Investment Banking Analyst / Associate

Position: Financial Analyst / Associate

Company: TenOaks Energy Advisors, LLC / RedOaks Energy Advisors, LLC

Location: Dallas, TX or Houston, TX

Energy focused Investment banking firm seeking a Financial Analyst/Associate to support the continued growth of our finance team.

The Energy Investment Banking Group is primarily responsible for developing, structuring, and executing a broad range of advisory assignments and financial transactions. Our focus is on the energy sector with expertise in A&D, power/infrastructure M&A, private financings, joint ventures, and valuation services.

TenOaks Energy Advisors and RedOaks Energy Advisors have successfully completed over 400 middle-market transactions representing billions of dollars in transaction value. You will be joining an elite group of advisors focused on delivering best in class execution to our clients.

Who You Are

You are self-motivated and bring a positive, team-first attitude on a daily basis. When others work with you, they compliment your humility, your strong work ethic, your high ethical standards, and your trustworthiness. You don't care who gets the credit as long as the team excels. You believe that putting the team first is the best way to grow both the firm and the individuals (including you). You are intelligent with an intense curiousity to learn and solve problems.

Responsibilities:

• Take a lead role in the development of marketing materials for sales or financings
• Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components.
• Actively participate in drafting sessions and due diligence meetings
• Contribute to valuation analyses and other financial models
• Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
• Prepare industry and financial analysis to determine client recommendations
• Assist in completing comparable public company, precedent transaction, and other valuation analyses
• Coordinate and participate in calls and meetings with clients and potential buyers

Candidate Skills/Requirements:

• Relevant Bachelors Degree (finance, accounting, economics, or business preferred)
• Experience as a Financial Analyst (for Associate)
• Proven proficiency in Microsoft Excel and PowerPoint
• Willingness to share knowledge and encourage others
• Positive attitude, strong work ethic and willingness to tackle any project
• Extreme curiosity to learn and develop both skills and knowledge
• Excellent analytical ability, including valuation techniques and practices
• Comfortable with and understanding of mathematical concepts (Top grades in college in accounting, calculus, statistics)
• Experience preparing high quality client deliverable documents and presentations preferred
• Extreme dedication and motivation; must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames, both collaboratively and independently
• Excellent interpersonal, presentation, and writing skills to effectively convey ideas and information and actively participate in developing and maintaining productive client relationships
• Extraordinarily high level of focus on work quality and attention to detail
• Well-developed organizational skills to respond to shifting priorities on several simultaneous projects
• Able to effectively prioritize tasks, and manage expectations of senior bankers
• Calm in the face of a storm or adversity
• Digitally savvy, seeking out innovative solutions and embracing evolving technologies
• Comfortable utiliizing AI tools

What TenOaks Offers

People are our greatest and most important asset. We value continual innovation and new ideas and strive to provide an idea meritocracy where anyone can champion new ways to do things. We want everyone to share in our collective success and are committed to pushing everyone to maximize their potential.

TenOaks Energy Advisors / RedOaks Energy Advisors is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.

Note: All applications must be submitted through this LinkedIn job posting. Messages and/or applications should not be sent outside of this process or to any TenOaks/RedOaks employees.