word.
An analytical, quantitative, and detail-oriented mindset.
Strong communication skills, a desire to learn, and the ability to work in a fast-paced environment.
Must be eligible to work in the US without employer sponsorship at the time of hire and in the future.

Nice To Haves

A GPA of at least 3.5 is preferred.
Familiarity with ESOPs is a plus.
Relevant internship or extracurricular experience in investment banking, private equity, or a related field is preferred.
Familiarity with or interest in using AI tools to improve research and analysis is preferred, but not required.

Responsibilities

Contribute to client engagements through industry and company research.
Learn how financial analysis is performed on client businesses, including analysis of financial statements, models, and valuation.
Assist with client and marketing materials, including pitch books and presentations.
Observe and assist the deal team on live transactions and pitch assignments.
Attend client calls and meetings, where appropriate.
Participate in structured training, mentoring, and networking opportunities.
Use AI-enabled tools to support research and deliverable preparation.