Sr Advisor II, Structuring and Origination

Phillips 66; Houston (TX); On-site; USD 176,000 - 215,000; Full time

Benefits offered by this job

8% 401k match

Pension

Health, Dental, Vision benefits

Well-being programs

Job summary

Phillips 66 in Houston, TX seeks a Sr Advisor II, Structuring & Origination to drive mid-to-long-term value through complex, cross-region transactions across the Americas, Europe, and Asia. You will blend financial engineering with deal execution on deal teams and set robust modeling standards.

You will mentor teammates, design liquidity solutions with global banks and treasury, and oversee transaction pipelines from concept to completion.

Qualifications

• Legally authorized to work in the United States.
• Bachelor’s degree or higher in Finance, Economics, Business, or related field.
• 5+ years in global energy commodity markets, corporate treasury, investment banking, or structured finance.
• Proven success executing structured physical or financial commodity transactions and managing diverse commercial portfolios.
• Expert-level asset-level financial modeling, risk and return analysis, and valuation methodologies.

Responsibilities

• Identify, evaluate, support, and originate complex mid-to-long-term commodity transactions globally.
• Lead end-to-end financial structuring for multi-commodity and cross-region proposals.
• Perform price sensitivity, optionality, and what-if scenario analysis; maintain risk registers.
• Mentor on advanced financial engineering techniques; design and deliver targeted training on asset-level modeling and valuation.
• Architect structured trade finance and liquidity solutions with global financial institutions and treasury teams.
• Manage the global transaction pipeline from concept to execution and analyze portfolio performance.
• Advise trading desks and leadership by translating complex mechanics into clear strategic choices.
• Collaborate across Deal Teams and internal partners to align stakeholders and resolve issues.

Skills

Asset-level financial modeling

Risk and return analysis

Valuation methodologies

Negotiation

Stakeholder management

Deal origination

cross-functional collaboration

Financial engineering

Education

Bachelor's degree or higher in Finance, Economics, or Business

MBA

CFA

Job description

Total Rewards

Phillips 66 & YOU - Together we can fuel the future

As a Sr Advisor II, Structuring & Origination, you’ll serve as a commercially focused individual contributor within Phillips 66 Commercial’s Global Origination function, with responsibility for driving mid-to-long-term value creation and structuring complex commercial transactions across the global portfolio (Americas, Europe, and Asia). This role bridges deep financial engineering, trade finance, and portfolio optimization with Origination via active participation on Deal Teams delivering complex, structured opportunities. The position requires a commercially minded professional capable of managing sophisticated transaction risk profiles and converting them into high-value, bankable cash flows. Additionally, the role serves as the definitive authority on financial modeling standards for the Global Origination function, ensuring all transaction mechanics are robust, accurate, and aligned with corporate standards.

What You’ll Do

• As part of a deal team, identify, evaluate, support, and originate complex mid-to-long-term commodity transactions globally, including long-term supply and offtake agreements, physical asset monetization, prepays, and asset tolling opportunities, to capture structural market opportunities across the Americas, Europe, and Asia.
• Lead end-to-end financial structuring for multi-commodity and cross-region proposals, establish sound transaction economics, and ensure valuation frameworks and financial models align with corporate standards and commercial objectives.
• Perform price sensitivity, optionality, and what-if scenario analysis; maintain key risk registers; and evaluate upside and downside sensitivities to support disciplined transaction decisions.
• Serve as the subject matter expert and mentor on advanced financial engineering techniques. Design and deliver targeted training to upskill team members and broader commercial desks on asset-level modeling, risk/return profiles, and valuation methodologies.
• Architect structured trade finance and liquidity solutions for international transactions, working with global financial institutions, Credit Risk, Corporate Treasury, and other stakeholders to optimize liquidity, capital allocation, and cash flow velocity.
• Manage the global transaction pipeline from concept through execution and lead recurring portfolio analyses to assess commercial strategy, identify structural gaps, and recommend pivots in response to changing market conditions.
• Serve as a key commercial advisor to trading desks, value chain leaders, and senior executives by translating technical structural and financial mechanics into clear strategic choices that support capital allocation and broader corporate growth goals.
• Collaborate across Deal Teams and with Origination, Trading, Risk, Finance, Treasury, Legal, and other internal partners to align stakeholders, resolve complex commercial issues, and advance transactions without formal direct-line authority.
• Mentor team members and elevate modeling, structuring, and commercial execution practices by translating complex technical concepts into clear, executable logic.

What You’ll Bring – Required

• Legally authorized to work in the United States
• Bachelor’s degree or higher in Finance, Economics, Business, or a related quantitative field
• 5 or more years of progressive experience in global energy commodity markets, corporate treasury, investment banking, or structured finance
• Documented success executing structured physical or financial commodity transactions and managing diverse commercial portfolios
• Expert-level proficiency in asset-level financial modeling, risk and return analysis, and valuation methodologies, with the ability to audit and validate complex transaction models
• Ability to dissect complex commercial problems and build creative transaction structures across different regulatory jurisdictions
• Strong negotiation, communication, and stakeholder-management skills, with the ability to influence senior internal stakeholders and manage external counterparty relationships
• Proven ability to align and drive cross-functional Deal Teams without formal direct-line authority

What Makes You Stand Out – Preferred

• MBA or CFA
• Experience structuring long-term supply and offtake agreements, physical asset monetization, prepays, asset tolling, or other complex commodity transactions
• Experience developing structured trade finance and liquidity solutions in partnership with financial institutions, Credit Risk, or Corporate Treasury
• Experience working across multi-commodity or cross-region portfolios spanning the Americas, Europe, and Asia
• Advanced understanding of transaction valuation, optionality, risk and return profiles, and commercial portfolio optimization
• Demonstrated ability to train, coach, and mentor professionals on complex financial concepts and modeling methodologies
• Strong strategic perspective and the ability to translate technical transaction mechanics into clear recommendations for senior leadership
• Demonstrated ability to build trusted relationships and influence decisions across diverse internal and external stakeholders

Compensation Range

This position has a base salary range of $175,500 - $214,500. This role is eligible to participate in the company’s commercial bonus program, offering the opportunity to earn additional compensation based on business and individual performance, in accordance with program guidelines.

At Phillips 66, we are committed to pay transparency and competitive, equitable compensation. Each role is assigned a salary grade with a defined pay range, benchmarked against industry peers. Where a candidate offer falls within the posted range depends on the candidate's experience, skills, and alignment with the role’s requirements. Offers are made to ensure internal equity and market competitiveness. Our compensation programs are designed to reward performance and support career growth.

The Commercial organization works to effectively leverage assets and market knowledge to create additional value within the risk parameters of the Company. We do this by maximizing general interest profitability, enhancing return on capital employed by successfully partnering with the Refining, Transportation and Marketing functions to ensure Value Chain Integration. Our truck and rail fleets support our feedstock and distribution operations. Rail movements are provided via a fleet of more than 10,000 owned and leased rail cars. Truck movements are provided through numerous third-party trucking companies, as well as through our 100 percent-owned subsidiary, Sentinel Transportation LLC.

Total Rewards

Benefits

At Phillips 66, providing access to high quality programs and care for you and your family is important to us. Maintaining a culture of well-being - physical, emotional, social, and financial - is essential for a high-performing organization. When we are at our best, we are poised to deliver exceptional results - personally and professionally. Benefits for certain eligible, full-time employees include:

• 8% 401k company match
• Cash Balance Account pension
• Medical, Dental, and Vision benefits with an annual company contribution to a Health Savings Account for employees on HDHP
• Total well-being programs and incentives, including Employee Assistance Plan, well-being reimbursement, and backup family care services

Learn more about Phillips 66 Total Rewards.

Phillips 66 has more than 140 years of experience in providing the energy that enables people to dream bigger and go farther, faster. We are committed to improving lives, and that is our promise to our employees and our communities. We are sustained by the backgrounds and experiences of our diverse teams, which reflect who we are, the environment we create and how we work together. We have been recognized by the Human Rights Campaign, U.S. Department of Labor and the Military Times for our continued commitment to inclusive practices and policies in the hiring and retention of those in the LGBTQ+ community and military veterans. Our company is built on values of safety, honor and commitment. We call our cultural mindset Our Energy in Action, which we define through four simple, intuitive behaviors: We work for the greater good, cultivate an environment of trust, seek different perspectives and pursue excellence.

Learn more about Phillips 66 and how we are working to meet the world's energy needs today and tomorrow, by visiting phillips66.com.

Phillips 66 is an Equal Opportunity Employer