Finance advisor jobs in Katy, TX - 906 jobs

Job Title: Senior Investment Associate (Acquisitions & Asset Management) Compensation: $90,000 - $100,000 Base + Performance Bonus + GP Equity Path The Role: Aligned Ventures is hiring a Senior Investment Associate to support the Partners in executing a high-volume acquisition mandate. This is a technical role focused on financial analysis, due diligence management, and operational reporting. You will act as the "Technical Control Tower" for the firm. Your primary responsibility is to ensure the integrity of our financial data-from the initial underwriting of a new deal to the monthly performance tracking of our existing portfolio. This is a direct apprenticeship role with the Partners, designed for a professional who aims to evolve from an Analyst into a Principal. Core Responsibilities: 1. Acquisitions & Underwriting Financial Modeling: Build and manage complex dynamic financial models for value-add multifamily assets. You must be capable of building waterfall structures (Tiered IRR/Pref) from scratch. Pipeline Screening: Review T-12s and Offering Memorandums to filter opportunities based on our buy-box criteria. You will be responsible for stress-testing broker assumptions against market realities. Due Diligence Coordination: Manage the closing checklist. You will coordinate third-party reports (ESA, PCA, ALTA), audit lease files, and assist in physical unit inspections during the contract period. 2. Asset Management & Reporting Variance Analysis: Track monthly P&L performance against the pro-forma budget. You will identify operational discrepancies (expense leakage, income gaps) and report them to the Partners. Investor Reporting: specific monthly and quarterly performance decks. You are responsible for translating raw financial data into clear, accurate investor updates. Renovation Tracking: Maintain "Budget vs. Actual" trackers for all CapEx projects to ensure business plan execution remains on schedule. Mandatory Hard Skills & Qualifications Experience: 2-5 years of direct experience in Real Estate Private Equity, Investment Banking, or Commercial Lending. Advanced Excel Proficiency: This is a non-negotiable requirement. Candidates will be required to pass a timed financial modeling test during the interview process. If you rely on pre-built templates and cannot troubleshoot circular references or build dynamic cash flow projections from blank cells, do not apply. Texas Residency: You must currently reside in Houston, Austin, Dallas, or San Antonio. This role requires physical site visits and property tours. Operational Literacy: Ability to read and interpret a T-12, Rent Roll, and General Ledger. The Opportunity Mentorship: Work directly with the Principals to learn the full lifecycle of a deal, from LOI to Exit. Wealth Creation: This role offers a clear path to General Partnership (GP) equity in the assets you help acquire and manage. Growth: We are aggressively scaling to $1B AUM. We are looking for a key team member to grow with the portfolio and into a more senior position To Apply Submit your resume. In lieu of a cover letter, Reply “Aligned” if you meet all the requirements under Mandatory Hard skills and qualifications

At Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. Wealth Management is a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives. Wealth Management is a strategic focus and growth opportunity for the Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the Houston marketplaces. At Amegy Bank, our Wealth Management Team is supported by a cohesive group of banking professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to build wealth management relationships through actively cultivating and nurturing robust relationships with each member of the banking team. Your focus will be to deliver an exceptional client experience, evaluate, and educate, develop tailored solutions, recommendations, and implementing the investment strategies to meet the needs of the bank's clients. Primary responsibilities will include financial planning, investment management, insurance, trust services, making presentations, partnering with internal banking professionals, as well as coordinating with wealth management team members to deliver the right solution for the clients. Requirements: To excel in this role, candidates should meet the following criteria: Requires a Bachelor's degree A minimum of 5 years of directly related experience, 10+ years preferred. A combination of education and experience may meet the requirements. Required licensing, FINRA Series 7 & 66 ( 65/63), life and health insurance. A CFP certification is highly preferred. Exhibit proficiency in using computers and relevant software. Display excellent verbal and written communication abilities. Showcase exceptional analytical and presentation skills. Experience with financial planning software preferred with the ability to analyze and present complex financial modeling. Exhibit a track record of building and managing high net worth client relationships, with a proven history of successfully exceeding sales targets. Process a keen understanding of financial planning.

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: 3+ years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, 3-statement modeling, and analytical skills. Proven experience in M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.

Trident Consulting is seeking a "Financial Planning Analyst” for one of our clients. A global leader in business and technology services. Job Title - Financial Planning Analyst Contract w2 Pay rate - $23 - $$27/hr on w2 Shift & Schedule: Monday - Friday (8am to 5pm) 40 hours/week Job description Beginning position designed to build skills in financial analysis, reporting, and data visualization. The contractor will gain exposure to enterprise systems and processes, with the potential to transition into a permanent role as a future team replacement. Support FP&A in budgeting, forecasting, and performance tracking. Assist Supply Chain Finance with cost analysis and reporting. Develop reports in Excel and Power BI for financial analysis. Gain exposure to enterprise financial systems (Anaplan, Oracle, Visual CFin). Build readiness for a permanent role within the finance team. FP&A Support Assist in preparing budgets, forecasts, and variance reports. Support scenario modeling and performance tracking. Supply Chain Finance Support Help track supply chain costs (freight, inventory, procurement). Prepare reports to monitor supply chain KPIs. Financial Reporting & Analysis Contribute to monthly, quarterly, and annual reporting packages. Provide ad hoc analysis under guidance from senior team members. Excel & Power BI Development Use formulas, pivot tables, and charts to analyze large datasets. Build and maintain basic financial models. Develop Power BI dashboards with guidance, learning DAX and visualization best practices. 4. Deliverables Monthly FP&A and Supply Chain Finance support reports. Quarterly forecast updates and variance analysis. Excel-based models and reporting tools. Power BI dashboards for team use. Essential Requirements of the role Entry level - 2+ years experience with accounting position, report optimization (Excel, PowerBI) Strong Excel skills (formulas, pivot tables, large dataset handling). Basic Power BI knowledge with willingness to learn advanced features. Strong analytical and problem-solving skills. Effective communication and teamwork abilities. 🔹 Nice-to-Have / Exposure Opportunities Familiarity with Anaplan for financial planning. Exposure to Oracle Financials for enterprise reporting. Awareness of Visual CFin for consolidation and financial close processes. Familiarity with Asteryx as a planning tool. About Trident Consulting: Trident Consulting is a U.S.-based IT staffing and consulting firm supporting Fortune 500 and enterprise clients across cloud, data, engineering, and enterprise technology. We've been in business since 2005 and focus on long-term, high-quality placements.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************

Job Description As a Financial Advisor you'll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You'll have access to powerful sales tools and a large resource network so you can focus on activities that get results. Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. Responsibilities Prospecting for clients through referrals, personal observation and networking Developing and maintaining long-term relationships with clients Fact gathering and needs analyses to arrive at client-centric financial solutions Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Qualifications Strong interpersonal skills and customer service focus Experience working with vlients virtually Market development/networking abilities Presentation and organization skills Strong work ethic, self-motivated and goal-oriented BA, BS, and/or graduate degree or equivalent work experience required Benefits Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life and disability insurance, 100% company funded pension plan and 401K. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long term. LOCATION: Mutiple Locations

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: 2026-01-30 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. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Hours: 40 Line of Business: TD Securities Pay Detail: $175,000 - $225,000 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. : TD Securities' Energy & Power Investment Banking group is searching for an Associate to join its growing team in Houston. We meet our clients' needs every day by providing them with sophisticated knowledge of capital markets and precise execution capabilities. At TD Securities, we believe that diversity is critical to our success in the competitive global marketplaces and we embrace people with a wide range of unique experiences and abilities. Job Description * Work within a deal team under the overall direction of a senior banker; * Develop a general understanding of TD's product offerings; * Develop and maintain a strong understanding of the energy industry as well as the overall financial markets; * Research and analyze clients' financial situations, industry and market data, and mergers and acquisition opportunities; * Conduct the valuation of assets and companies (both private and public); * Perform complex financial and M&A modeling; * Prepare external client proposals and internal memos; * Prepare client presentations and marketing materials; * Assist with the training and mentorship of more junior team members; * Maintain confidentiality of client information; * Establish an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank. Job Requirements * Applicants should have completed an undergraduate degree; * Prior experience within investment banking (or equivalent) is preferred; * Well-organized, detail oriented and able to work under pressure and adhere to tight deadlines; * Establish priorities and work independently with minimal supervision; * Superior financial and analytical skills; * Strong verbal and written communication abilities; * Proactive and highly motivated. Able to work independently as well as in a team environment. Depth & Scope: * Works within a deal team under the overall direction of a senior officer * Researches and analyzes clients' financial situations, industry and market data, and mergers and acquisition opportunities * Values private and public companies * Performs complex financial and M&A modeling * Prepares external client proposals and internal underwriting memos * Prepares client presentations based upon the above * Assists with client negotiations and documentation * Researches and analyzes clients' financial situations, industry and market data, and M&A opportunities * Provides structure, transactional and marketing support at a professional and subject matter expert level to support senior team members as required * Recommends and implements solutions, as well as providing advanced analysis or specialized work requiring specialized/advanced knowledge for own area of responsibility * Develops and maintain contacts with market participants * Provides updates regarding institutional/retail demand and remaining TD liability for equity deals * Works closely with/oversees junior colleagues to ensure accuracy * Establishes an environment that promotes respect for the individual employee and adheres to the policies and guidelines of the Bank * Maintains confidentiality of client information * Keeps fully informed on market data, economic information and key industry developments as well as regulatory standards at all times to assist in maximizing profitability through sound and well informed decisions * Direct, train and develop staff to enable them to meet challenges, department objectives and achieve full potential * You are required to demonstrate governance, control and risk management behaviors in alignment with TD policies and practices. Education & Experience: * 3+ years of related experience * Undergraduate degree in Business (Accounting or Finance) or Mathematics/Economics * Series 7, 79 and 63 Who We Are TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

JobID: 210695201 JobSchedule: Full time JobShift: Base Pay/Salary: Houston,TX $175,000.00-$225,000.00 Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction Team "TTT" that is housed within the Energy Investment Banking Practice in Houston, Texas. Job Summary As a Geologist within the Investment Banking Technical Transaction Team, you will be a key player in our business strategy and execution. You will work in a co-active role alongside engineers and corporate finance partners. You will participate in the execution of technical evaluation of oil and gas assets across Upstream, Midstream and Downstream sectors and will contribute to the geology discipline for the team. You will be involved in al relevant subjects of geology that are include, but not limited to log interpretation, landing zone analysis, core analysis and diagnostic map creation. You will identify and characterize geologic concepts such as seismology, structural geology, basin & depositional modeling, log & core derived regional reservoir mapping & 2D & 3D seismic interpretation Job Responsibilities * Quantify the potential for future drilling locations for oil and gas assets across domestic and international reservoirs * Develop deep technical understanding and collaborate closely with engineers * Identify and determine trends, risks associated with oil and gas development across domestic and international areas * Identify sub-surface complexities and uncertainties that impact operational results and well productivity * Characterize geologic concepts including regional, basin wide mapping, log and core analysis * Play a lead role in data room, marketing and pitch efforts alongside senior bankers Required qualifications, capabilities, and skills * Master's degree in Geology * Minimum of 3 years in industry at an operator or A&D banking * SIE, Series 79 and Series 63 licenses to be obtained if not licensed shortly after onboarding * Experience with industry software (Petra, ArcGIS, Geo Graphix, Microsoft Office, Landmark) * Highly proficient in key subjects of geophysical mapping, database creation and characterization of domestic and global conventional and unconventional plays Preferred qualifications, capabilities, and skills * Establish and maintain large databases as specific to the geology role * Has expert knowledge of ArcGis, QGis and ability to operate within geo-spatial software to perform inventory, rock quality mapping * Ability to compute land based statistics such as ownership interests & acreage * Prior banking or A&D group experience with an operator * Highly motivated and demonstrated ability to have positive influence within the workplace and externally with clients

About this role: Wells Fargo is seeking an Investment Banking Associate to join our Energy and Power coverage team. In this role, you will: Participate in analyzing companies and client investments Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal and external customers Develop Investment Banking Analyst talent Required Qualifications: 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience in Investment Banking working with Energy and Power clients Ability to work effectively, as well as independently, in a team environment Ability to work in a fast-paced deadline driven environment Strong financial modeling skills Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance Professional experience through internships, part-time or full-time work, and/or extracurricular activities Dedication to building a career in Investment Banking Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results Job Expectations: Registration for FINRA Series 79 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Additional Compensation Details: Base pay range: $175,000-$200,000 May be considered for an annual discretionary bonus Posting End Date: 30 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Investment Banking, Energy - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do * Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: * Coordinating with the various product groups and industry team within GBM * Developing and maintaining effective industry relationships with legal counsel, external parties, clients * The day-to-day responsibilities include the following: * Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients * Collecting, consolidating, and interpreting company and industry data * Performing comprehensive financial statement analysis and create and maintain models * Financial and written analysis of companies and industries * Identifying and developing business opportunities with clients * Preparing client presentations, including compiling data and assembling presentation materials * Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time * Applying product and capital markets knowledge to help clients achieve their financial objectives * Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development * Actively partner with group leaders and broader team to build team dynamics and engagement across teams * Actively contribute to a high performance and inclusive work environment What You'll Bring * 2-5+ years' work experience in Investment Banking, Equity Research or in a corporate finance role at an industry player * Spanish speaking candidates would be a plus * Bachelors or Masters Degree in Business, Finance, Math, Economics, Science or other quantitative or STEM subject * Strong quantitative skills focused on financial analysis, accounting and financial theory * Strong written and verbal communication skills * Proficiency with the full Microsoft Suite, with an emphasis on Excel * Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities * Ability to manage multiple projects with competing deadlines while maintaining high work standards * Strong communication and teamwork skills * Demonstrated ability to quickly adapt to new situations and short deadlines * Independent thinker and proven ability to take initiative and make decisions * Flexible to demands of work and viewed as a valuable team resource * A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: Houston Job Segment: Investment Banking, Relationship Manager, Compliance, M&A, Financial, Finance, Customer Service, Legal, Management

Associate Geologist JP Morgan is seeking a geologist/geophysicist to join its Technical Transaction Team “TTT” that is housed within the Energy Investment Banking Practice in Houston, Texas. As a Geologist within the Investment Banking Technical Transaction Team, you will be a key player in our business strategy and execution. You will work in a co-active role alongside engineers and corporate finance partners. You will participate in the execution of technical evaluation of oil and gas assets across Upstream, Midstream and Downstream sectors and will contribute to the geology discipline for the team. You will be involved in al relevant subjects of geology that are include, but not limited to log interpretation, landing zone analysis, core analysis and diagnostic map creation. You will identify and characterize geologic concepts such as seismology, structural geology, basin & depositional modeling, log & core derived regional reservoir mapping & 2D & 3D seismic interpretation Job Responsibilities Quantify the potential for future drilling locations for oil and gas assets across domestic and international reservoirs Develop deep technical understanding and collaborate closely with engineers Identify and determine trends, risks associated with oil and gas development across domestic and international areas Identify sub-surface complexities and uncertainties that impact operational results and well productivity Characterize geologic concepts including regional, basin wide mapping, log and core analysis Play a lead role in data room, marketing and pitch efforts alongside senior bankers Required qualifications, capabilities, and skills Master's degree in Geology Minimum of 3 years in industry at an operator or A&D banking SIE, Series 79 and Series 63 licenses to be obtained if not licensed shortly after onboarding Experience with industry software (Petra, ArcGIS, Geo Graphix, Microsoft Office, Landmark) Highly proficient in key subjects of geophysical mapping, database creation and characterization of domestic and global conventional and unconventional plays Preferred qualifications, capabilities, and skills Establish and maintain large databases as specific to the geology role Has expert knowledge of ArcGis, QGis and ability to operate within geo-spatial software to perform inventory, rock quality mapping Ability to compute land based statistics such as ownership interests & acreage Prior banking or A&D group experience with an operator Highly motivated and demonstrated ability to have positive influence within the workplace and externally with clients

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.

Salary Range: - Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Investment Banking, Energy - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: Coordinating with the various product groups and industry team within GBM Developing and maintaining effective industry relationships with legal counsel, external parties, clients The day-to-day responsibilities include the following: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients Collecting, consolidating, and interpreting company and industry data Performing comprehensive financial statement analysis and create and maintain models Financial and written analysis of companies and industries Identifying and developing business opportunities with clients Preparing client presentations, including compiling data and assembling presentation materials Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Applying product and capital markets knowledge to help clients achieve their financial objectives Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development Actively partner with group leaders and broader team to build team dynamics and engagement across teams Actively contribute to a high performance and inclusive work environment What You'll Bring 2-5+ years' work experience in Investment Banking, Equity Research or in a corporate finance role at an industry player Spanish speaking candidates would be a plus Bachelors or Masters Degree in Business, Finance, Math, Economics, Science or other quantitative or STEM subject Strong quantitative skills focused on financial analysis, accounting and financial theory Strong written and verbal communication skills Proficiency with the full Microsoft Suite, with an emphasis on Excel Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Ability to manage multiple projects with competing deadlines while maintaining high work standards Strong communication and teamwork skills Demonstrated ability to quickly adapt to new situations and short deadlines Independent thinker and proven ability to take initiative and make decisions Flexible to demands of work and viewed as a valuable team resource A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

Morgan Stanley's Banking Group provides industry, regional and product expertise to corporations, institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups which work closely with product team members in Mergers & Acquisitions, Global Capital Markets, Real Estate, and other industry groups throughout the Firm to provide relevant market insight, product creativity, and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers, acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging, swaps and derivative transactions. Our Houston office is looking for an Investment Banking Analyst to join the Global Power and Energy Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, demergers, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes senior professionals who will encourage you to go beyond the numbers and think creatively. Qualifications: Up to 1 year of experience in investment banking or capital markets is required Extraordinarily high level of motivation, focus on work quality, attention to detail, strong work ethic, and decision-making abilities Experience in the Energy industry is preferred, but not required Excellent written and verbal communication skills and a positive attitude Analytical, quantitative, adaptive, hungry, a self-starter, a leader, a team player, a multitasker, and a results-oriented individual Interest in developing a career in investment banking Top education credentials; Bachelor's degree is required Series licensing or must obtain WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

About this role: Wells Fargo is seeking an Investment Banking Associate to join our Energy and Power coverage team. In this role, you will: Participate in analyzing companies and client investments Review and analyze market data, valuation analyses, models, and presentations that require research, evaluation, selection of alternatives, and exercise independent judgment Present recommendations for resolving business challenges and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals Interact with internal and external customers Develop Investment Banking Analyst talent Required Qualifications: 2+ years of Investment Banking Program experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience in Investment Banking working with Energy and Power clients Ability to work effectively, as well as independently, in a team environment Ability to work in a fast-paced deadline driven environment Strong financial modeling skills Strong organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Strong analytical skills with high attention to detail and accuracy Bachelor's Degree with academic distinction and coursework in financial accounting and corporate finance Professional experience through internships, part-time or full-time work, and/or extracurricular activities Dedication to building a career in Investment Banking Willingness to work long hours in a demanding, highly focused collaborative and fast paced team environment with a sense of personal accountability and urgency for achieving results Job Expectations: Registration for FINRA Series 79 must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. Registration for FINRA Series 63 (or 66) must be completed within 180 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. Additional Compensation Details: Base pay range: $175,000-$200,000 May be considered for an annual discretionary bonus Posting End Date: 30 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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. Nearest Major Market: Houston

Business Unit: Corporate Finance Industry: Oil & Gas Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Energy (Oil & Gas) Houlihan Lokey's Oil & Gas Group operates within the firm's energy industry coverage, which has earned a reputation for providing superior service and achieving outstanding results in M&A and A&D advisory, capital raising, and financial recapitalization/restructuring as well as financial and board advisory services. The Oil & Gas Group is a cross-product, global, industry-dedicated team of 45+ highly experienced professionals with a diverse set of backgrounds, including E&P companies, midstream companies, other investment banks, investment funds, and research/brokerage shops. Our A&D/technical team is led by a group of technically focused professionals from the industry, with an average of 25+ years of industry experience. Summer Financial Analysts in the Oil & Gas Group will have the opportunity to work on a variety of transactions, including M&A, A&D, private capital raising, and restructuring. The environment at Houlihan Lokey is fast-paced and entrepreneurial and, as such, rewards Summer Financial Analysts with a substantial amount of responsibility. * *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.