Vice President, Portfolio Valuation Services

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:

Stout’s Valuation Advisory professionals help clients gain confidence by bringing clarity to the most complex valuation matters.  As one of the largest independent valuation practices in the country, we provide specialized experience across a broad spectrum of industries, asset classes and geographies.

Vice Presidents/Sr. Vice Presidents will work on a variety of assignments, including the valuation of private debt and equity portfolios, complex securities and various strategic initiatives supporting Stout’s expansion objectives. This professional will manage a team of professionals responsible for production of valuation analysis and servicing client relationships.

What You’ll Do:

• Work with engagement leaders to strategize engagement approaches, develop workplans, monitor progress, and report on critical path items

• Perform company, industry, and case-specific research, including technical, economic, accounting, and market research, to support analyses and conclusions

• Prepare and review written reports, presentations, and graphical exhibits to communicate findings effectively

• Analyze financial statements, accounting records, tax returns, and other financial documents to identify critical insights across multiple engagements

What You Bring:

• Minimum 5 years of experience in portfolio valuation, complex securities valuation, portfolio management or research with a focus on private equity, private credit or asset-based finance asset classes

• 4-year degree necessary with an emphasis in finance, accounting, financial engineering, math or other quantitative degrees.

• Solid understanding of key financial models and valuation methodologies

• Professional designation preferred – CFA, ASA, CPA, CEIV is a plus.

• Proficient in valuation approach related to private debt, equity, asset-based finance and other complex financial instruments

• Intermediate/advanced understanding of economics, financial theory and/or principles of accounting

• Excellent verbal and written communication skills

• Proficient computer skills (primarily Excel, Word, and PowerPoint). Knowledge of Python and/or Tableau / Power Bi is a plus

• Relationship-focused (with clients, peers, management, etc.)

• Positive and enthusiastic attitude

• Excels in a team-oriented work environment

• Shows creativity in problem solving

• Accountability and ability to multi-task

• Strong technical and analytical skills

• Self-motivated with a strong work ethic and detail-oriented

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

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 $87,000.00 - $195,000.00 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.