Associate, Investment Banking Energy

ATB; Calgary; On-site; CAD 120,000 - 180,000; Full time

Job summary

ATB Capital Markets Corp. in Calgary is seeking an experienced Associate to join the Energy & Infrastructure group within the Investment Banking team.

You will be involved in all aspects of the transaction process and contribute to developing strategic business ideas. You will work with clients and senior management on mandates across upstream energy, energy services and related sectors, including M&A, financing and advisory work.

Qualifications

• Upstream energy, investment banking, corporate development, or capital markets experience required.
• Bachelor's degree or higher in Engineering, Geology, Geophysics, or related field required.
• MBA/CFA/CA/CPA/CBV designation preferred but not required.

Responsibilities

• Direct technical and commercial evaluation of assets and corporate entities for M&A opportunities.
• Lead and coordinate cross-functional deal teams in support of Investment Banking and MA&D transactions.
• Develop client coverage responsibilities and revenue ideas across energy sectors.
• Conduct data-driven industry research, benchmarking and market intelligence.

Skills

Communication skills

Attention to detail

Teamwork

Strong work ethic

Education

Bachelor's Degree in Engineering/Geology/Geophysics

MBA/CFA/CA/CPA/CBV preferred

Tools

Bloomberg

FactSet

Microsoft Office

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we're consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About the Role

ATB Capital Markets Corp. is a wholly owned subsidiary of ATB Financial, an Alberta-based institution with offices in Calgary, Edmonton, Toronto and Denver. Together, we represent a highly specialized team of experts who provide a full suite of financial service solutions, including:

• Advice on mergers and acquisitions, divestitures and private equity
• Corporate banking, loan syndications and project finance
• Equity capital, debt capital and financial markets
• Institutional sales and trading
• Institutional research to leverage industry and sector insights

ATB Capital Markets Corp. is looking for an experienced Associate to join the Energy & Infrastructure group within the Investment Banking team. The team draws from a breadth and depth of experience, with insights into the complexity of the energy industry from upstream, midstream, energy services and technology, energy expansion and renewables sectors. The successful candidate will be involved in all aspects of the transaction process and development of strategic business ideas.

You will join a dynamic entrepreneurial team and have the opportunity to work with clients and senior management. You will assist in the execution of Investment Banking, MA&D and other Financing mandates and will closely work with professionals across the firm to deliver high quality advice to our clients.

This position is onsite working out of our office located in downtown Calgary, AB.

Note: ATB is targeting an experienced associate for this role, with the potential for early advancement opportunities for high performers.

Accountabilities

• Technical & Commercial Evaluation: Direct technical and commercial evaluations of assets and corporate entities to evaluate M&A opportunities and strategic investment banking initiatives.
• Deal Leadership & Execution: Opportunity to develop the capability to lead and coordinate cross-functional deal teams in supporting Investment Banking and MA&D transactions, valuation and mandate execution.
• Strategic Coverage & Revenue Generation: Opportunity to develop client coverage responsibilities, deal team leadership and revenue generation ideas across energy verticals.
• In-Depth Research & Advisory: Conduct and oversee complex, data-driven industry perspectives, competitor benchmarking and market intelligence to identify client advisory solutions.
• Market Intelligence & Platform Infrastructure: Develop and enhance proprietary databases, valuation models, and research frameworks to deepen market intelligence and process efficiency.
• Client & Executive Materials: Opportunity to drive the strategy, structure, and development of pitchbooks, confidential information memorandums (CIMs) and executive-level board presentations.
• Sector Focus & Growth: Focus coverage primarily on upstream while supporting infrastructure and broader energy expansion initiatives.

Skills, Experience & Requirements

• Prior upstream energy, investment banking, corporate development, or capital markets experience is required.
• Post-secondary education (Bachelor's Degree or higher) with a focus in Engineering, Geology, Geophysics, or a similar field is required.
• Strong preference for reserves evaluator experience/expertise.
• An MBA, CFA, CA, CPA, or CBV designation (completed or near completion) is preferred, but not required.
• Highly proficient in Microsoft Office (Excel, PowerPoint, Word, etc.).
• Knowledge of Bloomberg and Factset (or similar) is considered an asset.
• Strong work ethic with an appreciation for schedule uncertainty.
• Exceptional attention to detail and commitment to excellence.
• Team oriented with the ability to work in an open and unstructured environment.
• Excellent written and verbal communication skills.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you're seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We're dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way.

Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation.

We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you'll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

We're excited that you're interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.