Analyst, Investment Banking, Energy

Scotiabank; Houston (TX); Hybrid; USD 12,000 - 130,000; Full time

Job summary

Scotiabank is seeking an Analyst in Investment Banking, Energy in Houston. The role focuses on executing transactions, building financial models, and preparing client materials under supervision.

You’ll collaborate with Associates and Directors to support relationship management and ensure regulatory compliance. The ideal candidate has 0–2 years in IB, plus a business/finance-related degree and FINRA certs.

Qualifications

• 0–2 years’ work experience in Investment Banking.
• Bachelor's or Master's degree in Business, Finance, Math, Engineering, Economics, Science or Technology.
• SIE, Series 79 and Series 63 FINRA certifications.
• Strong quantitative skills focused on financial analysis, accounting and financial theory.
• Strong written and verbal communication skills.
• Excellent command of Microsoft Excel.
• A high level of attention to detail.
• Energy industry knowledge or interest is a plus.

Responsibilities

• Execute on a broad range of transactions and pitches.
• Prepare client presentations and financial models.
• Support Directors/MDs in managing client relationships in the energy sector.
• Ensure compliance with governing regulations and internal policies.

Skills

Investment Banking experience

Strong quantitative skills

Strong written communication

Strong verbal communication

Microsoft Excel proficiency

Attention to detail

Energy industry interest

Education

Bachelor's or Master's in Business/Finance/Math/Engineering/Economics/Science/Tech

Tools

SIE certification

Series 79

Series 63

Job description

Title: Analyst, Investment Banking, Energy

Requisition ID: 274330

Salary Range:12,000.00-130,000.00

Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate’s relevant knowledge, skills, and experience.

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Analyst, Investment Banking, Energy

Global Banking and Markets
Global Banking and Markets (GBM) is a leading Capital Markets and Investment Banking platform with a competitive presence across the Americas, operating globally over 100 years. Scotiabank’s strong US presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world.

Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group including transaction banking and trade finance solutions.

Be part of an innovative Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition to every future!

Purpose:

Responsible for executing on a broad range of transactions and pitches. Responsible for preparing client presentations and financial modeling. Work closely with the Associates/Associate Directors to support the Directors/MDs in managing client relationships in the industry sector. Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

What You’ll Do:

• Champion a client centric focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue.
• Relationship management and cross collaboration includes:
  
  • Coordinating with the various product groups and industry team within GBM
  • Developing and maintaining effective industry relationships with legal counsel, external parties, clients
• The day-to-day responsibilities include the following:
  
  • Evaluating and analyzing the financial needs of corporate clients
  • Creating marketing materials and presentations
  • Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
  • Identifying and developing business opportunities with clients
  • Performing comprehensive financial statement analysis and creating and maintaining models
  • Collecting, consolidating, and interpreting company and industry data
  • Financial and written analysis of companies and industries
  • Applying product and capital markets knowledge to help clients achieve their financial objectives
  • Actively contribute to a high performance and inclusive work environment

What You'll Bring:

• 0-2 years’ work experience in Investment Banking
• Bachelors or Masters Degree in Business, Finance, Math, Engineering, Economics, Science or Technology
• SIE, Series 79 and Series 63 FINRA certification
• Strong quantitative skills focused on financial analysis, accounting and financial theory
• Strong written and verbal communication skills
• Excellent command of Microsoft Suite, with an emphasis on Excel
• A high level of attention to detail
• A high level of energy and a keen desire to learn new concepts

Interested

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That’s why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s): United States : Texas : Houston

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Scotiabank is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law.