Houston, TX, 77007, USA
12 days ago
Investment Banking Associate - Energy (Houston, TX)
**Responsibilities** + Support transaction execution across M&A, equity, and debt advisory assignments from initial analysis through closing + Develop and review financial models, including operating models, valuation analyses (DCF, comparable companies, precedent transactions), and transaction-related analyses + Prepare high-quality client materials, including pitch books, confidential information memoranda (CIMs), management presentations, and board-level materials + Perform company-specific, industry, and market research across energy subsectors such as upstream, midstream, power, renewables, and energy services + Coordinate and manage transaction processes, including due diligence activities and interaction with clients, investors, legal counsel, accountants, and other advisors + Review and oversee analysts’ work product, providing guidance, feedback, and quality control + Assist senior bankers with business development efforts and ongoing client relationship management **Qualifications** + Bachelor’s degree required; MBA or other advanced degree preferred + 2–4 years of relevant experience in investment banking, corporate finance, or a related field; energy sector experience preferred + Strong financial modeling, valuation, and analytical capabilities + Proficiency in Microsoft Excel, PowerPoint, and relevant financial databases + Ability to manage multiple priorities in a deadline-driven environment + Strong written and verbal communication skills + High level of professionalism, attention to detail, and commitment to teamwork **Preferred Experience** + Prior experience in energy investment banking, energy-focused private equity, commercial or investment banking, or corporate development + Familiarity with energy-specific financial and operating metrics + Experience supporting M&A transactions **Our Culture** Raymond James offers a client-first culture that values integrity, collaboration, and long-term relationships. Associates are encouraged to take ownership of their work, contribute ideas, and build lasting relationships with colleagues and clients while developing their careers in a supportive environment.
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