Vice President, Energy Private Equity Secondaries

Westwood Holdings Group•Houston, TX

16d

About The Position

The Vice President, Energy Private Equity Secondaries position is responsible for participating on the investment team for a Houston-based energy private equity secondaries and continuation fund investment business. Significant time and effort will be invested in sourcing, underwriting, financial modeling, evaluating, and due diligence efforts for new secondary investments in upstream, midstream, oilfield service, power and other traditional energy sectors. The position will be involved with portfolio management, strategic decision-making, writing investment memos, quarterly newsletters, investor communications and other investment related reports.

Requirements

Bachelor's degree in petroleum engineering, finance, economics or other related fields.
8+ years of experience in investment banking and private equity with focus on the upstream sector
Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
Superior interpersonal, organizational and client service skills with a proven ability to build and maintain relationships.
Proven track record of deal execution, underwriting and investment analysis.
Advanced financial modeling and valuation skills
Excellent communication skills and strong interpersonal skills with a client focus.
High attention to detail, organized and thorough.
Mature, polished and professional presence and disposition.
Positive attitude with a friendly and upbeat demeanor.
Highly motivated and proactive with a willingness to assist in all tasks.
Ability to maintain confidentiality and work in a high-pressure environment and ability to manage deadlines proactively
Proficiency with Microsoft Office including Word, Excel and Outlook.
Able to work collaboratively in a small team environment as a team player.

Nice To Haves

MBA preferred
Series 7 and CFA preferred

Responsibilities

Investment Analysis, Modeling and Due Diligence
Develop underwriting and financial models in excel for new and existing investments in energy private equity LP interests, continuation funds, and direct investments with individual company analysis of upstream, midstream and other energy sectors. Detailed analysis required to underwrite new investments with several case studies using discounted cash flow, M&A precedent transactions, and sensitivity analyses to oil and gas prices.
Manage end-to-end due diligence processes across multiple GPs, fund and direct investment due diligence on all underlying and new portfolio companies.
Prepare investment committee materials and quarterly investment reports with clear, data-driven recommendations.
Deal Sourcing & Networking
Support origination efforts by evaluating multiple opportunities and cultivating relationships with industry contacts with travel to industry conferences, AGMs, and investor meetings.
Conduct market research and competitive analysis to identify attractive investment themes and targets.
Transaction Management
Oversee deal structuring, negotiations, and documentation in collaboration with legal and advisory teams.
Ensure timely execution and alignment with strategic objectives.
Portfolio Oversight
Monitor portfolio company performance and support value creation initiatives, including M&A, operational improvements, and strategic planning.
Provide analytical support for key decisions.
Sector Expertise
Stay current on energy market trends, regulatory developments, and emerging technologies.
Contribute to thought leadership and internal strategy development
Other duties as assigned