Senior Analyst/Associate, Energy Investment Banking

Capital One
Houston, Texas, United States
May 21, 2023
Jun 20, 2023
Full Time
800 Capitol Street (31040), United States of America, Houston, Texas

Senior Analyst/Associate, Energy Investment Banking


The Analyst/Associate will be a critical member of the Energy Banking team that plays an integral role in supporting marketing activities as well as the execution of debt/equity capital markets, loan syndications and advisory transactions for corporate and sponsor clients. The individual will be responsible for providing industry and company-specific research, and assist in the preparation of financial models, deal related marketing materials, internal approvals memos and other analytics to support new business generation. Skills will be developed through significant exposure to senior and mid-level bankers, as well as external clients including corporate management teams and principals at financial sponsors. The individual will also be expected to sit for the Series 79 and 63 licensing exams in order to work on securities offerings (if not already attained).

General Responsibilities include, among others
  • Creating and maintaining marketing materials and pitch books
  • Creating and maintaining comps databases that track information regarding industry trends, company profiles, and transaction details
  • Creating and maintaining transaction specific models and analysis (i.e. merger models, valuation analysis, acquisition financing models, upstream/midstream corporate cash flow models, NPV analysis)
  • Keeping the Energy Banking team updated with regular distributions of transaction overviews and deal reports
  • Drafting industry, sector, and company-specific reports and presentations for both internal use and for client meetings
  • Supporting deal execution during the capital markets, loan syndications and advisory processes by being responsible for the creation of marketing materials, managing external client and lender requests, maintaining contact and questions/diligence lists, etc.
  • Actively participating in due diligence sessions
  • Assisting on special projects to support new business generation
  • Coordinating with the Energy Underwriting and Credit teams on transactions

Basic Qualifications
  • Either a Bachelor's degree or Military Experience
  • At least 1 year of banking experience

Preferred Qualifications:

  • Developed communication skills (both written and oral)
  • Significant analytical and problem solving skills
  • Strong technological proficiency including mastery of Excel, Word and PowerPoint
  • Demonstrated financial modelling proficiency
  • 2 or more years of banking experience preferred (syndications and / or DCM experience a plus) or MBA
  • Ability to provide managerial support for more junior team members
  • Strong academic record and strong interest in finance
  • Formal Credit Training a plus
  • Ability to work in a fast-paced, dynamic environment and proficiency in multi-tasking is required
  • Team player as much of the work is team-oriented, but also a self-starter with the ability to complete assignments individually
  • Must have a strong interest in client contact, given significant interactions with corporate management teams, principals from financial sponsors as well as members of the general investor community

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

No agencies please. Capital One is an Equal Opportunity Employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex, race, color, age, national origin, religion, physical and mental disability, genetic information, marital status, sexual orientation, gender identity/assignment, citizenship, pregnancy or maternity, protected veteran status, or any other status prohibited by applicable national, federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).