Principal Associate, Energy Investment Banking
Core
Supports marketing activities and execution of debt/equity capital markets, loan syndications, and advisory transactions for corporate and sponsor clients in the energy sector.
Role type
Principal Associate, Energy Investment Banking
Builds
Marketing materials, pitch books, comps databases, transaction models, and industry reports
Domain
Energy, Power, and Renewables / Investment Banking
Deliverable
product features
Required skills
Financial modeling, industry research, deal execution support, due diligence participation, client interaction, multi-tasking
Preferred skills
MBA, 1+ years banking experience, FINRA Series 79 and 63 licenses, formal credit training
Technologies
Excel, financial modeling software
Responsibilities
Creating and maintaining marketing materials and pitch books; Creating and maintaining comps databases; Creating transaction-specific models and analysis; Drafting industry and company-specific reports; Supporting deal execution in capital markets and loan syndications; Actively participating in due diligence sessions
Seniority
Mid-level IC
