Corporate & Investment Banking Analyst - Energy Client Coverage

Societe Generale Americas; Houston (TX); On-site; USD 90,000 - 140,000; Full time

Job summary

Societe Generale Americas in Houston's Energy Client Coverage team is seeking an IB Analyst to support Senior Bankers in origination and execution of energy-related transactions. You will work with US and Canadian clients spanning power, renewables, hydrogen, CCUS, and traditional oil & gas, coordinating cross-border inputs.

Responsibilities include building financial models, preparing client materials, and tracking deal progress while interacting with product specialists.

Qualifications

• Strong interest in finance and global capital markets.
• Ability to work across multiple deals and time zones.
• Proficiency in Excel and PowerPoint for financial modeling.
• Fluent in English (written and spoken).

Responsibilities

• Prepare pitch presentations (slide creation and binding).
• Prepare Pre-Screening / Support Memos (business cases and client profitability analysis).
• Perform profitability analysis (advanced Excel modeling) for prospective transactions.
• Build acquisition finance modeling (Three-statement, DCF, Merger, Consolidation).
• Develop client profiles / Onboarding / KYC.
• Conduct sector studies as needed.
• Produce internal reports and support Coverage team operations.
• Track live deals and client communications; support budgeting and forecasts.
• Travel for industry presentations and client meetings as needed.

Skills

Strong organizational skills

Accuracy

Resourcefulness

Strong personal drive and self-mot

Strong research capabilities

Strong written and verbal presentation

Write succinctly and convincingly

Handle multiple projects

Commitment to deadlines

Reason through business situations

Tools

Excel

PowerPoint

Bloomberg

Capital IQ

Thomson Reuters

Job description

Global Banking and Advisory (GLBA/AME) consists of a transversal, product-neutral Coverage teams, whose role is to continue to promote all Group products and services to our clients globally, and world-class capital raising, financing and advisory expertise. The Group plays a key role in the development of the bank’s investment banking activities.

The Houston based Energy Client Coverage team is responsible for originating global Investment Banking business with a portfolio of approximately 20 US and Canadian clients involved in the Energy Transition sectors-Power (generation, transmission, distribution) and "New Energy" subsectors (Hydrogen, clean fuels, CCUS, etc), ranging from large publicly traded companies to leading private developers. In addition, on the Oil and Gas side, there are approximately 20 US and international clients, including International Oil Companies, midstream, refining, oilfield service and petchem companies, also involved in the New Energy space.

Bankers in Corporate Coverage provide business lines with access to client deal flow and assist in cross-selling all Societe Generale key global products. This is accomplished through client meetings with CFOs and Treasurers, Treasury teams and Corporate Development teams to pitch new business. Our goal is to develop business in accordance to Societe Generale’s high standards, healthy returns and superior quality that meet the Bank’s after-tax return requirements.

With offices in ~70 countries, a bulge bracket presence in the Euro capital markets, and an active IB presence in the Americas and Asia/Pacific, and Africa/Middle East, SG has a world class global Energy practice. SG is particularly well known for energy structured finance advisory: Renewables, Transmission, Oil and Gas Midstream, Downstream, Petchem) as well as a broad spectrum of traditional IB products (Global Debt Capital Markets, Global Equity Capital Markets, M&A, Acquisition Finance, Ratings Advisory, ESG Advisory, FX & Interest Rate Market Risk Advisory, etc.

SPECIFIC ENVIRONMENT DETAILS:

Working directly with the Coverage & Investment Banking team and Corporate Credit team. Working hours will vary depending on workload and time zone of clients. Interpersonal fit with members of the team is very important. Atmosphere at the office is professional.

Responsibilities

The IB Analyst in the Houston Energy Client Coverage Team supports the Senior Bankers with the origination and execution of IB transactions, working closely with existing and prospective clients, as well as SG colleagues from the global investment bank.

Day to day responsibilities (under the supervision of the Coverage team) include but are not limited to the preparation of:

• Pitch presentations (slide creation and binding)
• Pre-Screening / Support Memos (business cases and client profitability analysis)
• Profitability analysis (advanced Excel modeling) for prospective transactions
• Acquisition finance modeling (Three-statement, Discounted Cashflow, Merger, Consolidation)
• Client profile development / Onboarding / KYC
• Special sector studies as needed
• Various internal reports and operational Coverage team support
• Corporate Finance data gathering on individual clients or industrial sectors
• Interaction with business line product specialists on specific client initiatives
• Tracking of live deal and pitch communication for current and prospective clients
• Yearly budget, periodic income forecast, income correction campaigns on the portfolio
• Communication with clients for periodic Know Your Client document updates
• Travel for industry presentations and client meetings as needed

COMPETENCIES

Required:

• Strong organizational skills
• Accuracy
• Resourcefulness
• Strong personal drive and self-motivation
• Strong research capabilities
• Strong written and verbal presentation skills
• Ability to write succinctly and convincingly (effective co mmunication skills)
• Ability to handle several projects at the same time (2-4 live deals or projects at once)
• Commitment to delivering to tight deadlines
• Ability to reason through business situations

Desired:

• Ability to work in different time zones with product lines
• Flexibility to work hours necessary to get tasks completed
• Desire to develop successful career in the banking industry and in relationship management

TECHNICAL SKILLS

Required:

• Strong Financial Accounting and Corporate Finance skill set
• Mastery of Excel and PowerPoint
• Excellent communication and interpersonal skills (personality fit is very important)
• Fluent in English (written and spoken)

Desired:

• Proficient in computer based research tools (Bloomberg, Capital IQ, Thomson Reuters)
• Three-statement,DCF, LBO, Merger, Consolidationfinancial modeling ability
• Knowledge of bank products (can be learned over time)

QUALIFICATIONS

Required:

• Strong interest in finance and global capital markets

Desired:

• 1+ years of prior work experience in investment banking, accounting, transaction services, asset management, or consulting