Energy Client Coverage IB Analyst

Societe Generale SA

Houston (TX)

On-site

USD 90,000 - 120,000

Full time

4 days ago

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Job summary

Societe Generale’s Houston Energy Client Coverage team originates global Investment Banking business with a portfolio spanning US/Canada energy transition, power, and oil & gas clients. The IB Analyst supports senior bankers in origination and execution, preparing pitches, memos, profitability analyses, and complex financial models for prospective transactions with client onboarding and KYC tasks.

The role requires strong Excel/PowerPoint skills, fluent English, and ability to manage multiple

Qualifications

Degree in Finance, Accounting, or Economics
FINRA SIE, Series 79, and 63 registrations (must complete within 5 months)
1–3 years of relevant experience in IB, accounting, or consulting
Strong interest in finance and global capital markets

Responsibilities

Prepare pitch presentations (slide creation and binding)
Prepare pre-screening materials / support memos (business cases & profitability analysis)
Conduct profitability analysis and financial modeling for prospective transactions
Build acquisition finance models (three-statement, DCF, merger, consolidation)
Develop client profiles / onboarding / KYC dossiers
Conduct sector studies and internal coverage reports
Collect and analyze corporate finance data for clients and sectors
Coordinate with product specialists on client initiatives
Track live deal activity and communications with clients
Assist with yearly budget and income forecasting