Investment Banking Analyst 2 Energy and Midstream M&A
About The Position
Our client, a leading global financial services firm, is seeking an Experienced Analyst to join their Energy and Midstream Investment Banking team in Houston, TX. Firm Overview: Our client is a leading global financial services firm that has been at the forefront of financial and technological innovation for decades. A preeminent investment bank serving thousands of institutional clients around the world, the firm is recognized for its strengths in fixed income and equity capital markets, investment banking, SPAC underwriting, PIPE placements, commercial real estate, and its global distribution platform. Its portfolio of businesses also includes Prime Brokerage, Asset Management, and other ventures, supported by trading desks in every major financial center globally. As one of the few remaining private partnerships on Wall Street, our client has the distinct ability to focus on long-term value creation and solid relationship building. This structure allows the firm to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy, and attract talented individuals who are driven to succeed.
Requirements
- 1–2 years of investment banking experience; energy and midstream experience strongly preferred
- Demonstrated experience supporting M&A, capital markets transactions, and strategic advisory assignments
- General knowledge of energy and midstream industry trends
- Financial modeling and valuation expertise; knowledge of energy/midstream-specific frameworks preferred
- Exceptional verbal and written communication skills
- Proven ability to manage multiple workstreams simultaneously in a fast-paced environment
- Strong attention to detail and organizational skills
- Bachelor's Degree required
- Undergraduate or graduate coursework in a relevant field (engineering, energy, finance, or related) is a differentiating plus
Nice To Haves
- Series 63 and 79 licenses preferred
Responsibilities
- Support the execution of equity financings, M&A, and other strategic advisory transactions for energy and midstream clients
- Prepare pitch books, offering memoranda, management presentations, and other transaction marketing materials
- Perform detailed financial modeling and valuation analysis to support live transactions and pitches
- Conduct industry, company, and asset-level research across the energy and midstream value chain
- Participate in client meetings and investor presentations
- Support drafting sessions for underwriting and advisory engagements
- Conduct comprehensive industry, company, and transaction-specific due diligence
- Provide analytical and execution support to senior bankers and deal teams
Benefits
- health, vision, and dental insurance
- paid time off
- 401(k) retirement plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
