Associate, Investment Banking (Business Services)

Stout

$145K — $175K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of overall professional experience
  • Bachelor’s degree in Finance, Economics, or a related field
  • Advanced proficiency in Microsoft Office applications
  • Strong communication skills in a fast-paced environment
  • Demonstrated leadership skills in mentoring junior team members

Responsibilities

  • Collaborate with senior bankers on business development and transaction execution
  • Lead evaluation, origination, and execution of diverse deals
  • Build and maintain client relationships through high-quality service
  • Oversee all phases of transaction execution and advisory strategies
  • Manage financial modeling, pitch materials, and client communication

Benefits

  • Comprehensive benefits package
  • Participation in an annual bonus plan
  • Opportunities for professional development
  • Supportive, team-oriented work culture
  • Access to mentorship programs
Full Job Description

Impact You’ll Make:

Stout is looking for an experienced Associate to join its Investment Banking team, with a focus on Business Services. This role will support the execution of middle-market transactions, including mergers and acquisitions (M&A), capital raising, employee stock ownership plans (ESOPs), and special situations.

The Associate will play an active role in advancing the firm’s M&A and Capital Markets advisory work by partnering with senior bankers, supporting client coverage and business development, and helping manage key aspects of the deal process.

This position offers an opportunity to gain meaningful transaction experience and contribute to a high-performing team serving companies across the business services sector.

What You’ll Do:

  • Collaborate closely with senior bankers to drive business development efforts, including client coverage, prospecting, program management, and transaction execution.

  • Lead the evaluation, origination, and execution of deals across diverse assignments, with a focus on the defense and government services markets.

  • Build and maintain strong client relationships, primarily through the delivery of high-quality transaction execution and advisory services.

  • Oversee all phases of transaction execution, including coordinating internal teams, engaging stakeholders, and shaping advisory strategies and product solutions.

  • Mentor and manage junior team members (analysts, and interns) to ensure timely delivery of high-quality engagement deliverables.

  • Manage advanced financial modeling, pitch materials, and deal processes while maintaining clear and effective client communication.

What You Bring:

  • 3+ years of overall professional experience.

  • Bachelor’s degree in Finance, Economics, or a related field required

  • Advanced proficiency in Microsoft Excel, PowerPoint, Word, and other Office applications.

  • Strong communication skills and the ability to perform effectively in a fast-paced environment.

  • A positive, team-oriented mindset.

  • Strong sense of accountability and dependability.

  • Entrepreneurial drive with a commitment to excellence.

  • Proven ability to build and maintain relationships.

  • Excellent communication skills with a high level of responsiveness.

  • Intellectual curiosity and strong attention to detail.

  • Advanced analytical and quantitative capabilities.

  • Deep understanding of the sell-side transaction process.

  • Demonstrated leadership skills, including mentoring and developing junior team members while effectively managing senior-level relationships.

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 stakeholders.

  • Bring intellectual curiosity and a keen attention to detail to problem-solving and decision-making.

  • Apply advanced analytical and quantitative skills to uncover insights and drive data-informed strategies.

  • Leverage a deep understanding of the sell-side execution process to navigate complex transactions and achieve optimal results.

A reasonable estimate of the current range is $145,000 - $175,000 Annual. This role is also anticipated to be eligible to participate in an annual bonus plan. Information about benefits can be found here - https://www.stout.com/en/careers/benefits.

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