IBCM Industry Specialist Associate - Energy

Truist•Houston, TX

3d•Onsite

About The Position

The Industry Specialist (IBCM) supports end-to-end deal origination and execution for technical investment banking mandates. Requires combining investment banking acumen with hands-on subject matter expertise to advise clients on important, highly technical transactions. Responsible for overseeing technical diligence in partnership with investment banking coverage officers to identify, pitch, and execute technical advisory mandates. The role leverages a strong technical background to perform analyses specific to the industry vertical covered. Additional responsibilities on internal client management duties as specified by manager and team.

Requirements

BA/BS degree
Licenses: Series 79, 63
4 years of related work experience
Strong knowledge of investment banking, market, industry sector, and/or financial products
Mastery of financial and accounting concepts to facilitate the creation or review of in-depth financial models involved in transactions
Strong organizational and leadership skills
Advanced skills in written and oral communications, and interpersonal relationship management
Solid analytical and sales skills

Nice To Haves

MBA degree, with a Finance focus, or equivalent advanced technical degree
8 years of related work experience
Experience in mentoring and coaching

Responsibilities

Plays an integral role in supporting new business development, due diligence, and/or transaction execution.
Independently performs tasks assigned and managed by senior staff, including drafting internal and external documents and marketing materials, executing transactions, as well as working with clients, attorneys, investors, interested parties and/or other senior professionals on a day-to-day basis.
May coach and mentor Analysts or Interns.
Additional responsibilities on internal client management duties as specified by manager and team.