Principal Associate, Energy Investment Banking

Capital One; Houston (TX); On-site; USD 119,000 - 136,000; Full time

Job summary

Capital One is seeking an energetic team member for the Energy, Power and Renewables Banking team in Houston. The role supports marketing activities and execution of capital markets and advisory transactions, with involvement in industry research and financial modeling.

Responsibilities include creating marketing materials, running deal analyses, and coordinating with clients and lenders while advancing licensing with Series 79/63. A strong emphasis on teamwork and multitasking is required.

Qualifications

• Bachelor’s degree or Military Experience required.
• MBA preferred for advanced business acumen.
• FINRA Series 79 and 63 licenses required.
• Experience with financial modeling and deal analytics.

Responsibilities

• Create and maintain marketing materials and pitch books.
• Develop comps databases tracking industry trends and deal details.
• Build transaction models (merger, valuation, financing) and cash flow analyses.
• Distribute transaction overviews and deal reports to the banking team.
• Draft industry and company reports for client meetings and internal use.
• Support capital markets, loan syndications and advisory processes.
• Participate in due diligence and coordinate with underwriting and credit teams.

Skills

Research capabilities

Financial analysis

Education

Bachelor’s degree

MBA

FINRA Series 79 & 63

Military Experience

Tools

Financial modeling

Job description

Summary

This ideal candidate will be a critical member of the Energy, Power and Renewables Banking team based in Houston, TX. The position plays an integral role in supporting marketing activities as well as the execution of debt/equity capital markets, loan syndications and advisory transactions for corporate and sponsor clients. The individual will be responsible for providing industry and company-specific research, and assist in the preparation of financial models, deal related marketing materials, internal approvals memos and other analytics to support new business generation. Skills will be developed through significant exposure to senior and mid-level bankers, as well as external clients including corporate management teams and principals at financial sponsors. The individual will obtain for the Series 79 and 63 licensing exams in order to work on securities offerings.

Responsibilities

• Creating and maintaining marketing materials and pitch books
• Creating and maintaining comps databases that track information regarding industry trends, company profiles, and transaction details
• Creating and maintaining transaction specific models and analysis (i.e. merger models, valuation analysis, acquisition financing models, upstream/midstream corporate cash flow models, NPV analysis)
• Keeping the broader banking team updated with regular distributions of transaction overviews and deal reports
• Drafting industry, sector, and company-specific reports and presentations for both internal use and for client meetings
• Supporting deal execution during the capital markets, loan syndications and advisory processes by being responsible for the creation of marketing materials, managing external client and lender requests, maintaining contact and questions/diligence lists, etc.
• Actively participating in due diligence sessions
• Assisting on special projects to support new business generation
• Coordinating with the Underwriting and Credit teams on transactions
• Strong interest in client contact, given significant interactions with corporate management teams, principals from financial sponsors as well as members of the general investor community
• Ability to work in a fast-paced, dynamic environment and proficiency in multi-tasking is required
• Team player as much of the work is team-oriented, but also a self-starter with the ability to complete assignments individually

Basic Qualifications

• Bachelor’s degree or Military Experience

Preferred Qualifications

• Masters in Business Administration
• At least 1 year of banking experience in corporate banking, capital markets or investment banking
• FINRA Licenses Series 79 and 63
• Experience with financial modeling
• Formal Credit Training

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.

Houston, TX: $119,400 - $136,200 for Prin. Assoc, Energy Investment Banking

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

This role is expected to accept applications for a minimum of 5 business days.

No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City’s Fair Chance Act; Philadelphia’s Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

For technical support or questions about Capital One's recruiting process, please send an email to [e-mail]

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Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).