Investment Banking Associate - Energy (Houston, TX)
Raymond James Financial, Inc.
**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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