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  • Investor Relations Associate

    Dhanani Private Equity Group

    Finance planner job in Sugar Land, TX

    Who you are: Passionate about data, communications, and content creation, preferably in the real estate and private equity industry. You are someone who enjoys speaking with people and are excited to build the DPEG network through public relations, social media, and strong interpersonal skills. You are highly skilled at and enjoy building long-term relationships. Duties:- Develop, maintain and strengthen relationships with DPEG investors and partners.- Keep our investment management CRM system updated accurately throughout all projects and partners.- Provide timely and accurate information to investors regarding investment opportunities, project details (closings, new leases, etc.), distribution and end of year tax documents.- Prepare and distribute press releases, presentations, and other investor communications.- Excellent communication skills with the ability to effectively present complex financial information to diverse audiences in a simple way.- Work cross-functionally with accounting and finance teams to ensure investor funds are accounted for accurately.- Coordinate investor meetings, conferences, and roadshows.- Conduct market research and analysis to identify trends and investor sentiment.- Monitor and analyze financial markets, industry trends, and competitor activities.- Stay updated on industry best practices and developments in investor relations. Requirements:- Bachelor's degree in finance, business administration, or a related field. - Proven experience in investor relations, sales, or financial services. - Strong knowledge of investment management principles and practices. - Proficiency in basic accounting, financial reporting and banking operations. - Familiarity with SEC regulations and compliance requirements. - Ability to build and maintain relationships with investors, analysts, and other stakeholders. - Detail-oriented with strong organizational skills. Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization. Supplemental pay types: Bonus opportunities Ability to commute/relocate: Stafford, TX 77477: Reliably commute or planning to relocate before starting work (Required) Experience: Microsoft Office: 4 years (Preferred) Sales: 4 years (Preferred) Personable (be able to build relationships with all our investors and get to know them through trust, rapport and understanding) Supplemental Pay: Bonus opportunities Job Type: Full-time Schedule: 8 hour shift Work Location: In person
    $74k-135k yearly est. 5d ago
  • Financial Consultant Partner - Century City, CA

    Charles Schwab 4.8company rating

    Finance planner job in Pasadena, TX

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred Qualifications: 3+ years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool Openness to manage local events, as needed What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $43k-62k 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 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. 18d ago
  • Investment Banking - Technical Transaction Team, Energy - Associate Engineer

    JPMC

    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.
    $81k-132k yearly est. Auto-Apply 60d+ 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
  • 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. 45d 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
  • Investment Banking Analyst - Energy Project Finance

    Mark 3.9company rating

    Finance planner job in Houston, TX

    _ 24000FX3 Investment Banking Analyst - Energy Project FinanceJob Type : Permanent contract Organization : GLBAPrimary Location : United States-Texas-Houston Missions 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.Profile 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 Business Insight _
    $53k-89k yearly est. Auto-Apply 60d+ ago
  • Investment Banking - Technical Transaction Team, Energy - Associate Engineer

    Jpmorgan Chase 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $82k-119k yearly est. 60d+ ago
  • 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. 42d 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 31d 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 43d ago
  • Investment Banking Associate

    Doeren Mayhew 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 firms team has a proven track record, completing transactions nationwide across diverse sectors ranging from $10 million to $500 million in size. Unlike traditional investment banks, Doeren Mayhew Capital Advisors is affiliated with Doeren Mayhew, a top 50 U.S. CPA and advisory firm, helping fuel the deal pipeline and providing additional accounting, due diligence and advisory expertise when needed in a transaction. If you want to join a rising investment bank and thrive on critical analysis, creative problem solving and collaborative teamwork, our investment bank is the right place for you! Doeren Mayhew Capital Advisors is seeking an Associate to join our team. The investment banking professional should have 2-4 years of M&A experience. Candidates must demonstrate professionalism and client management skills together with strong technical, written, and verbal communication skills. The ideal candidate will possess skills in both finance and accounting. We offer great growth potential as a key part of a highly regarded firm, and accordingly, many opportunities for expedited professional development. Securities offered through Doeren Mayhew Capital Advisors, LLC. Member FINRA/SIPC. Responsibilities: * Participating in all aspects of transactions, from pitching clients to closing deals. * Responsible for overseeing analysts daily tasks. * Creating offering memoranda and pitch books, financial analysis/modeling, marketing idea creation/execution, participating in conference calls and meetings. * Working with the firm's senior deal makers to support and lead various aspects of client engagements, business development, marketing activities and day-to-day operations. * Ensuring first-rate deliverables for internal and external end-users. Attention to detail and the ability to self-edit are critical. Qualifications: * Bachelors degree in Finance, Accounting or related field. * Minimum 2-4 years of investment banking or M&A employment strongly preferred. * Motivated self-starter who excels in both independent and team-oriented environments. * Superior work ethic and commitment to high-quality results. * Ability to drive deliverables with minimal oversight. * Proficient in financial modeling, writing and presentation skills to support deals. * Articulate, with exceptionally strong communication skills. * Superior attention to detail. * Advanced knowledge of Excel and PowerPoint to perform responsibilities. * Ability to effectively, interact with senior executives and business owners. * Must be able to commute to the Houston office. Doeren Mayhew Capital Advisors is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability'; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, martial or any other status protected by law.
    $89k-121k yearly est. 48d ago
  • Associate, Investment Banking, Energy - 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. Title: Associate, Investment Banking, Energy - Houston, TX Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts. Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. What You'll Do Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: Coordinating with the various product groups and industry team within GBM Developing and maintaining effective industry relationships with legal counsel, external parties, clients The day-to-day responsibilities include the following: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients Collecting, consolidating, and interpreting company and industry data Performing comprehensive financial statement analysis and create and maintain models Financial and written analysis of companies and industries Identifying and developing business opportunities with clients Preparing client presentations, including compiling data and assembling presentation materials Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time Applying product and capital markets knowledge to help clients achieve their financial objectives Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development Actively partner with group leaders and broader team to build team dynamics and engagement across teams Actively contribute to a high performance and inclusive work environment What You'll Bring 2-5+ years' work experience in Investment Banking, Equity Research or in a corporate finance role at an industry player Spanish speaking candidates would be a plus Bachelors or Masters Degree in Business, Finance, Math, Economics, Science or other quantitative or STEM subject Strong quantitative skills focused on financial analysis, accounting and financial theory Strong written and verbal communication skills Proficiency with the full Microsoft Suite, with an emphasis on Excel Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Ability to manage multiple projects with competing deadlines while maintaining high work standards Strong communication and teamwork skills Demonstrated ability to quickly adapt to new situations and short deadlines Independent thinker and proven ability to take initiative and make decisions Flexible to demands of work and viewed as a valuable team resource A high level of energy and a keen desire to learn new concepts Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.
    $96k-123k 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. Nearest Major Market: Houston
    $96k-122k yearly est. 46d ago
  • Investment Banking - Technical Transaction Team, Energy - Analyst Engineer

    JPMC

    Finance planner job in Houston, TX

    We are seeking a highly skilled and experienced Analyst to join our Energy Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst Engineer in the Technical Transaction Team in Energy, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel. Job Responsibilities: Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions. Perform technical analysis and resource / valuation assessment for oil & gas assets across North America Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis and review of commercial assumptions and construct and maintain economic modeling software such as ARIES or PHDwin Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc. Conduct market research from various platforms including Enverus, Woodmac, and Factse and maintain and update petroleum economics and reserves softwares and databases. Required qualifications, capabilities and skills: Petroleum Engineering undergraduate degree Perform technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) and able to navigate software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access Conduct fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis and perform technical data reviews un-assisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments) Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists. Assist and guide the development of key marketing materials and execution of mandates and design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms. Preferred qualifications, capabilities and skills: Petroleum Engineering experience conducting A&D evaluations and lower 48 un-conventional reservoir evaluation experience Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs. ARIES and Spotfire experience required, working understanding of PHDwin and Tableau welcomed.
    $63k-99k yearly est. Auto-Apply 60d+ 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
  • Investment Banking - Technical Transaction Team, Energy - Analyst Engineer

    Jpmorgan Chase 4.8company rating

    Finance planner job in Houston, TX

    We are seeking a highly skilled and experienced Analyst to join our Energy Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. As an Analyst Engineer in the Technical Transaction Team in Energy, you will be a key player in our business strategy and execution. You will participate in the full cycle of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations. You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel. **Job Responsibilities:** + Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions. + Perform technical analysis and resource / valuation assessment for oil & gas assets across North America + Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis and review of commercial assumptions and construct and maintain economic modeling software such as ARIES or PHDwin + Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc. + Conduct market research from various platforms including Enverus, Woodmac, and Factse and maintain and update petroleum economics and reserves softwares and databases. **Required qualifications, capabilities and skills:** + Petroleum Engineering undergraduate degree + Perform technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types + Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES) and able to navigate software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access + Conduct fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis and perform technical data reviews un-assisted (e.g. PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments) + Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists. + Assist and guide the development of key marketing materials and execution of mandates and design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms. **Preferred qualifications, capabilities and skills:** + Petroleum Engineering experience conducting A&D evaluations and lower 48 un-conventional reservoir evaluation experience + Deep level of economic understanding of development field economics: Type Curve & production forecasting, commercial LOS analysis, economic inputs and resulting outputs. + ARIES and Spotfire experience required, working understanding of PHDwin and Tableau welcomed. 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
    $63k-87k yearly est. 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in League City, TX?

The average finance planner in League City, 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 League City, TX

$65,000
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