Business Project Manager

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.
General Purpose: This position will join the Investment Banking COO organization as a Business Project Manager primarily reporting to the Chief Operating Officer. The Stout Investment Banking business consist of industry verticals: Industrials, Business & Industrial Services, Healthcare, Consumer, and Professional & Government Services, and products lines: ESOP Advisory, Debt Capital Markets, and Financial Sponsor Group. The Business Project Manager will serve as a trusted advisor to the entire Investment Banking organization spanning from junior bankers to senior bankers, including the Head of Investment Banking and Industry & Product Group Heads.
Major Duties and Responsibilities:

• Develop the skills and complete training to become a subject matter expert in DealCloud
• Assist and manage DealCloud CRM system - implementation, monitoring, and supporting best practices
• Work closely with the team to ensure complete and accurate data and functional information on a timely basis
  
  • Audit of DealCloud - data clean-up and revamping set up
  • Help manage the pipeline, interactions, referrals, and other supporting functions
  • Work on various ad hoc initiatives
• Create process overviews, trainings, and updates regarding DealCloud to ensure consistency within the team
• Assist in building custom workflows, dashboards, and reporting to support the Investment Banking team
• Manage the Engagement Lifecycle
  
  • ELM - conflict checks, matter number requests
  • IB Matter Setup
• Identify opportunities to enhance and establish best practices across the team
• Event planning and execution
  
  • Providing support to executives by creating proposals for relevant business events
  • Coordinating with the venue manager to select an appropriate site for the event
  • Overseeing the development of a budget for the event, including all costs associated with venue rental, entertainment, catering, and other event elements
  • Arranging travel plans for speakers or performers who will be attending the event
  • Coordinating with catering staff, including selecting menu items and crafting a custom food and beverage plan
  • Planning the event's agenda
  • Managing the event staff to ensure that everything goes smoothly during the event
  • Managing all aspects of the event planning process and coordinating with other departments to ensure that all details are taken care of
• Arrange and coordinate travel schedules and reservations for the investment banking group
• Prepare correspondence and assist with preparation and editing of presentation materials utilizing Microsoft Office
• Assist with logistics for offsite management presentations (travel, hotels, conference meeting space, lunch, and dinner reservations, etc.)
• Prepare, track, and reconcile expenses for team members including expense report preparation

and reconciliation for senior level bankers across the team

• Communicate project-oriented goals, milestones, and identify challenges earlier the process
• Partner across various departments and levels (HR, Compliance, Legal, Procurement, Finance and Accounting)

Requirements / Qualifications:

• 4-year college degree in Communications, Accounting or Finance a plus
• 4 years of previous experience necessary; In-depth understanding of middle market investment banking and supported investment banking teams in previous roles
• Excellent verbal, written, and interpersonal communication skills.
• Entrepreneurially minded individual with strong analytical, comprehension and problem-solving skills
• Previous experience managing CRM Tools (DealCloud, Salesforce, or similar CRM Systems)
• Ability to prioritize tasks, work on multiple, meet deadlines in a rapidly changing environment
• Ability to partner, collaborate and consult with peers across the group from junior level to senior level management
• Ability to manage and multi-task various important large-scale initiatives
• Ability to research and report on a variety of issues using problem solving skills
• Ability to work independently

#LI-CM2
Why Stout?
Our goal is to provide a comprehensive Total Rewards program that includes competitive compensation, benefits & wellness programs that allows employees to choose what's most important to them at any life stage. At Stout, we are committed to the personal and professional development of our employees while fostering a diverse and inclusive environment.
Stout Culture: We honor the fundamental value and dignity of all individuals. We are committed to representing and including the unique experiences, perspectives, and backgrounds of our people, partners, and the communities we serve. Our core values embrace a culture of inclusion and the equitable treatment of all team members, starting with Stout's leadership and spreading across the organization. We strive to recruit, develop, and retain individuals with an array of talents, ideas, and experiences that propel the entrepreneurial spirit and exceptionalism that drive our success. To learn more about our commitment to diversity, equity, and inclusion, click here.
Professional Development: To foster employee development we offer ongoing training and learning opportunities, employee resources groups, mentorship programming, and professional designation reimbursement. We believe in timely and proactive performance excellence, ongoing 360 feedback, clear performance expectations at each level, and quarterly check-ins with your manager ensure you are supported and growing your career.
Stout Benefits : Stout offers a variety of benefits to meet the ever-changing needs of our employees throughout their career at Stout. View our Benefits page to see what this can look like for you.
Flexible Work Schedules: Work-life balance is important to us and we want our employees to have balanced lives, which is why we have a discretionary time off policy for all salaried exempt employees. This gives you the ability to take time off as appropriate.
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 / Affirmative Action employer. All qualified applicants will receive consideration for employment on the basis of valid job requirements, qualifications and merit without regard to race, color, creed, religion, sex (including pregnancy), sexual orientation, gender identity, national origin, physical or mental disability, age, protected genetic information, protected veteran status or any other characteristic protected by applicable local, state or federal law. Stout values a diverse workforce and strongly encourages women, people of color, members of the LGBTQ+ communities, veterans, people with disabilities and members of other underrepresented communities to apply.
Interested in joining a rapidly growing group of bright, ambitious professionals in a work environment that values culture, diversity, and personal growth? Stout might just be the right place for you.