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Finance planner jobs in The Woodlands, TX

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  • Investment Consultant - Los Angeles, CA (Downtown)

    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 an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $78k-142k yearly est. 3d ago
  • 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. 2d ago
  • Corporate Finance, FP&A

    Culbertson Resources Inc.

    Finance planner job in The Woodlands, TX

    Senior FP&A Analyst We are seeking a highly analytical and strategic Corporate FP&A professional to support the CFO in driving the company's financial strategy. This role will play a critical part in shaping the company's growth through strategic initiatives, mergers & acquisitions, multiple capital raises, and complex transactions. The ideal candidate will have strong financial modeling skills, strategic thinking, and experience in investment banking, private equity, or construction finance in a fast-growing, acquisition-driven organization. Key Responsibilities: Partner with the CFO to develop and execute corporate strategies, including long-term planning, capital allocation, and growth initiatives. Lead financial analysis and modeling for potential mergers, acquisitions, divestitures, and joint ventures. Support multiple capital raise initiatives, including debt, equity, and hybrid instruments. Conduct scenario analysis, valuations, and due diligence to assess strategic opportunities. Prepare and present financial insights, recommendations, and reports to executive leadership and the board of directors. Collaborate cross-functionally with business units to align financial strategy with operational goals. Monitor performance metrics, key drivers, and trends to guide strategic decision-making. Qualifications: 4-8 years of experience in corporate finance, investment banking, private equity, or strategic finance within highly active companies Strong financial modeling, valuation, and analytical skills. Proven experience in M&A transactions, capital raises, and strategic initiatives. CFA designation is a strong plus.
    $54k-82k yearly est. 4d ago
  • 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 PI8491e2b3f57e-31181-38977475
    $46k-90k yearly est. 8d 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 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
  • 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. 15d 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. 43d 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
  • 2025 Investment Banking Summer Analyst Program - Houston

    Direction Generale 3.7company rating

    Finance planner job in Houston, TX

    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 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
    $73k-108k 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
  • 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. 39d 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 28d 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. 3d 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. 45d 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 40d 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

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

    Jpmorganchase 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.
    $63k-87k yearly est. Auto-Apply 60d+ ago

Learn more about finance planner jobs

How much does a finance planner earn in The Woodlands, TX?

The average finance planner in The Woodlands, TX earns between $33,000 and $121,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.

Average finance planner salary in The Woodlands, TX

$64,000
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