Investment Banking Associate - M&A - Power & Energy

Societe Generale; New York (NY); On-site; USD 120,000 - 210,000; Full time

Job summary

Societe Generale is seeking an Investment Banking Associate in New York to contribute to mergers and acquisitions in the power, utilities and energy sectors. You will work on valuations, transaction execution, and client presentations.

The role offers hands-on deal experience across the lifecycle with senior stakeholders. Strong analytical, communication, and teamwork skills are essential to succeed in this dynamic environment.

Qualifications

• Strong analytical skills and ability to perform financial analyses and models.
• Knowledge of corporate finance valuation and financial accounting concepts.
• Excellent written and verbal communication skills.
• Ability to work well in teams and demonstrate leadership.
• SIE, Series 7/79 and Series 63 certifications, with 5 months to obtain if needed.

Responsibilities

• Participate in mergers and acquisitions in power, utilities and energy sectors.
• Work on valuations, transaction execution, buyer/target analysis, and client presentations.
• Assist in deal process stages and contribute to ideas for transactions.
• Prepare financial analyses and company valuations.
• Develop company profiles and memoranda describing client opportunities.
• Research potential buyers/investors/targets and coordinate approvals.

Skills

Strong analytical skills

Strong interpersonal skills

Excellent written and verbal skills

Demonstrated work ethic

SIE Series 7/79 Series 63Certs

Education

Bachelor's degree in Economics/Finance

Masters degree (advantage)

Tools

Microsoft Excel

PowerPoint

Word

Job description

Responsibilities

Division Description: Global Banking and Advisory (GLBA) combines wholesale coverage with world-class product financing and advisory expertise within one team. We provide our issuer clients (corporates, financial institutions, public sector) with capital raising solutions, along with structured financing and commodities, forex, and interest rate hedging. Developing tailor‑made products and providing strategic advice (capital structure advisory, financing schemes and capital markets) based on our worldwide expertise and in‑depth sectorial knowledge, we aim to meet their financing needs. We are a top player across euro debt capital markets and won many international accolades over the years as a worldwide leader in export, project and natural resources & energy finance.

TASKS AND RESPONSIBILITIES

This is an exceptional opportunity for someone looking to build or advance a career in mergers and acquisitions within the power, utilities, and energy sectors. The role offers hands‑on exposure to strategic advisory assignments, acquisitions, divestitures, and financing transactions across some of the most dynamic segments of the energy market, including conventional power, renewables, infrastructure, and the broader energy transition landscape. Candidates will work alongside experienced investment banking professionals on company valuations, transaction execution, buyer and target analysis, and client presentations while participating in every stage of the deal process. With significant client interaction, exposure to senior decision‑makers, and involvement in complex, high‑profile transactions, this position provides an outstanding platform for developing deep sector expertise and a long‑term career in M&A and energy investment banking.

In addition to the usual responsibilities expected of an Associate, the successful candidate will be expected to:

• Prepare or supervise financial analyses and models – specifically company valuations
• Prepare or supervise company profiles, and more detailed memoranda and presentations describing the key attributes of client companies and acquisition opportunities
• Research potential buyers / investors / targets / opportunities
• Contribute to, and help develop ideas for, potential transactions
• Be proactively involved in every phase of the deal process
• Perform and present ad hoc research to support generation of new business opportunities
• Coordinating with internal functions to obtain all required approvals for the execution of transactions
• Understand product and market dynamics through comparables and markets analysis
• Credit analysis and preparation of credit applications
• Keep up with industry trends

Required

• Strong analytical skills
• Knowledge of corporate finance valuation and financial accounting concepts
• Strong interpersonal skills and ability to work well in teams
• Excellent written and verbal communication skills
• Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task
• SIE, Series 7/79 and Series 63 certifications. If not already obtained, must complete within five months of hire

TECHNICAL SKILLS

• Proficient in Microsoft Excel, PowerPoint and Word

PRIOR WORK EXPERIENCE

• Either prior experience in Investment Banking (three years) or a similar period working in the Power & Energy sector

EDUCATION

• Bachelors Degree from a top-tier university (preferably in Economics, Accounting, or Finance)
• Masters Degree, if no prior Investment Banking work experience

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.