CareerPlan

Investment Banking, Analyst - Energy

UCM - Houston, USFull-time$110k–$135k2026-11-03 → 2026-11-10

Core

Support deal execution, financial analysis, and client relationship management within the Investment Banking Graduate Training Program.

Role type

Investment Banking Analyst (Graduate)

Builds

Pitch books, detailed financial models, and client deliverables for M&A, LBOs, and capital raising.

Domain

Financial Services / Investment Banking / Energy

Required skills

Financial modeling, Valuation, Excel, PowerPoint, Company research, Industry research, M&A knowledge, LBO knowledge, Capital raising knowledge, Due diligence support, Documentation

Preferred skills

1+ years in Finance/Business, Corporate finance knowledge, Investment banking products knowledge, Energy sector experience

Technologies

Excel, PowerPoint

Responsibilities

Develop core financial modeling, valuation, and presentation skills; Conduct company and industry research; Build and maintain detailed financial models; Assist in execution of live transactions including due diligence and documentation; Collaborate with senior bankers on strategic advisory mandates; Ensure accuracy of presentation materials.

Seniority

Junior, Graduate Program