ESOP Investment Banking Summer Analyst

Stout; Chicago (IL); On-site; USD 28,000 - 55,000; Full time

Job summary

Stout is seeking a Summer Analyst for its ESOP Investment Banking team to support the formation, recapitalization, and capital markets transactions. You will gain hands-on exposure to cash flow modeling, valuation, and capital structure while building foundational investment banking knowledge under seasoned mentors.

You will contribute to client engagements, prepare materials like pitch books, and observe live transactions.

Qualifications

• Pursuing a BA/BS in Accounting, Economics, Finance, or a related discipline
• GPA of at least 3.5 preferred
• Interest in investment banking and financial services; familiarity with ESOPs is a plus
• Relevant internship or extracurricular experience in investment banking, private equity, or a related field (preferred)
• Familiarity with Excel, PowerPoint, and Word
• Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future

Responsibilities

• Contribute to client engagements through industry and company research
• Learn how financial analysis is performed on client businesses, including financial statements, models, and valuation
• Assist with client and marketing materials, such as 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

Skills

Analytical mindset

Strong communication skills

Team-oriented

Attention to detail

Education

BA/BS in Accounting, Economics, Finance

Tools

Excel

PowerPoint

Word

Job description

Stout is seeking a Summer Analyst for its ESOP Investment Banking team to support the formation, recapitalization, and capital markets transactions. You will gain hands-on exposure to cash flow modeling, valuation, and capital structure while building foundational investment banking knowledge under seasoned mentors.

You will contribute to client engagements, prepare materials like pitch books, and observe live transactions.