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Finance planner jobs in Galveston, TX

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  • Financial Planner

    Intrua Financial, LLC

    Finance planner job in Houston, TX

    Larson Financial Group d/b/a Intrua Financial is seeking a talented professional to hire for the position of Financial Planner, in the Houston, TX area. This position is the perfect fit for someone who enjoys working directly with clients to achieve their financial goals by servicing through diligent and detailed follow-up, meeting preparations, conducting client meetings, and managing client information files. The ideal candidate will be able to handle people and processes with ease, while welcoming challenge and opportunity. Demonstrating a passion to delivering superior service and building client relationships will add to success in this position. In this client facing role, you will use your industry knowledge to work with the Advisory team to contribute to an outstanding client experience. This position is fast-paced and will require a person with the desire to learn, grow in their career, and the ability to handle challenges, plus enjoy successes. Responsibilities include, but are not limited to: Preparing and conducting client meetings Gathering data from clients for preparation of financial plan Running insurance illustrations, constructing financial plans Communicating investment advice based on recommendations of team Tracking next steps in the planning process for clients Providing outstanding service to reproduce top clients Entering and manipulate information into Contact Management System and Financial Planning software Implementing client "touches" to create concierge experience resulting in consistent referrals Performing follow up and process new business; manage existing client relationships Managing and resolving client issues Requirements: Expectations: Ability to build rapport via phone, virtual meetings or in person with clients Professional, clear, and polite communication preference is required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines. Serving as the primary contact for a designated group of clients. The client must be able to rely on the FP/CSM for every financial need, whether it is finding the right answer or having it ready for them. Skills and Experience: 2+ years' experience in the Financial Planning field Series 7 & 66, or 65 Licenses CFP a plus Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Ability to maintain confidentiality of information Proficiency with Microsoft Office and Outlook Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis Experience with Salesforce Proficient data entry skills Flexible schedule for meetings and client event. Ability to prioritize deliverables, track deliverable progress, and follow -up on outstanding matters is required. Ability to manage time in an efficient, self-directed manner is required. Ability to be proactive and professionally assertive is required. Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required. Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required. Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required. Larson Financial Group offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans FREE for employee only) Dental, Vision, Life/Disability Insurance & Supplemental Insurance Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIc87525d7076e-37***********5
    $46k-90k yearly est. 3d ago
  • Senior Quantitative Analyst

    Cititec

    Finance planner job in Houston, TX

    Power Markets | Energy Trading Houston, TX (Hybrid) Cititec are partnered with one of the leading players in the North American energy trading space to hire a Senior Quantitative Analyst into their Houston-based analytics team sitting close to trading, pricing, and portfolio management. You'll be responsible for building and owning advanced electricity load forecasting models, turning complex market and operational data into insights that directly influence commercial decisions across power trading, risk, and portfolio strategy. Responsibilities: Lead the development and ongoing improvement of electric load forecasting models used across pricing, risk, and portfolio decisions Deliver daily pre-deal forecast support, ensuring models are reliable, accurate, and production-ready Partner closely with Power Trading, Portfolio Management, Pricing & Structuring, and Costing teams to analyse historical trends, forward curves, and market fundamentals Investigate forecast variances and explain drivers across financial, operational, and market inputs Build scalable analytics tools using Python, SQL, Docker, and cloud-based infrastructure Design, maintain, and optimise cloud data pipelines across Azure and AWS environments Apply advanced statistical and predictive techniques including machine learning, Bayesian methods, clustering, and decision-tree models Tackle complex analytical problems such as load reconciliation, portfolio stress testing, and budget tracking Contribute to best practices around version control, requirements gathering, and production deployment Requirements Bachelor's degree in a quantitative discipline (Maths, Statistics, Economics, Computer Science, Physics, or similar) Strong programming capability in Python, with working knowledge of SQL and R Experience building APIs, production-grade analytics tools, and automated workflows Solid grounding in statistical modelling, forecasting, and machine learning techniques Strong understanding of power markets, including electricity trading, pricing, portfolio/risk management, and generation fundamentals
    $70k-103k yearly est. 1d ago
  • 2026 Capital Markets, Global Investment Banking Summer Associate - Houston

    Rbc Holding Co Ltd. 4.9company rating

    Finance planner job in Houston, TX

    Global Investment Banking Summer Associate - Houston What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. RBCCM U.S. Summer Associate Program Each year, we invite rising second-year MBA students to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Associate Program. The program provides an opportunity for you to experience the culture and atmosphere of RBC Capital Markets and experience the role of a full-time Associate. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. Our Houston office recruits for the Energy industry group. Similar to full-time GIB Associates, Summer Associates will spend their time: Working on a variety of live transactions and client-facing business development initiatives in all areas of GIB Developing and preserving complex financial models Contributing to the delivery of client meetings and presentations Conducting research to analyze market trends Researching and analyzing future opportunities What do you need to succeed? In selecting Summer Associates, we look for the following: Students in their penultimate year of study at an accredited 2-year MBA program 2+ years' work post-undergraduate work experience Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Associate or Vice President) An opportunity to network and discuss career opportunities through a number of social events Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: 609 MAIN STREET:HOUSTON City: Houston Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-08-25 Application Deadline: 2026-01-01 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $95k-138k yearly est. Auto-Apply 60d+ ago
  • Investment Banking - Technical Transaction Team, Energy - Associate Geologist

    Jpmorgan Chase 4.8company rating

    Finance planner 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 10d ago
  • Associate, Investment Banking - Power & Utilities - Houston, TX

    Scotiabank Global Site 4.9company rating

    Finance planner job in Houston, TX

    Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Associate, Investment Banking - Power & Utilities - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Position Highlights: Analysts in Investment Banking enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. Scotiabank's Power & Utilities Investment Banking team is a leading renewable energy investment banking platform. The team is actively involved with a wide array of renewable investors, developers and regulated utilities. The Analyst will have the opportunity to immediately and meaningfully contribute to live transactions including sell-side renewable asset/portfolio sales and capital raises for leading renewable platforms. A significant amount of effort, diligence and initiative is required to properly execute assignments. The complexity of clients' financial requirements coupled with the intense competitiveness of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that it is required. With a limited hierarchy of professionals and a small project team approach, Analysts have ample opportunity for career growth and development. On any given project, Analysts will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Global Fixed Income and Global Equity Derivatives gaining knowledge and understanding of both investment banking and the capital markets. Responsibilities: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models Creating marketing materials and presentations Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Identifying and developing business opportunities with clients Major Activities Include: Perform comprehensive financial statement analysis and create and maintain models Collect, consolidate and interpret company and industry data Financial and written analysis of companies and industries Preparing client presentations, including compiling data and assembling presentation materials Supporting drafting of prospectuses, related documentation and marketing materials for transactions Applying product and capital markets knowledge to help clients achieve their financial objectives Requirements: 2+ years' work experience in Investment Banking or the power/utilities sector preferred Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology Proven record of outstanding achievement in academic and extracurricular activities Strong quantitative skills focused on financial analysis, accounting and financial theory Strong written and verbal communication skills Excellent command of Microsoft Suite, with an emphasis on Excel A high level of attention to detail The ability to manage multiple projects simultaneously while maintaining a high standard of work The ability to excel under pressure amid demanding deadlines The ability to perform effectively in a team environment High professional standards including a strong sense of personal integrity and teamwork Demonstrated ability to quickly adapt to new situations A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $96k-123k yearly est. 60d+ ago
  • Investment Banking Associate

    Doeren Mayhew CPAs and Advisors 3.7company rating

    Finance planner 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 planner 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. 59d ago
  • 2027 Investment Banking Summer Financial Analyst (Class of 2028) - Houston Oil & Gas

    HL Group 4.4company rating

    Finance planner job in Houston, TX

    Business Unit: Corporate Finance Industry: Oil & Gas Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Corporate Finance Houlihan Lokey has extensive expertise in mergers, acquisitions, divestitures, activist shareholder and takeover defense, and other related advisory services for a broad range of U.S. and international clients. Our experience in M&A has earned us consistent recognition throughout the industry. In 2024, we were ranked the No. 1 M&A advisor for all U.S. transactions. Energy (Oil & Gas) Houlihan Lokey's Oil & Gas Group operates within the firm's energy industry coverage, which has earned a reputation for providing superior service and achieving outstanding results in M&A and A&D advisory, capital raising, and financial recapitalization/restructuring as well as financial and board advisory services. The Oil & Gas Group is a cross-product, global, industry-dedicated team of 45+ highly experienced professionals with a diverse set of backgrounds, including E&P companies, midstream companies, other investment banks, investment funds, and research/brokerage shops. Our A&D/technical team is led by a group of technically focused professionals from the industry, with an average of 25+ years of industry experience. Summer Financial Analysts in the Oil & Gas Group will have the opportunity to work on a variety of transactions, including M&A, A&D, private capital raising, and restructuring. The environment at Houlihan Lokey is fast-paced and entrepreneurial and, as such, rewards Summer Financial Analysts with a substantial amount of responsibility. * *Excludes accounting firms and brokers. Job Description In Corporate Finance, Summer Financial Analysts may work on a variety of transactions that provide exposure to various investment banking services and client industries. These services include mergers and acquisitions, private placements of debt and equity, refinancings, and leveraged buyouts. Throughout the summer, you will work with a highly talented and dedicated staff of professionals who will give you broad exposure to the many different issues and concerns affecting businesses today. You will research and analyze financial statements, general and industry-specific economic conditions and developments, acquisitions and divestitures, and various investment attributes of publicly traded and private securities companies. The environment at Houlihan Lokey is collaborative and entrepreneurial and rewards Summer Financial Analysts with substantial responsibility and interaction with senior-level professionals. Qualifications Currently pursuing a Bachelor's and/or Master's Degree with a graduation date between December 2027 and June 2028 Possess basic knowledge of and a keen interest in finance Excellent verbal and written communication skills Strong work ethic and leadership skills Preferred Qualifications A fundamental understanding of valuation theory, methodologies, and applications Strong analytical and computer skills (Excel) Ability to work cooperatively with all levels of staff Application Requirement To be considered for this position, candidates must complete the Suited assessment. A unique assessment link will be sent via email following the submission of your application Houlihan Lokey is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. Compensation and Benefits Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package. The firm's good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $110,000.00 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience and the location where this position may be filled. Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here: 2025 Benefits We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.
    $110k yearly Auto-Apply 38d ago
  • 2025 Investment Banking Summer Analyst Program - Houston

    Direction Generale 3.7company rating

    Finance planner job in Houston, TX

    Projects include, but are not limited to: Support deal teams in pitching and executing transactions Create & maintain financial analyses and models Understand product and market dynamics through comparable and markets analysis Conduct due diligence and research on various businesses and industries Develop presentation materials for internal colleagues, clients, and investors Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. SocGen's transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. Société Générale is looking for individuals who highly value: Academic accomplishments Interest in financial markets and analyzing various businesses and industries Team spirit and collaboration Adaptability, innovative thinking, energy, and enthusiasm The opportunity to experience varied work environments Commitment to building meaningful professional relationships in the financial sector Intrigued by content and pitch development Profile Requested\: Undergraduate Class of 2026
    $73k-108k yearly est. Auto-Apply 60d+ ago
  • 2026 Investment Banking Summer Associate Program (Houston) - Early Careers

    W.F. Young 3.5company rating

    Finance planner job in Houston, TX

    2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in Houston. Pay Range: TX (Houston): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Posting End Date: 31 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $175k yearly Auto-Apply 60d+ ago
  • Investment Banking Analyst - Energy Project Finance

    GLBA

    Finance planner job in Houston, TX

    In the Energy Advisory and Project Finance (APF) team, we help energy projects get the funding they need to get off the ground. As countries and clients around the world navigate the energy transition, we provide advice and source funding to help them expand. For over 20 years, we have been at the forefront of project finance, advising and lending to multi-billion dollar projects, and working on many of the deals highly publicized in the press and, importantly, consistently recognized by our clients. We expect this to continue, with a number of large deals expected to close in the coming years. The team covers clients and projects across the continents of North and South America. We also have teams globally in Europe, Asia, and Australia. In providing our advice and funding, we collaborate with specialists across the range of energy subsectors in which project finance is utilized including thermal and renewable power generation, LNG, oil and gas pipelines, petrochemicals, refining, and fertilizers. In addition to our core project finance advisory and lending business, we can support clients with a full spectrum of capital solutions through the wider Global Banking and Investor Services division drawing on colleagues' experience in M&A, Equity Capital Markets, Private Placements, Debt Capital Markets, and Project Bonds. The role of the position of Analyst, in the Advisory and Project Finance Team, is to assist in the origination and execution of Project Finance Debt Advisory, Arranging roles and Equity Private Placement Advisory in the Energy sector (including renewables, oil & gas, petrochemicals and power).Transaction support to the relevant deal team leader on Advisory and Arranging mandates, to includes: Assume responsibility for cash flow modelling, ensuring accuracy and reliability of model output and sensitivities scenarios Review and structuring of project documentation Review of due diligence reports Credit analysis and preparation of credit applications Preparation of presentations to clients and other banks Manage admin requirements including internal pricing, client on-boarding, permanent supervision etc Origination and marketing support including: Research Participate in the development of marketing pitches and the preparation of indicative term sheets and proposals Participate in the development and maintenance of client relationship i.e. visiting client with senior bankers to deliver pitches Liaise with other banks to explain deal structures and aid in sell down and syndication of loans Keep up with industry trends General support, as required, within Energy Project Finance, including contribution to effective teamwork within the global team and with other groups in the bank. DIVISION DESCRIPTION\: Global Banking and Advisory (GLBA) combines recognized wholesale coverage with world-class product, financing, and advisory expertise within one team, enabling us to best support our clients. On the one hand, our transversal, product-neutral coverage teams span all businesses to promote the bank's products and services to our clients globally, and on the other, we provide world-class capital raising, financing and advisory expertise. SKILLS AND QUALIFICATIONS: 1-2 years of experience in a related field such as banking or the energy industry Excellent analytical and numerical skills most likely honed within a scientific-based degree such as Physics, Engineering, or Economics Excel fluency and financial modelling capacity Excellent writing, communication and presentation skills in English Strong interest in the energy industry High level of interpersonal skills Ability to work accurately and efficiently under pressure Cashflow or valuation modelling experience Behavior attributes of a successful candidate: Innovative Self-starting Resilient
    $63k-99k yearly est. Auto-Apply 60d+ ago
  • Investment Banking - Technical Transaction Team, Energy - Analyst Engineer

    JPMC

    Finance planner job in Houston, TX

    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.
    $63k-99k yearly est. Auto-Apply 11d ago
  • Corporate Philanthropy Analyst

    It Works 3.7company rating

    Finance planner 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. 55d ago
  • Intern - Financial Analyst (Houston, TX.)

    Beyond Holding Us, LLC

    Finance planner job in Houston, TX

    Financial Analyst Intern (Houston, TX.) Duration: 1-6 Months (Unpaid Internship) Compensation: Unpaid, but outstanding interns may receive sponsorship and performance-based bonuses To Apply: Please send your resume and a brief cover letter to *************************************************** Position Overview We are seeking a diligent and analytical Financial Analyst Intern to assist our investment team during the upcoming winter break period. The intern will gain hands-on experience in real estate financial reporting, analysis, and forecasting within a fast-paced business environment. Responsibilities - Collaborate with the investment team to gather and evaluate real estate marketing data, ensuring alignment with business objectives. - Provide innovative solutions and recommendations to enhance financial performance and support cost-reduction strategies. - Support the development of financial models for forecasting and budgeting purposes. - Analyze industry trends to identify potential investment opportunities or financial risks. - Contribute to the preparation of detailed reports and presentations for investors. Qualifications - Previous experience in finance, particularly within the real estate sector, is highly desirable. - Involvement in student union or leadership experience in campus organizations. - Legal work status in the United States (U.S. citizens and Green Card holders preferred). - Strong analytical skills and proficiency in Microsoft Excel, PPT and financial modeling. - Excellent organizational, communication, and presentation skills. Note to Applicants: These internships are designed to provide significant educational experience and are aligned with the intern's formal education program. They will provide opportunities for professional development in a real-world context and are intended to complement and enhance the intern's academic learning.
    $30k-43k yearly est. 60d+ ago
  • Investment Banking Associate, Energy Engineer - Houston

    Moelis 4.9company rating

    Finance planner job in Houston, TX

    We are passionate about our business and our culture, and are seeking individuals with that same drive. Day-to-Day Responsibilities: * Lead and ensure technical excellence in the analysis and valuation of oil and gas assets. * Drive the preparation of client presentations and serve as a key point of contact for senior bankers and clients. * Oversee company and industry research, synthesizing findings into actionable strategic insights and recommendations. * Manage and mentor analysts in handling large datasets, technical workflows, and extracting critical business insights. Primary Responsibilities: * Lead the development, calibration, and validation of type curves and production forecasts across a broad spectrum of oil and gas assets. * Apply advanced reservoir engineering and data science methodologies to formulate and defend optimized development strategies for client assets. * Direct the generation, categorization, and risk-assessment of undeveloped inventory. * Own the construction, population, and quality-control of complex discounted cash flow (DCF) valuation models using ARIES, PHDWin, and/or ComboCurve, and clearly articulate results to clients. * Own the development and maintenance of technical databases (ARIES, ComboCurve, PHDWin, SQL/Parquet, etc.) used for valuation and marketing analyses. * Lead technical and operational due-diligence workstreams, including diligence calls with counterparties, creation of deal materials, model audit, and process management from start to finish. * Partner closely with senior bankers to support transaction execution, client deliverables, buyer interaction, and process integrity. Required Skills & Experience: * Strong data-analytics and problem-solving capabilities. * Exceptional attention to detail with the ability to manage multiple complex workstreams simultaneously. * Proven ability to perform under pressure and meet tight deadlines in a fast-paced, deal-driven environment. * Strong analytical and numerical skills with comfort navigating complex technical & financial datasets. * Strong presentation, communication, and client-facing skills. * Ability to challenge assumptions and contribute independent, critical thinking. * Effective team player capable of working with a wide range of internal groups and external stakeholders. * Advanced proficiency in Microsoft Excel; strong working knowledge of the full Microsoft Office suite. * Strong coding experience (Spotfire, Python, SQL, VBA, etc.) and demonstrated ability to automate workflows or handle large datasets. * Prior experience working with public oil & gas datasets (Enverus, IHS, state agencies, etc.). Qualifications: * Bachelor's or Master's degree in Petroleum Engineering preferred; MBA or other advanced technical or quantitative degree is a plus. * 3-5+ years of experience in the oil & gas industry, ideally in A&D, corporate development, reservoir engineering, or investment banking. * Minimum GPA: 3.5. Desired Major: Petroleum Engineering. We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age, religion, color, sex (including pregnancy and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law. This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.
    $91k-129k yearly est. Auto-Apply 44d ago
  • Investment Banking Associate

    Doeren Mayhew CPAs and Advisors 3.7company rating

    Finance planner 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. 1d ago
  • 2027 Capital Markets, Global Investment Banking Summer Analyst

    Rbc Holding Co Ltd. 4.9company rating

    Finance planner 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 56d ago
  • 2026 Investment Banking Analyst Energy, Houston

    Scotiabank Global Site 4.9company rating

    Finance planner job in Houston, TX

    Salary Range: 120,000.00 - 120,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. 2026 Investment Banking Analyst Energy, Full Time Houston, United States Why work for Scotiabank? Front Office Analysts have access to Capital Ideas, the Global Banking and Markets Learning Program, as well as frequent interactive learning sessions led by our experienced professionals. Analysts will also have access to our Mentorship program where students will be teamed-up with a mentor who will serve as a guide for professional and personal development. We are committed to offering you extensive opportunities for training, hands-on experience, and career advancement. Simply put, your future is our investment. Is this role right for you? Global Banking and Markets (GBM) provides a full range of credit, risk management and investment banking products and services relevant to the financing and strategic development needs of our clients. Our products include investment banking, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, debt products, derivatives, foreign currencies, and commodities. We also cross-sell the full range of wholesale products and services offered by Scotiabank. Within our Corporate and Investment Banking division, analysts can pursue roles within execution or origination across sector groups including Media and Telecommunications, Energy, Technology, LATAM Banking, Healthcare, Real Estate Gaming and Leisure, Power and Utilities, Infrastructure, and more! Analysts provide support to the Investment Banking teams globally and develop the skillset to pursue careers in Investment Banking. What will my responsibilities look like? Generally supporting client pitches and deal execution efforts Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, marketing materials and presentations Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc. Sourcing the data required to perform financial analysis Drafting prospectuses and marketing presentations for transactions Preparing client presentations Applying product and capital markets knowledge to help clients achieve their financial objectives. Do you have the skills that will enable you to succeed in this role? We'd love to work with you if: You have an undergraduate or graduate Degree in Business, Finance, Science, Technology, Engineering, Economics or Mathematics discipline or related fields to be completed between December 2025 and July 2026. You have a demonstrated interest and knowledge of the financial markets You have a proven record of outstanding achievement in academic and extracurricular activities The ability to manage multiple projects simultaneously while maintaining a high standard of work You have strong interpersonal skills and ability to work in a collaborative environment You work seamlessly within MS Office Suite with expertise in Excel and PowerPoint You have strong quantitative skills focused on financial analysis, accounting, and financial theory You are a team player with strong interpersonal skills How to apply: You must apply via the Scotiabank career portal and complete all steps outlined below to be considered for this position. Fill out an application by clicking the “Apply” button. Submit your resume and transcript as a single PDF when prompted. Successful applicants will be contacted for next steps, including a video interview. We thank all candidates for taking the time to apply; however only those candidates selected for an interview will be contacted. As Canada's Most International Bank, we are a leader when it comes to inclusion. We are a diverse and global team, speaking more than 100 languages with backgrounds from more than 120 countries. We value the unique skills and experiences everyone brings to the bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $80k-107k yearly est. 7d ago
  • Investment Banking - Technical Transaction Team, Energy - Analyst Engineer

    Jpmorgan Chase 4.8company rating

    Finance planner job in Houston, TX

    **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. 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 $110,000.00 - $135,000.00 / year
    $110k-135k yearly 10d ago
  • Investment Banking - Technical Transaction Team, Energy - Associate Engineer

    Jpmorganchase 4.8company rating

    Finance planner 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.
    $82k-119k yearly est. Auto-Apply 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in Galveston, TX?

The average finance planner in Galveston, TX earns between $34,000 and $123,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in Galveston, TX

$65,000
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