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Investment Banking Analyst / Associate
Independent Energy Advisory Firm | Tampa, Florida
About the Firm
An independent investment banking advisory firm is expanding its Tampa team and looking to make two to three hires across the Analyst and Associate levels.
The firm advises clients across the power, energy and infrastructure sectors, including developers, investors, generators and corporate clients. Its work includes mergers and acquisitions, divestitures, capital raises, financings and strategic advisory.
The Role
Successful candidates will support the execution of M&A and strategic advisory assignments, working closely with senior bankers and clients throughout the transaction process. The role will involve financial analysis, valuation, modelling and the preparation of client materials.
Depending on experience, candidates may also take on greater responsibility for managing workstreams, reviewing junior team members’ work and maintaining day-to-day client relationships.
Key Responsibilities
- Build and maintain financial models, including valuation, merger, cash flow and transaction models.
- Conduct company, asset and market analysis across the power and energy sectors.
- Prepare pitch books, information memoranda, management presentations, valuation materials and other client deliverables.
- Support M&A transactions, including due diligence, buyer and investor analysis, process management and transaction documentation.
- Research sector trends, comparable companies, transactions and potential counterparties.
- Work with senior bankers to develop client proposals and strategic recommendations.
- For Associates, manage transaction workstreams, coordinate input from internal and external parties, and review Analysts’ work.
- Contribute to client discussions and help maintain strong relationships throughout live assignments.
Candidate Profile
Analyst
- Approximately 1–3 years of investment banking or relevant transaction experience.
- Strong financial modelling, valuation and analytical skills.
- M&A experience preferred; exposure to power, energy, utilities, renewables or infrastructure is an advantage.
- A bachelor’s degree in finance, economics, business or a related discipline.
- Strong written and verbal communication skills, with close attention to detail.
Associate
- Approximately 3–5 years of investment banking or relevant transaction experience.
- Experience supporting or leading M&A execution and managing transaction workstreams.
- Strong modelling, valuation and presentation skills.
- Energy, power, utilities, renewables or infrastructure experience preferred.
- Ability to review junior team members’ work and communicate confidently with clients and advisers.
- An advanced degree or relevant sector experience may be beneficial.
Personal Attributes
- High motivation, sound judgement and a strong work ethic.
- A genuine interest in the power and energy sectors.
- Clear communication and a collaborative approach.
- Ability to manage competing priorities and deliver high-quality work to tight deadlines.
- Willingness to take ownership and contribute in a growing, entrepreneurial team.
Location: Tampa, Florida
Hiring: Two to three positions across Analyst and Associate levels