Investment Banking Analyst - Energy Client Coverage

Societe Generale; Houston (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Societe Generale in Houston is seeking an Investment Banking Analyst to support the Energy Client Coverage team in originating and executing transactions across Energy Transition and Oil & Gas sectors, collaborating with CFOs, Treasurers and SG colleagues worldwide.

You will prepare pitch materials, build financial models (three-statement, DCF, and related analyses), conduct KYC onboarding, and perform sector studies and market assessments to drive client opportunities.

Job description

Responsibilities

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.

Reference 26000HX4

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.

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

Required

Profile required

COMPETENCIES

Required:

• Strong organizational skills
• Strong personal drive and self-motivation
• Strong research capabilities
• Strong written and verbal presentation skills
• Ability to write succinctly and convincingly (effective communication 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, Consolidation financial modeling ability
• Knowledge of bank products (can be learned over time)

Qualifications

Required:

• Strong interest in finance and global capital markets

Desired:

• Prior experience accounting, asset management, consulting, or investment banking
• 1-3 years of prior work experience in investment banking, accounting, transaction services, asset management, or consulting

CERTIFICATIONS

Required:

• Degree in Finance, Accounting, or Economics from a first-class university
• FINRA SIE, Series 79, and 63 registrations (successful completion of exams within 5-months of joining, if candidate is not already registered)

Desired:

• Course work in Finance, Accounting, Economics, Banking, Statistics, Financial Modeling

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”):

Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get-know-diversity/

COMPENSATION:

Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.