Investment Banking Analyst - Energy Client Coverage - Corporate & Investment banking - Houston, Texas, United States

Societe Generale

$80K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Degree in Finance, Accounting, or Economics from a first-class university
  • 1-3 years of prior work experience in investment banking, accounting, asset management, or consulting
  • Strong interest in finance and global capital markets
  • Strong financial accounting and corporate finance skills
  • Fluent in English (written and spoken)

Responsibilities

  • Support Senior Bankers in originating and executing IB transactions
  • Prepare pitch presentations and support memos for clients
  • Conduct advanced Excel modeling for profitability and acquisition finance analysis
  • Develop and onboard client profiles, including KYC documentation
  • Conduct special sector studies and various internal reports as needed
  • Communicate with clients for periodic documentation updates
  • Track live deal and pitch communications for clients

Benefits

  • Competitive benefits package including 401(k) plan with company match
  • Medical, dental, and vision insurance
  • Additional benefits for fertility, wellness, student loans, and commuters
  • Eligibility for an annual discretionary bonus
Full Job Description
ResponsibilitiesThe Houston based Energy Client Coverage team is responsible for originating global Investment Banking business with a portfolio of approximately 20 US and Canadian clients involved in the Energy Transition sectors-Power (generation, transmission, distribution) and "New Energy" subsectors (Hydrogen, clean fuels, CCUS, etc), ranging from large publicly traded companies to leading private developers. In addition, on the Oil and Gas side, there are approximately 20 US and international clients, including International Oil Companies, midstream, refining, oilfield service and petchem companies, also involved in the New Energy space. Bankers in Corporate Coverage provide business lines with access to client deal flow and assist in cross-selling all Societe Generale key global products. This is accomplished through client meetings with CFOs and Treasurers, Treasury teams and Corporate Development teams to pitch new business. Our goal is to develop business in accordance to Societe Generale's high standards, healthy returns and superior quality that meet the Bank's after-tax return requirements.With offices in ~70 countries, a bulge bracket presence in the Euro capital markets, and an active IB presence in the Americas and Asia/Pacific, and Africa/Middle East, SG has a world class global Energy practice. SG is particularly well known for energy structured finance advisory: Renewables, Transmission, Oil and Gas Midstream, Downstream, Petchem) as well as a broad spectrum of traditional IB products (Global Debt Capital Markets, Global Equity Capital Markets, M&A, Acquisition Finance, Ratings Advisory, ESG Advisory, FX & Interest Rate Market Risk Advisory, etc.The IB Analyst in the Houston Energy Client Coverage Team supports the Senior Bankers with the origination and execution of IB transactions, working closely with existing and prospective clients, as well as SG colleagues from the global investment bank. Day to day responsibilities (under the supervision of the Coverage team) include but are not limited to the preparation of:Pitch presentations (slide creation and binding)Pre-Screening / Support Memos (business cases and client profitability analysis)Profitability analysis (advanced Excel modeling) for prospective transactionsAcquisition finance modeling (Three-statement, Discounted Cashflow, Merger, Consolidation)Client profile development / Onboarding / KYCSpecial sector studies as neededVarious internal reports and operational Coverage team supportCorporate Finance data gathering on individual clients or industrial sectorsInteraction with business line product specialists on specific client initiativesTracking of live deal and pitch communication for current and prospective clientsYearly budget, periodic income forecast, income correction campaigns on the portfolioCommunication with clients for periodic Know Your Client document updatesTravel for industry presentations and client meetings as needed Profile requiredCOMPETENCIESRequired:Strong organizational skillsStrong personal drive and self-motivation Strong research capabilitiesStrong written and verbal presentation skillsAbility to write succinctly and convincingly (effective communication skills)Ability to handle several projects at the same time (2-4 live deals or projects at once)Commitment to delivering to tight deadlinesAbility to reason through business situationsDesired:Ability to work in different time zones with product linesFlexibility to work hours necessary to get tasks completedDesire to develop successful career in the banking industry and in relationship managementTECHNICAL SKILLSRequired:Strong Financial Accounting and Corporate Finance skill setMastery of Excel and PowerPoint Excellent communication and interpersonal skills (personality fit is very important)Fluent in English (written and spoken)Desired:Proficient in computer based research tools (Bloomberg, Capital IQ, Thomson Reuters)Three-statement, DCF, LBO, Merger, Consolidation financial modeling abilityKnowledge of bank products (can be learned over time)QUALIFICATIONS Required:Strong interest in finance and global capital marketsDesired:Prior experience accounting, asset management, consulting, or investment banking1-3 years of prior work experience in investment banking, accounting, transaction services, asset management, or consultingCERTIFICATIONSRequired:Degree in Finance, Accounting, or Economics from a first-class universityFINRA SIE, Series 79, and 63 registrations (successful completion of exams within 5-months of joining, if candidate is not already registered)Desired:Course work in Finance, Accounting, Economics, Banking, Statistics, Financial Modeling COMPENSATION:Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.

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