Investment Banking Associate - Energy (houston, Tx)
Willenborg Wealth Management
Houston, TX, US
Not specified; not specified; not specified
M&a transaction execution support
Financial modeling and valuation analysis
Energy sector industry research
The Energy Investment Banking team seeks an Associate to support merger and acquisition, capital markets, and strategic advisory assignments across the energy sector
Job Summary
The Energy Investment Banking team seeks an Associate to support merger and acquisition, capital markets, and strategic advisory assignments across the energy sector.
Associates will develop and review complex financial models, prepare high-quality client materials like pitch books and CIMs, and coordinate due diligence activities.
Raymond James offers a client-first culture that values integrity, collaboration, and long-term relationships while encouraging associates to take ownership of their work.
Matching Summary
The Energy Investment Banking team seeks an Associate to support merger and acquisition, capital markets, and strategic advisory assignments across the energy sector.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
M&A transaction execution support
Financial modeling and valuation analysis
Energy sector industry research
Client material preparation including pitch books
Due diligence coordination and management
Nice-to-have
Senior banker collaboration experience
Business development assistance capability
Analyst work product oversight skills
Strong written and verbal communication
Collaborative team environment fit
Key Requirements
Bachelor's degree in Accounting, Business Administration, or Finance required
3 to 6 years of relevant investment banking experience
Securities Industry Essentials Exam (SIE) certification preferred
Energy sector experience preferred
Proficiency in Microsoft Excel and PowerPoint required