Finance advisor jobs in Missouri City, TX - 482 jobs
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Corporate Finance, FP&A
Culbertson Resources Inc.
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 operational efficiency, strategic initiatives, mergers & acquisitions and complex transactions. The ideal candidate will have strong financial modeling skills(3 statement modeling), 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.
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.
Lead annual budgeting, quarterly forecasting, and long-range planning across decentralized business units.
Analyze project-level profitability, backlog, utilization, and working capital trends.
Drive variance analysis and performance management across revenue, margins, overhead, and cash flow.
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.
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 solid experience in FP&A, M&A transactions, capital raises, and strategic initiatives.
CFA designation is a strong plus.
$54k-82k yearly est. 1d ago
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Investment Consultant - Sugar Land, TX
Charles Schwab 4.8
Finance advisor job in Sugar Land, 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.
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
$78k-142k yearly est. 1d ago
Associate - Investment Management
CAZ Investments
Finance advisor job in Houston, TX
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world's leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins' latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well.
Robbins' private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families' and our Shareholders' money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don't get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Associate - Investment Management
As an Associate of Investment Management, you will support the Capital Formation Team. You will articulate sophisticated thematic investment strategies to Partners and Team members, build subject matter expertise internally and create investment-focused materials to contribute to the Firm's overall success. This role sits at the intersection of investment strategy, investor communication, and platform growth. You will directly influence how we position sophisticated investment ideas to current and prospective investors.
Key Responsibilities:
Manage investor due diligence requests and information gathering processes for existing and prospective investors
Develop and implement scalable systems for investment analysis and strategy communication
Maintain and organize investment content and materials across a wide variety of investment vehicles
Create investment-focused collateral to help our Capital Formation Team win
Monitor macroeconomic trends and competitive landscape to inform investment positioning
Collaborate with senior Team members across investment strategy communication and Capital Formation initiatives
Success as an Associate in the Investment Management Team will be measured by your:
Ability to synthesize and communicate complex investment concepts effectively
Demonstrated understanding of investment due diligence processes
Ability to quickly learn the CAZ investment process and philosophy
Deliver high-quality work, on time, with exacting attention to detail
Proficiency to work within and across Teams to bring success to all members of the Firm
Strong organizational skills and drive toward process enhancements
Requirements:
Bachelor's degree in Finance, Economics, or a related field. Significant progress toward the CAIA, CFA or MBA is preferred
4-6 years of investment industry experience is preferred
Ability to work in a fast-paced environment under strict deadlines
Demonstrates an entrepreneurial mindset and capacity to think outside the box
Working knowledge of alternative investments, including private equity, private credit, venture capital, and hedge funds
Experience with, or desire to develop, professional presentation skills
Strong organizational and written communication skills with keen attention to detail
Understanding of core financial concepts, including accounting and valuation
Experience with DealCloud, Bloomberg, and MSCI Caissa software is strongly preferred
Highly proficient in Microsoft Excel is a plus
Strong understanding of macro- and micro-economic trends and can quickly learn and apply quantitative modeling techniques
Compensation and Benefits:
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
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
$90k-100k yearly 5d ago
2026 Capital Markets, Global Investment Banking Summer Associate - Houston
Rbc Holding Co Ltd. 4.9
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:
2026-01-30
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.
$175k-225k yearly Auto-Apply 17d ago
Investment Banking - Technical Transaction Team, Energy - Associate Geologist
Jpmorgan Chase 4.8
Finance advisor job in Houston, TX
**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
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Houston,TX $175,000.00 - $225,000.00 / year
$175k-225k yearly 39d ago
Investment Banking Associate
Doeren Mayhew CPAs and Advisors 3.7
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 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.
$89k-121k yearly est. 60d+ ago
Corporate Philanthropy Analyst
NRG Energy, Inc. 4.9
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.
Nearest Major Market: Houston
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What You'll Be Doing
The Energy, Infrastructure & Transition (EIT) team is the largest investment banking team at CIBC and focuses on clients in the United States, Canada and Europe across broad sector coverage including traditional sectors of power generation, utilities, upstream and midstream energy, transportation, and social infrastructure, plus emerging energy transition sectors including renewable power, carbon capture, hydrogen, renewable fuels, among other emerging low-carbon solutions. CIBC was named North American FinancialAdvisor of the year in 2024 by Infrastructure Journal Global (IJGlobal).
This role is based in Houston and is focused on the Energy sector, with primary focus is on the energy midstream and pipeline, LNG and carbon capture sectors, with increasing focus on other emerging energy transition sectors. The primary roles and responsibilities for this Summer Analyst position include working with Managing Directors, Executive Directors, Directors, Associates and Analysts to complete financial modeling and analysis, research, transaction structuring and to generally support the senior professionals with business development and transaction execution activities. The Summer Analyst will be trained to maintain an awareness of our clients, industry and regulatory trends.
How You'll Succeed
Develop and audit sophisticated financial analyses and financial models
Prepare industry and financial analysis to determine client opportunities and recommendations
Lead industry valuation exercises including discounted cash flows, comparable company, and precedent transaction analyses
Assist in developing proposals to clients and potential clients for equity and debt placements, mergers, asset or company divestitures or acquisitions, and other financial products and advisory services
Organize presentations to potential clients, assisting in the development of presentation information
Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
Participate in cross-functional teams and liaising with other units of CIBC Capital Markets in executing mandates or preparing proposals for clients
Assist in company due diligence investigations
Prepare offering memoranda and marketing materials
Participating in external client interaction
Who You Are
Undergraduate students in Math, Engineering, Business, Economics, or related discipline who will be graduating between December 2027 and June 2028
Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis
Strong technical, computational and quantitative skills
Strong interest in and knowledge of financial markets and the energy or energy infrastructure sectors
Excellent understanding of financial statements, credit analysis and accounting principles
Knowledge of accounting principles relating to financial statement preparation and business combinations
Proven ability to pay close attention to detail and multi-task under tight deadlines
Excellent interpersonal and presentation skills
Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client deliverables and timelines
Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC Capital Markets
#LI-TA
California residents - your privacy rights regarding your actual or prospective employment
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
TX-1001 Fannin St
Employment Type
Temporary (Fixed Term)
Weekly Hours
40
Skills
Accounting, Banking, Business, Finance, Financial Analysis, Financial Modeling
$76k-110k yearly est. Auto-Apply 25d ago
Corporate Financial Analyst
Creative Financial Staffing 4.6
Finance advisor job in Stafford, TX
Why This Opportunity as a Corporate Financial Analyst
Stability & Legacy: Join an industry leader with decades of proven success in supporting large-scale, process-driven industries.
Exposure to Leadership: Gain direct visibility with executive leadership and board members through financial presentations and analysis.
Career Growth: Work in an environment that values professional development, mentorship, and long-term career advancement.
Collaborative Culture: Partner with cross-functional teams to deliver insights that directly impact company strategy.
Amazing Tenure: Employees here build long, successful careers - many team members have been with the company for 10, 20, or even 30+ years, a true testament to the culture and work environment.
Innovation in Finance: Use modern reporting tools (Hyperion, Oracle, SmartView) and be involved in projects that streamline processes and drive efficiencies.
Great Benefits: Comprehensive health coverage, retirement programs, paid time off, and other perks designed to support employees and their families.
Key Responsibilities of the Corporate Financial Analyst
Lead consolidated P&L analysis across multiple business units, providing visibility into trends, margin performance, and drivers of financial results
Manage key components of the month-end close related to financial reporting and consolidated analytics
Prepare and enhance monthly reporting packages highlighting performance vs. budget, forecast, and prior periods
Conduct deep-dive variance analysis, creating meaningful insights for leadership on revenue, expense, and EBITDA performance
Support the annual budgeting process, long-term financial planning, and quarterly forecasting cycles
Build and maintain financial models to evaluate operational initiatives and business scenarios
Assist in preparing executive-level presentations for leadership, board meetings, and strategic reviews
Qualifications of the Corporate Financial Analyst
Bachelor's degree in Accounting, Finance, or related field
4+ years of experience in corporate FP&A or financial reporting, preferably in a multi-entity or consolidated environment
Strong understanding of P&L structure, financial statements, and key business drivers
Advanced Excel skills; experience with Hyperion Planning, SmartView, and Oracle strongly preferred
Excellent communication skills with the ability to present complex financial insights to senior leadership
#INJAN2026 #LI-MG9
$48k-67k yearly est. 1d ago
Corporate Philanthropy Analyst
It Works 3.7
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.
$56k-88k yearly est. 60d+ ago
Sr. Corporate Finance Analyst
Enchanted Rock Management LLC 3.9
Finance advisor job in Houston, TX
Job DescriptionDescription:
We are ERock!
Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability.
Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem™, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on.
What you'll do…
As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions.
Key Responsibilities:
Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios
Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics
Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions
Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures
Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps)
Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence
Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance
Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options
Requirements:
Required Qualifications & Experience:
2-3 years of relevant experience in corporate finance, investment banking, or related fields
BS/BA in Finance, Accounting, or related discipline
Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ.
Experience and/or strong knowledge of financial reporting and filings and investor presentation development
Strong analytical and communication skills; ability to manage multiple priorities
Ability to be detailed oriented while thinking strategically
Energy sector experience preferred
Ability to work in a fast paced, and rapidly growing environment
Nice to Have:
Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills
Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks
Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts
Excel at building integrated financial models and translating complex analytics into clear, actionable narratives
Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment
Communicate effectively with senior leadership and external stakeholders
Thorough understanding of accounting principles, practices, and policies
Strong critical thinking and problem-solving mindset
Excellent organizational skills and attention to detail
Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment
Excellent listening, interpersonal, written, and oral communication skills
Highly self-motivated and directed
Your Rewards!
Medical, Dental, Vision, and Prescription Drug Insurance
Company-Paid Life Insurance
Flexible Spending Account (FSA)
Wellness Programs and Incentives
401(k) Retirement Plan & Company Match
Paid Time Off - Sick & Vacation Time
Paid Holidays
Hybrid Work Schedule!
Cool Open-Office Concept
Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool!
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of “The Team” which includes “Mutual Respect, Openness, and Honesty.”
$45k-68k yearly est. 8d ago
Financial Consultant Partner - The Woodlands, TX
Charles Schwab 4.8
Finance advisor job in Spring, 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
$43k-62k yearly est. 17h ago
2027 Capital Markets, Global Investment Banking Summer Analyst
Rbc Holding Co Ltd. 4.9
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.
$110k yearly Auto-Apply 60d+ ago
Investment Banking - Technical Transaction Team, Energy - Associate Geologist
Jpmorgan Chase & Co 4.8
Finance advisor job in Houston, TX
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
$175k-225k yearly Auto-Apply 40d ago
Corporate Philanthropy Analyst
NRG Energy, Inc. 4.9
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.
$96k-122k yearly est. 60d+ ago
Sr. Corporate Finance Analyst
Enchanted Rock Management 3.9
Finance advisor job in Houston, TX
Full-time Description
We are ERock!
Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability.
Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem™, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on.
What you'll do…
As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions.
Key Responsibilities:
Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios
Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics
Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions
Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures
Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps)
Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence
Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance
Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options
Requirements
Required Qualifications & Experience:
2-3 years of relevant experience in corporate finance, investment banking, or related fields
BS/BA in Finance, Accounting, or related discipline
Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ.
Experience and/or strong knowledge of financial reporting and filings and investor presentation development
Strong analytical and communication skills; ability to manage multiple priorities
Ability to be detailed oriented while thinking strategically
Energy sector experience preferred
Ability to work in a fast paced, and rapidly growing environment
Nice to Have:
Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills
Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks
Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts
Excel at building integrated financial models and translating complex analytics into clear, actionable narratives
Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment
Communicate effectively with senior leadership and external stakeholders
Thorough understanding of accounting principles, practices, and policies
Strong critical thinking and problem-solving mindset
Excellent organizational skills and attention to detail
Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment
Excellent listening, interpersonal, written, and oral communication skills
Highly self-motivated and directed
Your Rewards!
Medical, Dental, Vision, and Prescription Drug Insurance
Company-Paid Life Insurance
Flexible Spending Account (FSA)
Wellness Programs and Incentives
401(k) Retirement Plan & Company Match
Paid Time Off - Sick & Vacation Time
Paid Holidays
Hybrid Work Schedule!
Cool Open-Office Concept
Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool!
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of “The Team” which includes “Mutual Respect, Openness, and Honesty.”
$45k-68k yearly est. 9d ago
Investment Banking - Technical Transaction Team, Energy - Associate Engineer
Jpmorgan Chase 4.8
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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$82k-119k yearly est. 60d+ ago
Sr. Corporate Finance Analyst
Enchanted Rock 3.9
Finance advisor job in Houston, TX
We are ERock! Enchanted Rock is a leader and innovator of Electrical Resiliency-As-A-Service. Our advanced dual-purpose microgrids protect companies, critical infrastructure, and communities from unexpected power outages, ensuring business continuity and civic durability.
Enchanted Rock's dual-purpose microgrids use natural gas and renewable natural gas (RNG) to drive the nation's most dependable microgrids - all while producing significantly lower to zero carbon emissions than traditional diesel backup generators. Powered by GraniteEcosystem, our revolutionary software system, Enchanted Rock solutions provide 24/7/365 monitoring, optimization, and forecasts to enable worry-free, reliable power for businesses. The Enchanted Rock solution brings together patented technologies, advanced dual-purpose microgrid designs and integrated end-to-end services. The Power is On and we keep it on.
What you'll do…
As Senior Corporate Finance Analyst, you will play a critical role in shaping Enchanted Rock's capital structure and strategic financial decisions. This position focuses on corporate equity and debt financial modeling, valuation, benchmarking, and capital markets readiness. You will collaborate closely with FP&A on the enterprise financial model, support the Investor Relations function through refinement of investor-valued KPIs, and work directly with investment bankers and external advisors to support capital raising and strategic transactions.
Key Responsibilities:
* Owning and enhancing the investor-facing corporate financial model (IS/BS/CF) to evaluate equity and debt financing strategies, covenant compliance, and liquidity scenarios
* Developing financial insights and evaluations for equity, debt, and hybrid instruments, including sizing, pricing, dilution/accretion, leverage trajectory, and rating-agency metrics
* Supporting capital markets activities by preparing investor-facing materials, working closely with investment bankers, and coordinating diligence for financing transactions
* Delivering Investor Relations work products to identify and refine KPIs valued by investors (e.g., Adjusted EBITDA, backlog, Free Cash Flow, leverage ratios) and integrate them into guidance and disclosures
* Conducting comparable company analysis and benchmarking across peers in energy and industrial sectors; maintaining valuation frameworks (DCF, SOTP, precedent transactions, trading comps)
* Evaluating strategic transactions including M&A, joint ventures, SPV financings, and minority investments; building deal models and coordinating cross-functional diligence
* Collaborating with FP&A on forecasts and scenario planning to align capital structure decisions with operational performance
* Preparing Board-level presentations and special reports summarizing capital structure, liquidity outlook, and strategic options
Requirements
Required Qualifications & Experience:
* 2-3 years of relevant experience in corporate finance, investment banking, or related fields
* BS/BA in Finance, Accounting, or related discipline
* Advanced proficiency in Excel and PowerPoint; familiarity with Bloomberg/FactSet/CapIQ.
* Experience and/or strong knowledge of financial reporting and filings and investor presentation development
* Strong analytical and communication skills; ability to manage multiple priorities
* Ability to be detailed oriented while thinking strategically
* Energy sector experience preferred
* Ability to work in a fast paced, and rapidly growing environment
Nice to Have:
* Deep experience in corporate finance, investment banking, or corporate development, with strong modeling and valuation skills
* Understand capital structure mechanics, rating-agency methodologies, and investor KPI frameworks
* Fluency in legal documents, including corporate agreements, financial agreements, and customer contracts
* Excel at building integrated financial models and translating complex analytics into clear, actionable narratives
* Demonstrate strong organizational skills, adaptability, and ability to thrive in a fast-paced environment
* Communicate effectively with senior leadership and external stakeholders
* Thorough understanding of accounting principles, practices, and policies
* Strong critical thinking and problem-solving mindset
* Excellent organizational skills and attention to detail
* Flexibility and adaptability to operate successfully in a fast-paced, collaborative environment
* Excellent listening, interpersonal, written, and oral communication skills
* Highly self-motivated and directed
Your Rewards!
* Medical, Dental, Vision, and Prescription Drug Insurance
* Company-Paid Life Insurance
* Flexible Spending Account (FSA)
* Wellness Programs and Incentives
* 401(k) Retirement Plan & Company Match
* Paid Time Off - Sick & Vacation Time
* Paid Holidays
* Hybrid Work Schedule!
* Cool Open-Office Concept
Do you have what it takes to join the Enchanted Rock team? Send us your resume today. Be yourself and keep it useful, funny, and cool!
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Enchanted Rock is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
At Enchanted Rock, we embrace diversity, including all the unique characteristics that make us human: race, age, sexual orientation, gender identity, religion, disability, and education - to name a few. We understand and recognize that diverse backgrounds and perspectives strengthen our teams and our business. The foundation of our diversity efforts is closely tied to our core values specifically our value of "The Team" which includes "Mutual Respect, Openness, and Honesty."
How much does a finance advisor earn in Missouri City, TX?
The average finance advisor in Missouri City, TX earns between $33,000 and $130,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.
Average finance advisor salary in Missouri City, TX
$66,000
What are the biggest employers of Finance Advisors in Missouri City, TX?
The biggest employers of Finance Advisors in Missouri City, TX are: