Energy IB Analyst, Client Coverage (Houston)

SGS Société Générale de Surveillance SA; Georgia; On-site; USD 90,000 - 130,000; Full time

Job summary

Societe Generale's Houston Energy Client Coverage team originates and executes IB transactions for a diverse US/Canada portfolio in Energy Transition and Oil & Gas sectors. The IB Analyst supports Senior Bankers with client meetings, profitability analyses, and cross-selling SG's global products.

Responsibilities include pitch creation, pre-screening memos, complex Excel modeling, onboarding/KYC, and sector studies.

Qualifications

• Strong financial accounting and corporate finance skill set.
• Mastery of Excel and PowerPoint.
• Excellent communication and interpersonal skills.
• Fluent in English (written and spoken).
• Three-statement, DCF, LBO, Merger/Consolidation modeling ability.
• Prior experience in investment banking or related fields is a plus.

Responsibilities

• Pitch presentations (slide creation and binding).
• Pre-Screening / Support Memos and client profitability analyses.
• Profitability analysis and advanced Excel modeling for transactions.
• Acquisition finance modeling (Three-statement, DCF, M&A effects).
• Client onboarding / KYC data gathering and updates.
• Coordinate with product specialists on client initiatives.
• Track live deal activity and communication for clients.

Skills

Excel

PowerPoint

Financial Modeling

Client communications

Industry Research

KYC knowledge

Education

Bachelor's degree in Finance, Economics, or related field

Tools

Bloomberg

Capital IQ

Thomson Reuters

Job description

Societe Generale's Houston Energy Client Coverage team originates and executes IB transactions for a diverse US/Canada portfolio in Energy Transition and Oil & Gas sectors. The IB Analyst supports Senior Bankers with client meetings, profitability analyses, and cross-selling SG's global products.

Responsibilities include pitch creation, pre-screening memos, complex Excel modeling, onboarding/KYC, and sector studies.