Investment Banking Analyst/Associate

Position: Investment Banking Analyst / Associate

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

Location: Houston, TX

Energy focused Investment banking firm seeking an Investment Banking 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 financing, joint ventures, and valuation services.

TenOaks Energy Advisors and RedOaks Energy Advisors have successfully completed over 400 middle-market transactions and $8 billion 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 complement 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 curiosity to learn and solve problems, and you remain calm in the face of adversity.

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
• Build valuation analyses and financial models, including net asset value, comparable public company, and precedent transaction work
• Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
• Coordinate and participate in calls and meetings with clients and potential buyers
• Manage the virtual data room for sell-side engagements
• Build and maintain buyer lists and track outreach from initial contact through confidentiality agreement execution, offer, and close
• Work with third-party reserve reports and client engineering data – production histories, decline curves, type curves and EUR estimates – as inputs to asset-level cash flow models
• Build asset-level economic models incorporating working and net revenue interests, operating costs, differentials and capital schedules
• Evaluate and compare incoming bids across price, structure, contingencies and effective-date adjustments, and summarize them for client decision-making
• Support closing – purchase and sale agreement schedules, preliminary and final settlement statements, and coordination with counsel and the client
• Use industry data platforms (Enverus, state regulatory data) for screening, benchmarking, and buyer identification

Candidate Skills/Requirements:

Required:

·        Bachelor's degree in finance, accounting, economics, business or a related field

·        Strong Excel and PowerPoint skills, including building and auditing cash flow models

·        Demonstrated analytical ability across valuation methods — net asset value, comparable company, precedent transaction

·        Clear, concise written and verbal communication, including client-facing presentation experience

·        Ability to manage several simultaneous workstreams under deadline, both collaboratively and independently

·        FINRA Series 79 and 63 registration, or willingness to obtain

·        Legal authorization to work in the U.S.

Preferred:

·        Energy sector experience, particularly upstream A&D or E&P

·        Experience preparing client deliverables such as CIMs, management presentations and board materials

·        Comfort adopting AI tools and new technology in day-to-day work

Who You Are:

• 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
• Digitally savvy, seeking out innovative solutions and embracing evolving technologies

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.