Investment Consultant - Los Angeles, CA (Downtown)
Finance advisor job in Pasadena, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
2 years of experience in the financial services industry
Ability to leverage Business development experience
Passion for gaining knowledge of brokerage/banking products and services
Openness to build strong client relationships
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Corporate Finance, FP&A
Finance advisor job in The Woodlands, TX
Senior FP&A Analyst
We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization.
Key Responsibilities:
Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives.
Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures.
Support multiple capital raise initiatives, including debt, equity, and hybrid instruments.
Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities.
Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors.
Collaborate cross-functionally with business units to align financial strategy with operational goals.
Monitor performance metrics, key drivers, and trends to guide strategic decision-making.
Qualifications:
4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies
Strong financial modeling, valuation, and analytical skills.
Proven experience in M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
Investor Relations Associate
Finance advisor job in Sugar Land, TX
Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships.
Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations.
Requirements:- Bachelor's degree in finance, business administration, or a related field.
- Proven experience in investor relations, sales, or financial services.
- Strong knowledge of investment management principles and practices.
- Proficiency in basic accounting, financial reporting and banking operations.
- Familiarity with SEC regulations and compliance requirements.
- Ability to build and maintain relationships with investors, analysts, and other stakeholders.
- Detail-oriented with strong organizational skills.
Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
Supplemental pay types:
Bonus opportunities
Ability to commute/relocate:
Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required)
Experience:
Microsoft Office: 4 years (Preferred)
Sales: 4 years (Preferred)
Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding)
Supplemental Pay:
Bonus opportunities
Job Type: Full-time
Schedule:
8 hour shift
Work Location: In person
Client Advisor
Finance advisor job in Sugar Land, TX
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.
Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.
Your Next Chapter:
Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we're redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial freedom, and the backing of a $4.8B global fintech leader.
We're seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure's footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you'll join that evolution.
What You'll Do:
Revenue Growth & Business Development
Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota.
Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity.
Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business.
Client Acquisition & Relationship Management
Serve as a trusted advisor by developing deep client relationships, providing a consultative sales approach while understanding unique business challenges, and delivering holistic solutions that drive long-term value.
Blend human connection with technology by using CRM and engagement platforms to personalize outreach, track interactions, and identify upsell and cross-sell opportunities.
Build strong external networks and promote Acrisure within the community as a growth-minded, fintech-enabled insurance leaders.
Sales Process & Cadence Discipline
Follow structured sales cadences to ensure consistent pipeline progression, accurate forecasting, and disciplined deal management throughout the create-convert-close-retain cycle.
Collaborate with leadership on revenue forecasts, pipeline reviews, and strategic deal planning, providing proactive updates and recommendations to optimize outcomes.
Market Research & Competitive Analysis
Stay ahead of industry and market trends, using analytics platforms and sales enablement tools to identify opportunities, track competitor activity, and refine positioning.
Share insights with leadership and cross-functional teams to help optimize product offerings, client experience, and revenue strategies.
What You'll Bring:
Minimum 2 years of experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred.
Property and Casualty license preferred, or ability to obtain license upon hire.
Our ideal candidate will bring:
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or new revenue growth in the industry with a focus on utilizing technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.
If you're ready to grow boldly forward with Acrisure and apply your skills as a Sales Professional, Producer, or Client Advisor, we invite you to submit an application today and take the next step in your sales career. Welcome, your new opportunity awaits you.
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.
Why Join Us:
At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.
Employee Benefits
We also offer our employees a comprehensive suite of benefits and perks, including:
Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
… and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting
*******************
.
California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.
Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.
Welcome, your new opportunity awaits you.
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Finance advisor job in Houston, TX
Global Investment Banking Summer Associate - Houston
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
RBCCM U.S. Summer Associate Program
Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group.
Similar to full-time GIB Associates, Summer Associates will spend their time:
Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB
Developing and preserving complex financial models
Contributing to the delivery of client meetings and presentations
Conducting research to analyze market trends
Researching and analyzing future opportunities
What do you need to succeed?
In selecting Summer Associates, we look for the following:
Students in their penultimate year of study at an accredited 2-year MBA program
2+ years' work post-undergraduate work experience
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Associate or Vice President)
An opportunity to network and discuss career opportunities through a number of social events
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
609 MAIN STREET:HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-08-25
Application Deadline:
2026-01-01
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Auto-Apply2026 - Commercial & Investment Bank - Investment Banking Summer Associate Program
Finance advisor job in Houston, TX
JobID: 210659377 JobSchedule: Full time JobShift: Base Pay/Salary: San Francisco,CA $68,640.00-$225,000.00; Chicago,IL $60,000.00-$225,000.00; Boston,MA $60,000.00-$225,000.00; New York,NY $64,350.00-$225,000.00
Spend your summer working alongside the top professionals in the business to come up with solutions that shape the global economy. Our bankers are focused on long-term relationships and developing strategies that help our government, institutional and corporate clients grow and innovate; they do this by providing sound advice, helping them access funds and making connections, all while helping clients manage the many risks in today's complex environment. Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets.
As an Investment Banking Summer Associate within our team, you will collaborate with leading professionals to devise solutions that influence the global economy. You will focus on building long-term relationships and crafting strategies that support the growth and innovation of our government, institutional, and corporate clients. Your role will involve offering sound advice, facilitating access to capital, and fostering connections, all while assisting clients in navigating the complexities and risks of the current environment. You will work alongside our industry and product teams to develop and implement strategies that enable our clients to expand and meet their goals in the global market.
Our industry and product teams work together to develop and execute strategies that help our clients grow and achieve their objectives in today's global markets. The Investment Banking Summer Associate Program spans the following industry and product teams: Consumer & Retail, Diversified Industries, Financial Institutions, Healthcare, Latin America Advisory, Leveraged Finance, Media & Communications, Mergers & Acquisitions, Mid-Cap Investment Banking, Natural Resources, Real Estate, and Technology.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. We'll give you what you need to succeed from training to mentoring from senior leaders to projects that engage all your skills.
What to expect
Our nine-week program kicks off with four days of orientation and training, giving you technical and practical skills. Top performers may receive a full-time job offer at the end of the summer.
Job responsibilities
* Analyzing market data, building detailed financial models and preparing client presentations for mergers and acquisitions, leveraged buyouts and capital markets advisory
* Managing client transactions from pitch to close under the guidance of our senior leaders
* Coming up with innovative and creative ways to solve complex, real-world business challenges
* Learning how we help clients and communities grow, no matter their needs
* Sharpening your technical skills
* Building your professional network with mentors, senior executives and others
Required qualifications, capabilities, and skills
* Pursuing an MBA degree with an expected graduation date of December 2026 - June 2027
* Enrolled in an MBA program in the U.S.
* Excellent analytical, quantitative and interpretative skills
* Strong writing, communication and interpersonal skills
* Ability to thrive in a dynamic, collaborative work environment
* Being adaptable, flexible and resilient
* Knowing your way around Excel, PowerPoint and Word
* Fluency in English
Locations and groups you may join:
* New York City: All groups
* Boston: Technology
* Chicago: Diversified Industries, Mergers & Acquisitions
* Houston: Natural Resources (Oil & Gas)
* San Francisco: Healthcare, Mergers & Acquisitions, Technology
Join us
At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.
What's next?
Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume is a way for us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible.
After you confirm your application, we will review it to determine whether you meet certain required qualifications.
JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.
Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
2025 JPMorganChase. JPMorganChase is an equal opportunity and affirmative action employer Disability/Veteran
Auto-ApplyInvestment Banking Associate
Finance advisor job in Houston, TX
Job Description
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm's team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you!
Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting.
We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development.
Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Responsibilities:
Participating in all aspects of transactions, from pitching clients to closing deals.
Responsible for overseeing analysts' daily tasks.
Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings.
Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations.
Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical.
Qualifications:
Bachelor's degree in Finance, Accounting or related field.
Minimum 2-4 years of investment banking or M&A employment strongly preferred.
Motivated self-starter who excels in both independent and team-oriented environments.
Superior work ethic and commitment to high-quality results.
Ability to drive deliverables with minimal oversight.
Proficient in financial modeling, writing and presentation skills to support deals.
Articulate, with exceptionally strong communication skills.
Superior attention to detail.
Advanced knowledge of Excel and PowerPoint to perform responsibilities.
Ability to effectively, interact with senior executives and business owners.
Must be able to commute to the Houston office.
Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
Investment Banking - Technical Transaction Team, Energy - Associate Engineer
Finance advisor job in Houston, TX
As an Associate Engineer, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions
Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc.
Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin
Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
Conduct market research from various platforms including Enverus, Woomdac, and Factset
Maintain and update petroleum economics and reserves softwares and databases
Required capabilities, and skills
Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES)
Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis
Ability to generate and manage economic evaluation databases
Perform technical data reviews unassisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists
Assist and guide the development of key marketing materials and execution of mandates
Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms
Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win
Required qualifications
3-7 years of Petroleum Engineering experience conducting A&D evaluations
Lower 48 unconventional reservoir evaluation experience is preferred
Petroleum Engineering undergraduate degree is required
Deep level of economic understanding of development field economics:
Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs
ARIES experience required, working understanding of PHDwin welcomed
Spotfire experience required, working understanding of Tableau welcomed
Investment Banking (GIB)
Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, to provide comprehensive strategic advice, capital raising and risk management expertise. In-depth, industry-specific expertise and regional market acumen enable our industry coverage teams to serve the evolving needs of clients around the world. Our first-class business in a first-class way approach to serving clients motivates everything we do. We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our relationships, and identifying ways to help clients achieve their most important business objectives.
Auto-ApplyCorporate Philanthropy Analyst
Finance advisor job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
**Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)**
**Position Overview:**
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
**Key Responsibilities:**
+ **Operations Support** Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
+ **Project Management & Coordination** Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
+ **Grant Process Management** Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
+ **Data Management & Visualization** Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
+ **Presentation & Reporting Support** Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
+ **Communications Coordination** Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
**Qualifications:**
+ Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
+ 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
+ Strong organizational and project management skills
+ Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
+ Excellent written and verbal communication skills
+ Ability to manage multiple priorities and work collaboratively across teams
+ Passion for social impact, sustainability, and community engagement
**Working Conditions:**
+ Hybrid or office-based work environment
+ Occasional travel
+ Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
2025 Investment Banking Summer Analyst Program - Houston
Finance advisor job in Houston, TX
Projects include, but are not limited to:
Support deal teams in pitching and executing transactions
Create & maintain financial analyses and models
Understand product and market dynamics through comparable and markets analysis
Conduct due diligence and research on various businesses and industries
Develop presentation materials for internal colleagues, clients, and investors
Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise.
Société Générale is looking for individuals who highly value:
Academic accomplishments
Interest in financial markets and analyzing various businesses and industries
Team spirit and collaboration
Adaptability, innovative thinking, energy, and enthusiasm
The opportunity to experience varied work environments
Commitment to building meaningful professional relationships in the financial sector
Intrigued by content and pitch development
Profile Requested\: Undergraduate Class of 2026
Auto-ApplyCorporate Philanthropy Analyst
Finance advisor job in Houston, TX
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
Strong organizational and project management skills
Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
Excellent written and verbal communication skills
Ability to manage multiple priorities and work collaboratively across teams
Passion for social impact, sustainability, and community engagement
Working Conditions:
Hybrid or office-based work environment
Occasional travel
Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Intern - Financial Analyst (Houston, TX.)
Finance advisor job in Houston, TX
Financial Analyst Intern (Houston, TX.)
Duration: 1-6 Months (Unpaid Internship) Compensation: Unpaid, but outstanding interns may receive sponsorship and performance-based bonuses
To Apply: Please send your resume and a brief cover letter to ***************************************************
Position Overview
We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment.
Responsibilities
- Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives.
- Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies.
- Support the development of financial models for forecasting and budgeting purposes.
- Analyze industry trends to identify potential investment opportunities or financial risks.
- Contribute to the preparation of detailed reports and presentations for investors.
Qualifications
- Previous experience in finance, particularly within the real estate sector, is highly desirable.
- Involvement in student union or leadership experience in campus organizations.
- Legal work status in the United States (U.S. citizens and Green Card holders preferred).
- Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling.
- Excellent organizational, communication, and presentation skills.
Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
Investment Banking Associate, Energy Engineer - Houston
Finance advisor job in Houston, TX
We are passionate about our business and our culture, and are seeking individuals with that same drive. Day-to-Day Responsibilities: * Lead and ensure technical excellence in the analysis and valuation of oil and gas assets. * Drive the preparation of client presentations and serve as a key point of contact for senior bankers and clients.
* Oversee company and industry research, synthesizing findings into actionable strategic insights and recommendations.
* Manage and mentor analysts in handling large datasets, technical workflows, and extracting critical business insights.
Primary Responsibilities:
* Lead the development, calibration, and validation of type curves and production forecasts across a broad spectrum of oil and gas assets.
* Apply advanced reservoir engineering and data science methodologies to formulate and defend optimized development strategies for client assets.
* Direct the generation, categorization, and risk-assessment of undeveloped inventory.
* Own the construction, population, and quality-control of complex discounted cash flow (DCF) valuation models using ARIES, PHDWin, and/or ComboCurve, and clearly articulate results to clients.
* Own the development and maintenance of technical databases (ARIES, ComboCurve, PHDWin, SQL/Parquet, etc.) used for valuation and marketing analyses.
* Lead technical and operational due-diligence workstreams, including diligence calls with counterparties, creation of deal materials, model audit, and process management from start to finish.
* Partner closely with senior bankers to support transaction execution, client deliverables, buyer interaction, and process integrity.
Required Skills & Experience:
* Strong data-analytics and problem-solving capabilities.
* Exceptional attention to detail with the ability to manage multiple complex workstreams simultaneously.
* Proven ability to perform under pressure and meet tight deadlines in a fast-paced, deal-driven environment.
* Strong analytical and numerical skills with comfort navigating complex technical & financial datasets.
* Strong presentation, communication, and client-facing skills.
* Ability to challenge assumptions and contribute independent, critical thinking.
* Effective team player capable of working with a wide range of internal groups and external stakeholders.
* Advanced proficiency in Microsoft Excel; strong working knowledge of the full Microsoft Office suite.
* Strong coding experience (Spotfire, Python, SQL, VBA, etc.) and demonstrated ability to automate workflows or handle large datasets.
* Prior experience working with public oil & gas datasets (Enverus, IHS, state agencies, etc.).
Qualifications:
* Bachelor's or Master's degree in Petroleum Engineering preferred; MBA or other advanced technical or quantitative degree is a plus.
* 3-5+ years of experience in the oil & gas industry, ideally in A&D, corporate development, reservoir engineering, or investment banking.
* Minimum GPA: 3.5.
Desired Major: Petroleum Engineering.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyFinancial Consultant Partner - Century City, CA
Finance advisor job in Pasadena, TX
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you.
What you have
Required Qualifications:
A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
Preferred Qualifications:
3+ years of Financial Services Industry Experience
Strong written and verbal communication skills
Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize
Ability to identify new relationship development
Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s)
Ability to uncover and meet client needs and effectively manage client expectations
Ability to build and maintain good cross-enterprise working relationships
Capability to become a Notary
Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool
Openness to manage local events, as needed
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
2027 Capital Markets, Global Investment Banking Summer Analyst
Finance advisor job in Houston, TX
2027 Global Investment Banking Summer Analyst - Houston
What is the opportunity?
RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region.
We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic.
RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks.
U.S. Summer Analyst Program
Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives.
What will you do?
GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' Houston office recruits for the Energy industry group.
As a GIB Summer Analyst you will spend your time:
Developing and preserving complex financial models
Creating pitch books and other client materials
Generating and maintaining financial models and analysis
Conducting research to analyze market trends
Supporting live deals and major transactions
What do you need to succeed?
In selecting Summer Analysts, we look for the following:
Undergraduate students in their penultimate year of study at an accredited four-year college or university
Excellent written & verbal communication skills
Familiarity with computer applications such as MS Outlook, Word, and Excel
Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment
Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset
Well-rounded set of interests and extra-curricular activities beyond academics
What's in it for you?
We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual.
From this experience you would gain:
A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge
A better understanding of RBC's products and services
The support of a mentor (typically a full-time Analyst)
An opportunity to network and discuss career opportunities through a number of social events
The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
· Drives RBC's high-performance culture
· Enables collective achievement of our strategic goals
· Generates sustainable shareholder returns and above market shareholder value
Inclusion and Equal Opportunity Employment
RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.
Job Skills
Additional Job Details
Address:
609 MAIN STREET:HOUSTON
City:
Houston
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
Job Type:
Student/Coop (Fixed Term)
Pay Type:
Salaried
Posted Date:
2025-11-03
Application Deadline:
2026-01-30
Note:
Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
Auto-ApplyInvestment Banking Associate
Finance advisor job in Houston, TX
Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firms team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you!
Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting.
We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development.
Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC.
Responsibilities:
* Participating in all aspects of transactions, from pitching clients to closing deals.
* Responsible for overseeing analysts daily tasks.
* Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings.
* Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations.
* Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical.
Qualifications:
* Bachelors degree in Finance, Accounting or related field.
* Minimum 2-4 years of investment banking or M&A employment strongly preferred.
* Motivated self-starter who excels in both independent and team-oriented environments.
* Superior work ethic and commitment to high-quality results.
* Ability to drive deliverables with minimal oversight.
* Proficient in financial modeling, writing and presentation skills to support deals.
* Articulate, with exceptionally strong communication skills.
* Superior attention to detail.
* Advanced knowledge of Excel and PowerPoint to perform responsibilities.
* Ability to effectively, interact with senior executives and business owners.
* Must be able to commute to the Houston office.
Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
Investment Banking - Technical Transaction Team, Energy - Analyst Engineer
Finance advisor job in Houston, TX
We are seeking a highly skilled and experienced Analyst to join our Energy Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
As an Analyst Engineer in the Technical Transaction Team in Energy, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions.
Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis and review of commercial assumptions and construct and maintain economic modeling software such as ARIES or PHDwin
Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
Conduct market research from various platforms including Enverus, Woodmac, and Factse and maintain and update petroleum economics and reserves softwares and databases.
Required qualifications, capabilities and skills:
Petroleum Engineering undergraduate degree
Perform technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) and able to navigate software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
Conduct fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis and perform technical data reviews un-assisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists.
Assist and guide the development of key marketing materials and execution of mandates and design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms.
Preferred qualifications, capabilities and skills:
Petroleum Engineering experience conducting A&D evaluations and lower 48 un-conventional reservoir evaluation experience
Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs.
ARIES and Spotfire experience required, working understanding of PHDwin and Tableau welcomed.
Auto-ApplyInvestment Banking - Technical Transaction Team, Energy - Associate Engineer
Finance advisor job in Houston, TX
As an Associate Engineer, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions
Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc.
Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin
Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
Conduct market research from various platforms including Enverus, Woomdac, and Factset
Maintain and update petroleum economics and reserves softwares and databases
Required capabilities, and skills
Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES)
Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis
Ability to generate and manage economic evaluation databases
Perform technical data reviews unassisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists
Assist and guide the development of key marketing materials and execution of mandates
Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms
Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win
Required qualifications
3-7 years of Petroleum Engineering experience conducting A&D evaluations
Lower 48 unconventional reservoir evaluation experience is preferred
Petroleum Engineering undergraduate degree is required
Deep level of economic understanding of development field economics:
Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs
ARIES experience required, working understanding of PHDwin welcomed
Spotfire experience required, working understanding of Tableau welcomed
Investment Banking (GIB)
Within Investment Banking, the firm works with a broad range of issuer clients, including corporations, institutions and governments, to provide comprehensive strategic advice, capital raising and risk management expertise. In-depth, industry-specific expertise and regional market acumen enable our industry coverage teams to serve the evolving needs of clients around the world. Our first-class business in a first-class way approach to serving clients motivates everything we do. We strive to build trusted, long-term relationships by taking a holistic and forward-looking view on our relationships, and identifying ways to help clients achieve their most important business objectives.
Auto-ApplyInvestment Banking Associate, Energy Engineer - Houston
Finance advisor job in Houston, TX
We are passionate about our business and our culture, and are seeking individuals with that same drive.
Day-to-Day Responsibilities: • Lead and ensure technical excellence in the analysis and valuation of oil and gas assets. • Drive the preparation of client presentations and serve as a key point of contact for senior bankers and clients.
• Oversee company and industry research, synthesizing findings into actionable strategic insights and recommendations.
• Manage and mentor analysts in handling large datasets, technical workflows, and extracting critical business insights.
Primary Responsibilities:
• Lead the development, calibration, and validation of type curves and production forecasts across a broad spectrum of oil and gas assets.
• Apply advanced reservoir engineering and data science methodologies to formulate and defend optimized development strategies for client assets.
• Direct the generation, categorization, and risk-assessment of undeveloped inventory.
• Own the construction, population, and quality-control of complex discounted cash flow (DCF) valuation models using ARIES, PHDWin, and/or ComboCurve, and clearly articulate results to clients.
• Own the development and maintenance of technical databases (ARIES, ComboCurve, PHDWin, SQL/Parquet, etc.) used for valuation and marketing analyses.
• Lead technical and operational due-diligence workstreams, including diligence calls with counterparties, creation of deal materials, model audit, and process management from start to finish.
• Partner closely with senior bankers to support transaction execution, client deliverables, buyer interaction, and process integrity.
Required Skills & Experience:
• Strong data-analytics and problem-solving capabilities.
• Exceptional attention to detail with the ability to manage multiple complex workstreams simultaneously.
• Proven ability to perform under pressure and meet tight deadlines in a fast-paced, deal-driven environment.
• Strong analytical and numerical skills with comfort navigating complex technical & financial datasets.
• Strong presentation, communication, and client-facing skills.
• Ability to challenge assumptions and contribute independent, critical thinking.
• Effective team player capable of working with a wide range of internal groups and external stakeholders.
• Advanced proficiency in Microsoft Excel; strong working knowledge of the full Microsoft Office suite.
• Strong coding experience (Spotfire, Python, SQL, VBA, etc.) and demonstrated ability to automate workflows or handle large datasets.
• Prior experience working with public oil & gas datasets (Enverus, IHS, state agencies, etc.).
Qualifications:
• Bachelor's or Master's degree in Petroleum Engineering preferred; MBA or other advanced technical or quantitative degree is a plus.
• 3-5+ years of experience in the oil & gas industry, ideally in A&D, corporate development, reservoir engineering, or investment banking.
• Minimum GPA: 3.5.
Desired Major: Petroleum Engineering.
We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,
religion, color, sex (including pregnancy
and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.
This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
Auto-ApplyInvestment Banking - Technical Transaction Team, Energy - Analyst Engineer
Finance advisor job in Houston, TX
We are seeking a highly skilled and experienced Analyst to join our Energy Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
As an Analyst Engineer in the Technical Transaction Team in Energy, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions.
Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis and review of commercial assumptions and construct and maintain economic modeling software such as ARIES or PHDwin
Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
Conduct market research from various platforms including Enverus, Woodmac, and Factse and maintain and update petroleum economics and reserves softwares and databases.
Required qualifications, capabilities and skills:
Petroleum Engineering undergraduate degree
Perform technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) and able to navigate software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
Conduct fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis and perform technical data reviews un-assisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists.
Assist and guide the development of key marketing materials and execution of mandates and design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms.
Preferred qualifications, capabilities and skills:
Petroleum Engineering experience conducting A&D evaluations and lower 48 un-conventional reservoir evaluation experience
Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs.
ARIES and Spotfire experience required, working understanding of PHDwin and Tableau welcomed.
Auto-Apply