Intern Summer 2027, Portfolio Valuation and Complex Securities (New York/San Diego) at Stout

Wayne State University; New York (NY); Sur place; USD 28 000 - 55 000; Temps partiel

Résumé du poste

Stout is seeking an Intern Summer 2027 in Portfolio Valuation and Complex Securities for New York/San Diego. Interns gain client exposure and work under seasoned professionals, performing real work from day one.

You will conduct industry and company research, analyze financial statements, and support valuation methodologies while contributing to detailed models and client-ready deliverables.

Qualifications

• Currently pursuing a BA/BS degree with strong interest in finance.

Responsabilités

• Conduct in-depth industry, market, and company research to identify, evaluate, and support assumptions, benchmarks and conclusions.

Connaissances

Financial analysis

Financial modeling

MS Office

Communication skills

Analytical thinking

Formation

BA/BS student

Finance coursework

Outils

Excel

PowerPoint

Word

Description du poste

Intern Summer 2027, Portfolio Valuation and Complex Securities (New York/San Diego)

At Stout, we’re dedicated to exceeding expectations in all we do – we call it Relentless Excellence ®. Both our client service and culture are second to none, stemming from our firmwide embrace of our core values: Positive and Team-Oriented, Accountable, Committed, Relationship-Focused, Super-Responsive, and being Great communicators. Sound like a place you can grow and succeed? Read on to learn more about an exciting opportunity to join our team.

Interns in the Portfolio Valuation Advisory group at Stout perform engagements under various contexts including portfolio valuation, purchase price accounting, and corporate tax matters.

Interns at Stout have the opportunity to gain client exposure and improve their technical skills while working under Stout professionals.

At Stout, you are engaged in real work right away.

What You’ll Do:

Conduct in-depth industry, market, and company research to identify, evaluate, and support assumptions, benchmarks and conclusions;

Analyze and interpret complex financial statements, identifying trends, risks, and value drivers that impact the valuation outcome;

Prepare due diligence questions and evaluate supporting documentation to validate financial, operational, and market assumptions;

Participate in client or management meetings providing substantive input on valuation methodologies, assumptions, and conclusions;

Evaluate valuation inputs for debt and equity instruments, applying professional judgment;

Develop and analyze detailed financial models (Discounted Cash Flow, Guideline Public Company, and Merger and Acquisition);

Exercise discretion and independent judgment in selecting appropriate valuation methodologies and key assumptions; and

Create comprehensive deliverables and supporting analysis including presentations, analysis packets, and written narratives – relied upon by our senior level professionals and delivery to our clients.

The Intern will be part of a firm where the culture and exceptional client service is inspired from leadership down. Interns also interact with senior level professionals on a regular basis.

Qualifications/Requirements:

Junior pursuing a BA/BS degree.

Preferred coursework in Finance, Accounting, Economics, or related discipline.

Minimum cumulative G.P.A. of 3.0 required; 3.5 or higher preferred.

Relevant internship and/or extracurricular related experiences demonstrating a strong interest in finance and valuation.

Proficiency in Microsoft Office (Excel, PowerPoint, Word).

Strong financial statement analysis and financial modeling skills.

Familiarity with valuation methodologies used in financial markets, including knowledge of fixed income/credit valuation techniques such as Discounted Cash Flow Method is preferred.

Strong analytical, verbal, technical, and written skills with ability to interpret complex financial data and synthesize findings into clear and actionable insight.

Superior communication and interpersonal skills, including ability to present complex information and build strong relationships with colleagues and clients.

Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future.

How You’ll Thrive

Take ownership of significant workstreams and high levels of responsibility to contribute meaningfully to client engagements.

Collaborate effectively with colleagues and clients to solve complex tasks while building strong relationships.

Demonstrate analytical rigor and meticulous attention to detail in all aspects of the role.

Exhibit a strong work ethic and entrepreneurial mindset, contributing to both personal and organizational growth.

Leverage structured training, mentorship, and networking opportunities to develop professionally and achieve your long-term professional growth and career goals.

Why Stout?

At Stout, we offer a comprehensive Total Rewards program with competitive compensation, benefits, and wellness options tailored to support employees at every stage of life.

We foster a culture of inclusion and respect, embracing diverse perspectives and experiences to drive innovation and success. Our leadership is committed to inclusion and belonging across the organization and in the communities we serve.

We invest in professional growth through ongoing training, mentorship, employee resource groups, and clear performance feedback, ensuring our employees are supported in achieving their career goals.

Stout provides flexible work schedules and a discretionary time off policy to promote work-life balance and help employees lead fulfilling lives.

Learn more about our benefits and commitment to your success.

The specific statements shown in each section of this description are not intended to be all-inclusive. They represent typical elements and criteria necessary to successfully perform the job.

Stout is an Equal Employment Opportunity. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, religion, sex, national origin, disability, age, protected veteran status or any other characteristic protected by applicable local, state or federal law.

Stout is required by applicable state and local laws to include a reasonable estimate of the compensation range for this role. The range for this role considers several factors including but not limited to prior work and industry experience, education level, and unique skills. The disclosed range estimate has not been adjusted for any applicable geographic differential associated with the location at which the position may be filled. It is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is $20.00 - $40.00 Hourly. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.