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  • Senior Investment Associate (Acquisitions & Asset Management)

    Aligned Ventures 4.3company rating

    Finance consultant job in Houston, TX

    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 1d ago
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  • Analyst - Investment Management

    CAZ Investments

    Finance consultant 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. Analyst - Investment Management As an Analyst 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 Analyst 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 2-4 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 and PowerPoint 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
    $58k-100k yearly est. 4d ago
  • Sr. Financial Analyst

    Growing Greenspoint Company

    Finance consultant job in Houston, TX

    Senior Financial Analyst - FP&A Industry: Construction Type: Newly Created Role | Immediate Opportunity Our client, a rapidly growing construction company located in the Greenspoint area, is seeking a Senior Financial Analyst to join their team in a newly created position. This is a highly visible and impactful role within a dynamic, acquisition-driven organization known for its strong culture, excellent benefits, and commitment to promoting from within. This position will play a critical role in corporate financial planning and analysis, supporting strategic decision-making across the organization. The work is complex, robust, and offers significant exposure to senior leadership. Key Responsibilities Lead corporate FP&A activities, including the development of complex budgets, forecasts, and long-range financial models Partner closely with the M&A team to support acquisitions and assist with the financial onboarding of newly acquired locations Create, maintain, and enhance complex financial reports for both field locations and corporate offices Analyze financial performance, trends, and variances; provide actionable insights to leadership Support special projects and ad hoc reporting requests tied to growth initiatives Present financial results and analyses to senior leadership with clarity and confidence Continuously improve reporting processes, tools, and models to support a growing organization Qualifications 4+ years of experience in Financial Planning & Analysis (FP&A) Proven experience building and managing complex budgets and forecasts Exposure to an ERP system Advanced Excel skills required, including Macros, Pivot Tables, and VLOOKUPs Power BI experience strongly preferred Advanced degree (MBA, MS Finance, etc.) and/or professional certifications (CFA, CPA, FP&A-related) strongly preferred Exceptional communication and presentation skills with the ability to work cross-functionally Comfortable operating in a fast-paced, acquisition-heavy environment Why Join? Newly created role with strong visibility and growth potential Complex, meaningful work tied directly to company strategy Excellent benefits package Company culture that actively promotes from within Work Environment: This role is fully in-office at the Greenspoint location and does not offer hybrid or remote work options. This is an immediate opportunity. To be considered, please contact your Robert Half representative or reach out directly to: *******************************
    $68k-92k yearly est. 4d ago
  • Financial Planning Analyst

    Trident Consulting 3.6company rating

    Finance consultant job in Houston, TX

    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.
    $23-27 hourly 1d ago
  • Wealth Advisor - Houston

    Banktalent HQ

    Finance consultant job in Houston, TX

    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.
    $53k-117k yearly est. 3d ago
  • Sr. Investor Reporting Analyst

    Cornerstone Capital Bank 3.3company rating

    Finance consultant job in Houston, TX

    Who we are: Cornerstone Servicing, a division of Cornerstone Capital Bank, is a best-in-class mortgage servicer with a reputation for amazing service, customer satisfaction, employee retention and happiness! We employ people who are passionately committed to Cornerstone's Mission, Vision & Core Convictions. We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us. Who we are looking for: Cornerstone Servicing is seeking an experienced Sr. Investor Services Associate to join our team in Englewood, CO. This position will prepare investor reporting for various types of investors and remittance types ranging from private actual/actual deals to more complex private securities and oversight of agency portfolio. Salary: $70-90k Location: Onsite daily in Houston, TX Key Responsibilities: Prepare, review, and submit monthly investor reports, remittances, and custodial account reconciliations. Ensure compliance with investor guidelines, pooling and servicing agreements (PSAs), and contractual requirements Ensure servicing system and reports are in balance and monitor cash movement and advancement requirements. Coordinate loan movement and cash settlement activity between the Loan Boarding/Service Transfer group, and the sellers Perform complex cash, principal, interest, escrow, corporate advance, and custodial reconciliations. Investigate and resolve investor reporting discrepancies, shortages, overages, and system exceptions. Act as a primary point of contact for investor inquiries, audits, and exception resolution. Provide training, guidance, and mentorship to junior analysts. Complete special projects as assigned by Manager What you'll need to be successful: Bachelor's degree in Accounting/Finance or equivalent work experience Minimum 3-5 years of professional accounting experience in a mortgage environment CPA preferred Strong analytical reasoning, problem solving and critical thinking skills Effective verbal and written communicator Must be well organized with attention to detail Excellent interpersonal and relationship building skills Quick learner and adaptable to constant change Minimum 2 years of experience using Microsoft Office Suite (Word, Excel, Outlook, etc.) What we offer: Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and the potential for a performance-based bonus. What to do next: If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you're a part of our Cornerstone team, we'll continue to invest in you as a valuable asset to our company. As many of our team members can tell you, there's something special about working at Cornerstone. 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 status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $70k-90k yearly 4d ago
  • Financial Risk Analyst

    Swipejobs

    Finance consultant job in Houston, TX

    Schedule: Monday-Friday | 8:00 AM - 5:00 PM Contract: 1-year contract with strong potential for extension or conversion to permanent We are seeking a highly analytical and detail-oriented Risk Analyst to join a fast-growing commodities trading organization. This role sits directly on the trading floor and supports a dynamic, high-performance environment. The ideal candidate thrives under pressure, is numbers-driven, and brings hands-on experience supporting oil and gas commodities risk functions. This is a growing team with meaningful opportunities for long-term career advancement. Key Responsibilities Daily P&L and Exposure Reporting Generate, validate, and distribute daily P&L and exposure reports across multiple commodities, including crude oil, gasoline, distillates, fuel oil, renewables, and NGLs. P&L Attribution and Analysis Analyze daily P&L movements and provide clear commentary explaining key drivers, market movements, and risk impacts. Trade and Deal Validation Ensure accurate trade capture and representation within risk systems. Partner with Front Office, Operations, and other stakeholders to investigate and resolve discrepancies. Curve and Pricing Validation Validate forward curves, pricing inputs, and valuation assumptions to ensure accuracy and consistency. Cross-Functional Collaboration Work closely with Trading, Scheduling, Accounting, FP&A, and Risk teams to support timely reporting and issue resolution. Process Optimization and Automation Lead and support initiatives to standardize, streamline, and automate reporting processes. Contribute to enhancements of risk systems, dashboards, and analytical tools. Governance and Controls Support compliance with internal control frameworks and regulatory requirements. Team Support and Leadership Provide backup coverage across regions or product lines. Mentor and support junior analysts to promote knowledge sharing and team development. Financial Reporting Alignment Partner with FP&A to ensure mark-to-market P&L aligns with GAAP standards used for external financial reporting. Required Experience & Qualifications Proven Risk Analyst experience within oil and gas commodities Strong understanding of commodity trading environments and exposure to multiple risk functions. Ability to thrive in a fast-paced, trading-floor environment. Highly analytical mindset with strong numerical aptitude. Technical Skills Advanced Excel skills (pivot tables, VLOOKUP, HLOOKUP required). Hands-on experience with ETRM systems such as RightAngle, Allegro, Endur, OpenLink, SAP, or FIS. Familiarity with Power BI; Python or SQL experience is a plus. Knowledge Areas Commodity markets and trading instruments Trade lifecycle and settlement processes Risk measurement and valuation methodologies Soft Skills Strong communication skills with the ability to clearly explain complex risk concepts to both technical and non-technical stakeholders. Excellent organizational skills with the ability to manage multiple priorities in a dynamic, high-pressure environment.
    $58k-81k yearly est. 4d ago
  • Treasury Analyst

    Culbertson Resources Inc.

    Finance consultant job in Spring, TX

    Treasury Anslyst Our client, a publically traded services company is experienging rapid growth and has engaged us on a Treasury Analyst position! The Treasury Analyst will be an integral member of the corporate Treasury team, assisting the Treasurer in managing all corporate treasury and cash management functions. This role plays a key part in ensuring efficient cash flow operations, maintaining strong banking relationships, and supporting the company's financial health. The ideal candidate will be highly organized, detail-oriented, and able to prioritize multiple tasks, meet deadlines, and work effectively both independently and collaboratively in a dynamic environment. Key areas of Responsibilities • Cash Management • Bank Account Administration and Relations • Bank Fee Analysis • Financial Closing Support • Strategic Initiatives / Process Improvements Contributions Qualifications / Skills • Education: Bachelor's degree in Finance, Accounting or Economics • Experience: Minimum of 3 years of experience as a Treasury Analyst or similar role • Proficiency in cash management, banking portals and expense reporting systems • Strong expertise in Microsoft Excel for data analysis and reporting • Strong analytical, quantitative, and problem-solving abilities • Solid understanding of financial instruments, liquidity management, and accounting principles • Excellent written and verbal communication skills • Certification in treasury or related fields is preferred or actively pursuing certification Company offers a competitive base salary, cash bonus, excellent benefits and great culture! Apply for confidential consideration or contact Dianne@Culbertsonresources.com. Must be eleible to work in the US without sponsorship.
    $54k-79k yearly est. 20h ago
  • 2026 Capital Markets, Global Investment Banking Summer Associate - Houston

    Rbc Holding Co Ltd. 4.9company rating

    Finance consultant 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.
    $95k-138k yearly est. Auto-Apply 2d ago
  • Investment Banking Associate

    Doeren Mayhew CPAs and Advisors 3.7company rating

    Finance consultant 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. 4.9company rating

    Finance consultant 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
  • Corporate Philanthropy Analyst

    It Works 3.7company rating

    Finance consultant 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
  • Investment Banking - Technical Transaction Team, Energy - Analyst Engineer

    Jpmorgan Chase & Co 4.8company rating

    Finance consultant job in Houston, TX

    JobID: 210695189 JobSchedule: Full time JobShift: Base Pay/Salary: Houston,TX $110,000.00-$135,000.00 Analyst Engineer As an Analyst Engineer, you will be a key player in our business strategy and execution. You will participate in the "full cycle" of transactional execution and support senior team members across both the A&D and coverage functions. You will play a role in implementing the execution function including working with other A&D and coverage analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of M&A&D investment banking. Working with a broader team in the region, you will be provided opportunities to be involved in real-time transactions that may include travel. Job Responsibilities: * 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 support senior engineers in the construction of and maintenance of 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 Required capabilities, and skills * Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types * Strong understanding of commonly used software programs such as Spotfire, ComboCurve, ArcGIS, QGIS and Microsoft Office Suite * Experience with fundamental reservoir engineering analysis such as decline curve analysis, type curve creation and competitor analysis * Support senior engineers & geologists in asset reviews (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 with the development of marketing materials and execution of mandates * Assist with the preparation of 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 * 2-4 years of Petroleum Engineering experience conducting A&D evaluations * Lower 48 un-conventional reservoir evaluation experience is preferred * Petroleum Engineering undergraduate degree is required * Deep level of economic understanding of development field economics: * ARIES & Combo Curve experience required * Spotfire experience required, working understanding of QGIS and ArcGis 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.
    $110k-135k yearly Auto-Apply 31d ago
  • Associate - Investment Banking Energy, TD Securities

    TD Bank 4.5company rating

    Finance consultant job in Houston, TX

    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 8d ago
  • Corporate - Restructuring & Special Situations Finance

    Evans Hiring Partners

    Finance consultant job in Houston, TX

    Job Description: Corporate - Restructuring & Special Situations Finance Salary: $365,000 - $435,000 per annum Job Responsibilities: Develop and implement comprehensive legal strategies for complex restructuring and special situations transactions. Advise clients on various aspects of corporate finance, including mergers and acquisitions, distressed asset sales, and bankruptcy proceedings. Conduct thorough analyses of financial statements, legal documents, and market trends to provide expert guidance. Engage in negotiations and liaise with stakeholders, including clients, opposing counsel, and financial institutions. Draft and review legal documents related to restructuring transactions, ensuring compliance with all relevant laws and regulations. Monitor ongoing legal developments in corporate restructuring and special situations finance to provide proactive advice. Collaborate with cross-functional teams within the firm to deliver comprehensive solutions to clients. Mentor junior attorneys and staff, fostering an environment of learning and professional growth. Represent the firm at industry conferences and seminars to promote its reputation in the field. Essential Qualifications: Juris Doctor (JD) degree from an accredited law school. Licensed to practice law in the relevant jurisdiction. Strong academic credentials and a proven track record of success in corporate law and finance. Desired Experience: Minimum of 5 to 9 years of experience in corporate restructuring, special situations finance, or related fields. Experience representing clients in high-stakes negotiations and transactions. Demonstrated ability to manage complex legal matters and provide effective solutions under pressure. Excellent communication and interpersonal skills to build and maintain client relationships. Salary & Benefits: Annual salary ranging from $365,000 to $435,000, commensurate with experience. Comprehensive benefits package, including health, dental, and vision insurance. Retirement savings plan with employer match and profit-sharing options. Generous paid time off and flexible work arrangements. Opportunities for professional development and continuing legal education. About the Company: Am Law 100 Firm is a distinguished law firm with over 1,900 lawyers across 21 offices globally, specializing in a wide array of practice areas. Our approach is defined by a unique blend of vision and precision, allowing us to provide tailored legal strategies for even the most complex matters. We value deep partnerships with our clients, empowering them to navigate challenges with courage and achieve success during unprecedented times.
    $54k-82k yearly est. 60d+ ago
  • Supplier Risk Analyst - Salt Lake City or Houston

    Banktalent HQ

    Finance consultant job in Houston, TX

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for a Supplier Risk Analyst to join the Supply Chain Management Department. The Supply Chain Management department serves the needs of the Bank and its stakeholders regarding suppliers. We seek to help the company create value by acting as a trusted advisor to the businesses and executive managers we support, as well as safeguarding the Bank's risks associated with suppliers. This is accomplished through fulfillment of our sourcing, legal, and risk responsibilities. The Supplier Risk Management group manages and assesses suppliers throughout their lifecycle of providing products and services to Zions Bancorporation. This includes identifying risk through risk assessments, engaging with suppliers to discuss controls, and addressing control weaknesses identified through control assessments. The Supplier Risk Analyst role is a great opportunity to continue to grow a risk career. Supplier Risk Analysts apply their risk knowledge to help all groups within the Bank effectively identify and mitigate risk. This leads to improved knowledge of how the Bank as a whole functions and provides great visibility to many executives through the Bank. Responsibilities: Responsible for performing third-party risk assessments and analyzing the risk level of third-party engagements, both for new and existing vendors (as part of ongoing review and update cycles). Analyze due diligence documentation to arrive at risk assessment ratings against the Bank's risk methodology, and in accordance with regulatory and industry standards. Assess the adequacy of due diligence documentation received from vendors as level of QC before passing on to subject matter experts (SMEs), where necessary. Synthesize inputs from Bank's risk SME's, vendor documentation and conversations with lines of business to develop risk assessments. Author risk narratives to communicate what key risks are for an engagement or vendor and support why a certain risk level has been assigned. Monitor, analyze and maintain vendor information and documentation. Build strong relationships with lines of business and risk SMEs across the Bank. Uses a strong understanding of risk topics and mindset to actively challenge inputs (e.g. vendor and business claims). Contribute to and lead internal initiatives, including methodology enhancements and acting against workplans to deliver projects. Present, when required, analysis and findings to stakeholders and committees. Work with business units to ensure documentation is received and updated as needed. Work collaboratively with other teams in supply chain management as well as with stakeholders across the business. Keep current on regulatory requirements. Proficient in word processing, database and spreadsheet software and applications. Other duties as assigned. Qualifications: Requires a degree in Business, Finance or related field 2-4 + years experience in vendor risk management, risk management, vendor management or other directly related experience or certifications. A combination of education and experience may meet requirements. Advanced knowledge of vendor management, regulatory requirements and compliance, third-party risk management, regulatory requirements and reporting. Excellent problem solving, project and vendor relationship management skills. Ability to take initiative and make sound decisions. Ability to set and maintain high quality work standards. Strong attention to detail. Must have a risk-mindset. Ability to deal effectively with people in various job capacities. Strong analytical, judgment and decision making skills. Demonstrate initiative and posses strong organizational skills. Excellent interpersonal, presentation and communication skill, both verbal and written. Advanced working knowledge of word processing, database and spreadsheet software and applications. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, 20 days of Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products Employees may, at the company's discretion, be eligible to receive a cash bonus award
    $58k-81k yearly est. 3d ago
  • 2027 Capital Markets, Global Investment Banking Summer Analyst

    Rbc Holding Co Ltd. 4.9company rating

    Finance consultant 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 Associate

    Doeren Mayhew CPAs and Advisors 3.7company rating

    Finance consultant job in Houston, TX

    Job Description Doeren Mayhew Capital Advisors (DMCA) is a middle-market investment banking firm with offices in Michigan and Texas. Leveraging 30 years of deal-making experience, the firm's team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: Participating in all aspects of transactions, from pitching clients to closing deals. Responsible for overseeing analysts' daily tasks. Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: Bachelor's degree in Finance, Accounting or related field. Minimum 2-4 years of investment banking or M&A employment strongly preferred. Motivated self-starter who excels in both independent and team-oriented environments. Superior work ethic and commitment to high-quality results. Ability to drive deliverables with minimal oversight. Proficient in financial modeling, writing and presentation skills to support deals. Articulate, with exceptionally strong communication skills. Superior attention to detail. Advanced knowledge of Excel and PowerPoint to perform responsibilities. Ability to effectively, interact with senior executives and business owners. Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
    $89k-121k yearly est. 21d ago
  • Corporate Philanthropy Analyst

    NRG Energy, Inc. 4.9company rating

    Finance consultant 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
    $96k-122k yearly est. 3d ago
  • 2027 Commercial & Investment Bank Risk Management Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Finance consultant job in Houston, TX

    JobID: 210690781 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $100,000.00-$100,000.00; Chicago,IL $90,000.00-$90,000.00; Los Angeles,CA $100,000.00-$100,000.00 Join our team of industry experts to manage risk for our global businesses and collaborate with professionals across the firm. As an intern, you'll be part of a supportive team where your perspective is valued, helping to innovate products for our clients. You'll receive training, mentorship, and engaging projects to develop your expertise. As a risk manager in our Commercial & Investment Bank (CIB), you'll help manage our financial reputation and regulatory performance, work across the business to shape decisions, influence models, and interface with regulators. Understanding, mitigating, and managing risk is central to our business and critical to our success. The nine-week summer program begins with an orientation and training session in New York. Expert instructors and JPMorganChase professionals will guide you through our history, products, and the intellectual property that serves our clients. You'll learn skills in valuation analysis, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis. You'll build your technical and practical knowledge on-the-job with opportunities in one of the following groups: * Credit Risk Team: Assess client credit strength and analyze the firm's retained credit risk related to lending and trading activities. Locations: New York, NY; Plano, TX; Dallas, TX; Houston, TX; Chicago, IL; Los Angeles, CA * Market Risk Team: Track market events, perform portfolio analysis and provide risk advisory for multiple asset classes, including FX, Rates, Equities, Credit, Securitized Products and Commodities retained by the firm. Locations: New York, NY * Chief Investment Office, Treasury and Corporate (CTC) Risk Team: Manage the risk of the retained portfolio generated from CTC businesses, including Market Risk, Credit Risk, Reputational Risk, Country Risk, Principal Risk, and Model Risk. CTC Risk is also responsible for the independent risk management of Firmwide Liquidity Risk, Interest Rate Risk, and Capital Risk. Locations: New York, NY Job Responsibilities * Perform analysis/due diligence on counterparties/products * Monitor risk sensitivities across the portfolio * Build financial models * Contribute to analytical exercises in response to global events * Prepare reports with recommendations for senior management * Evaluate market movements that could impact the firm You'll have the chance to: * Learn about risk at a premier global investment bank * Develop skills to thoroughly assess and evaluate risks * Understand the role of integrity and transparency in dealing with regulators, clients, and business stakeholders * Collaborate across the organization to solve problems proactively, including inquiries from clients, regulators, and stakeholders Required qualifications, capabilities, and skills * Attend college/university in the U.S. * Minimum cumulative GPA of 3.2 on a 4.0 scale. * Expected graduation date of December 2027 through June 2028 from bachelor's or master's program * If you are pursuing a master's degree, it must be completed within 2 years of your bachelor's degree * To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) * Exceptional quantitative, analytical, project management, and communication skills * Strong initiative, energy, and confidence in a fast-paced, collaborative environment * Proficiency in Excel and Word; fluency in English Preferred Qualifications * Coursework in finance, economics, or accounting a plus We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume help us to initially get to know you, so it's important to complete all relevant application questions so we have as much information about you as possible. After you submit your application, we will review it to determine whether you meet certain required qualifications. If you are advanced to the next step of the process, you'll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. Completion of the HireVue video interview is required, and your application will not be considered for further review until you have completed it. We strongly encourage that you apply and complete this as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.
    $100k-100k yearly Auto-Apply 20d ago

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How much does a finance consultant earn in Houston, TX?

The average finance consultant in Houston, TX earns between $50,000 and $124,000 annually. This compares to the national average finance consultant range of $54,000 to $110,000.

Average finance consultant salary in Houston, TX

$79,000

What are the biggest employers of Finance Consultants in Houston, TX?

The biggest employers of Finance Consultants in Houston, TX are:
  1. CTG
  2. Melius Consulting
  3. MetLife
  4. Gg
  5. Dev
  6. Fidelity Investments
  7. Top Flight
  8. Forvis, LLP
  9. Secure Family Life
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