Principal Associate, Energy Investment Banking

Capital One • Houston, TX

7d • $119,400 - $136,200 • Onsite

About The Position

The Principal Associate is a critical member of Capital One’s Energy, Power and Renewables Banking team, based in Houston, Texas. The role supports marketing activities and the execution of debt and equity capital markets, loan syndications, and advisory transactions for corporate and sponsor clients. It provides industry- and company-specific research and supports preparation of financial models, transaction marketing materials, internal approval memoranda, and other analytics for new business generation.

The position involves significant exposure to senior and mid-level bankers and external clients, including corporate management teams and financial sponsor principals. The individual is expected to obtain the Series 79 and Series 63 licenses to work on securities offerings. Capital One will not sponsor a new applicant for employment authorization for this position.

Requirements

• Bachelor’s degree or military experience.
• Ability to work in a fast-paced, dynamic environment and proficiency in multitasking.
• Strong interest in client contact and interaction.
• Ability to work collaboratively as a team player and independently as a self-starter.

Nice To Haves

• Master of Business Administration.
• At least 1 year of banking experience in corporate banking, capital markets, or investment banking.
• FINRA Series 79 and Series 63 licenses.
• Experience with financial modeling.
• Formal credit training.

Responsibilities

• Create and maintain marketing materials and pitch books.
• Create and maintain comparable-company databases tracking industry trends, company profiles, and transaction details.
• Create and maintain transaction-specific models and analyses, including merger models, valuation analyses, acquisition financing models, upstream and midstream corporate cash flow models, and NPV analyses.
• Keep the broader banking team updated through regular distributions of transaction overviews and deal reports.
• Draft industry-, sector-, and company-specific reports and presentations for internal use and client meetings.
• Support deal execution in capital markets, loan syndications, and advisory processes, including creating marketing materials, managing external client and lender requests, and maintaining contact and diligence lists.
• Participate actively in due diligence sessions.
• Assist with special projects supporting new business generation.
• Coordinate with Underwriting and Credit teams on transactions.
• Engage with corporate management teams, financial sponsor principals, and members of the general investor community.

Benefits

• Comprehensive, competitive, and inclusive health, financial, and other benefits supporting total well-being.
• Eligibility for performance-based incentive compensation, which may include cash bonuses and/or long-term incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior