Summer Analyst, ESOP - Investment Banking (2027)

Stout; New York (NY); On-site; USD 28,000 - 55,000; Full time

Job summary

Stout is seeking a Summer Analyst to support ESOP formation, recapitalization, and capital markets transactions. You will work under seasoned bankers, gaining exposure to cash flow modeling, valuation, and client engagement.

The role emphasizes mentorship, structured training, and the opportunity to learn the sell-side and ESOP execution processes within a collaborative, fast-paced team environment.

Qualifications

• Pursuing a BA/BS in Accounting, Economics, Finance, or related discipline.
• GPA of 3.5 or higher preferred.
• Interest in investment banking and ESOPs is a plus.
• Relevant internship or extracurricular experience in finance is preferred.
• Familiarity with Excel, PowerPoint, and Word.
• Strong analytical, quantitative, and detail-oriented mindset.
• Excellent communication and eagerness to learn in a fast-paced environment.
• Willingness to use AI tools to support research.
• US work eligibility without sponsorship.

Responsibilities

• Support ESOP formation, recapitalization, and capital markets transaction work.
• Assist with client and marketing materials such as pitch books and presentations.
• Contribute to financial modeling, cash flow analysis, and valuation work.
• Participate in structured training, mentoring, and networking opportunities.
• Attend client calls and observe live transactions and pitches.

Skills

Analytical

Communication skills

Detail-oriented

Ability to learn quickly

AI tool familiarity

Education

BA/BS in Accounting, Economics, Finance, or related

Tools

Excel

PowerPoint

Word

Job description

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.

Impact You'll Make

The Stout ESOP Investment Banking Team is looking for a Summer Analyst to support the execution of ESOP ("Employee Stock Ownership Plan") formation, recapitalization, and capital markets transactions. The Summer Analyst will work under the guidance of product bankers for various transaction and pitch assignments. Successful candidates will be analytical, detail-oriented, and eager to learn about content creation and financial modeling.

Under the mentorship of seasoned Stout professionals, Summer Analysts at Stout will have the opportunity to build foundational investment banking knowledge while gaining exposure to client work. Candidates will gain significant exposure to cash flow modeling, capital structure & valuation analysis and private capital markets.

The ESOP Investment Banking team partners with successful family- and founder-owned businesses to evaluate strategic alternatives, including the formation of an ESOP to facilitate ownership transition, alongside more traditional sell-side options. Additionally, we assist large, successful companies with established ESOPs in recapitalizations with private capital providers, and support industry bankers in sell-side roles for ESOP-owned companies seeking exits to strategic buyers or private equity.

The ESOP Investment Banking team collaborates with industry bankers and our capital markets team to identify ideal candidates for ESOP exits, often working with owners pursuing a dual-track approach of both ESOP and traditional sell-side transactions.

Stout is committed to fostering the professional growth of its team members. As an apprenticeship-driven organization, Summer Analysts benefit from institutional support and the opportunity to work with senior leaders, gaining mentorship and exposure to a career in investment banking.

What You'll Do

• 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

What You Bring

• Pursuing a BA/BS in Accounting, Economics, Finance, or a related discipline
• Strong academic record, with a GPA of at least 3.5 preferred
• Demonstrated 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
• Analytical, quantitative, and detail-oriented mindset
• Strong communication skills, a desire to learn, and the ability to work in a fast-paced environment
• Familiarity with or interest in using AI tools to improve research and analysis (preferred, not required)
• Must be eligible to work in the US, without employer sponsorship, at the time of hire and in the future

How You'll Thrive

• Cultivate a positive, team-oriented approach that fosters collaboration and shared success
• Demonstrate accountability and reliability by consistently delivering high-quality results and meeting expectations
• Exhibit an entrepreneurial mindset and a commitment to excellence in all aspects of your work
• Build meaningful relationships and leverage strong interpersonal skills to create trust and drive outcomes
• Communicate effectively and respond promptly, ensuring clarity and alignment with stakeholdersBring intellectual curiosity and a keen attention to detail to problem-solving and decision-making
• Apply analytical and quantitative skills to uncover insights and support data-informed decisions
• Show a willingness to learn the sell-side execution process and contribute to the team where you can

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.

https://www.stout.com/en/careers/benefits

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.