Investment & Corporate Banking - Energy - Oil & Gas, Associate (Houston, TX)The Energy Group is seeking a Houston-based, qualified, motivated investment banking Associate. Prior investment banking or similar professional experience within the upstream, midstream and/or downstream oil and gas industry is required.
As a cross-product industry team, associates in the Oil & Gas Group work on a variety of transactions, including M&A, A&D, corporate valuation, board advisory and capital raises. Associates typically function as members of deal teams comprising a Managing Director, Director - Vice President, Associate, and Analyst, plus technical professionals.
Associate responsibilities include: valuing oil and gas companies and assets, performing a broad range of other financial analyses; preparing confidential information memoranda, new business pitches, and other presentation materials; assisting with the development and maintenance of client and prospective client relationships; and supervising financial analysts and other junior staff.
Associates are assigned to a variety of projects and other responsibilities include:
- Conduct extensive quantitative economic, industry and company research and analysis
- Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
- Evaluate risk/return parameters of financing transactions
- Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
- Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
- Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources
- Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
- Assist in the development and continued cultivation of client relationships
Qualifications:
- Masters and/or Bachelors degree in Finance, Accounting, or Economics
- At least two years of prior investment banking or similar professional experience focused on the oil and gas industry is required; some upstream technical experience is preferred.
- Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
- Must have experience in the general Energy sector
- Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
- Ability to manage multiple projects simultaneously
- Ability to work under pressure and adhere to tight deadlines
- Strong written and oral communication skills and ability to convey ideas
- Creativity and intellectual curiosity
- Ability to work independently and must be able to work effectively in a team environment
- Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
- Series 79 & 63
