Investment Banking Associate - Energy

Oaklands Global Financial Services Recruitment; Dallas (TX); On-site; USD 140,000 - 230,000; Full time

Job summary

Oaklands Global, a well-established investment banking team, seeks an Associate to join its Energy coverage. You will work directly alongside senior bankers, contributing across live M&A and capital-raising transactions.

The role offers meaningful responsibility from early on and exposure to advisory and financing assignments. You will perform financial modeling, prepare client materials, and support due diligence while building client relationships.

Qualifications

• Two+ years investment banking experience with M&A exposure.
• Experience covering the Energy sector preferred.
• Strong financial modeling and valuation skills.
• Solid understanding of corporate finance principles.
• Excellent written and verbal communication.

Responsibilities

• Execute financial analysis, valuation work, and detailed financial models.
• Prepare client presentations, marketing materials, information memoranda, and transaction documentation.
• Support the execution of M&A transactions, capital raises, and strategic advisory engagements.
• Perform company, industry, and market research to support client mandates and business development efforts.
• Coordinate due diligence processes and manage transaction timelines alongside internal and external stakeholders.
• Work closely with senior bankers and clients throughout the execution of live deals.
• Review the work of junior team members and provide guidance and mentorship where appropriate.
• Assist with the preparation of pitch materials and contribute to new business opportunities.

Skills

Financial modeling

Valuation

M&A experience

Energy sector knowledge

Analytical skills

Communication skills

Tools

Excel

PowerPoint

Job description

Our client is a well-established investment bank advising middle-market businesses on mergers and acquisitions, capital raising, and other strategic corporate finance initiatives. The Energy team partners with a diverse client base across multiple industry segments, providing tailored advice on complex transactions in an evolving market.

This role offers the opportunity to join a lean, execution-focused team where Associates are given meaningful responsibility from the outset. You'll work directly alongside senior bankers, contribute to every stage of live transactions, and gain broad exposure across both advisory and financing assignments. The platform is known for developing talent through hands-on experience, close collaboration, and a merit-based approach to career progression.

Key Responsibilities

• Execute financial analysis, valuation work, and detailed financial models.
• Prepare client presentations, marketing materials, information memoranda, and transaction documentation.
• Support the execution of M&A transactions, capital raises, and strategic advisory engagements.
• Perform company, industry, and market research to support client mandates and business development efforts.
• Coordinate due diligence processes and manage transaction timelines alongside internal and external stakeholders.
• Work closely with senior bankers and clients throughout the execution of live deals.
• Review the work of junior team members and provide guidance and mentorship where appropriate.
• Assist with the preparation of pitch materials and contribute to new business opportunities.

Candidate Profile

• At least two years of investment banking experience with exposure to executed M&A transactions.
• Previous experience covering the Energy sector is preferred.
• Strong financial modeling, valuation, and analytical capabilities.
• Solid understanding of accounting principles and corporate finance.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities while maintaining a high standard of accuracy.
• Strong organisational skills, sound commercial judgement, and a proactive approach to problem solving.
• A team-oriented mindset with the confidence to take ownership of workstreams and build trusted relationships with colleagues and clients.

What's on Offer

• Exposure to a steady pipeline of live transactions.
• Direct interaction with senior bankers and clients.
• Significant responsibility from an early stage.
• A collaborative team environment with opportunities for mentorship and professional growth.
• A clearly defined path for long-term career development within a growing investment banking platform.

Why Work With Oaklands Global?

Oaklands Global has 50 years combined experience supporting candidates at all levels to help identify and secure their next position. At Oaklands Global we manage all applications with the upmost professionalism and confidentiality.

Whether your profile is shortlisted to the next step of the application process or not, we will keep you informed by telephone or by email.