Raymond James
Investment Banking Senior Analyst - Energy (Houston)
Raymond James, Houston, Texas, United States, 77246
Investment Banking Senior Analyst - Energy (Houston)
Join to apply for the
Investment Banking Senior Analyst - Energy (Houston)
role at
Raymond James
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including drafting sessions, new business proposals and due diligence meetings.
Responsibilities
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise‑led solutions against a range of criteria to find the one that best meets business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short‑term work schedules to a team of subordinates to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
Support internal customers or help senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high‑quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities, formal and informal training and coaching; gain or maintain external professional accreditation, where relevant.
Maintain an in‑depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills
Acts as the organization’s authority and established expert on understanding and using standard office equipment and standard software packages.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training on using clear and effective verbal communication skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance on developing, monitoring, interpreting and understanding policies and procedures, while ensuring they match organizational strategies and objectives.
Works without supervision and provides technical guidance on interpreting and applying knowledge of laws, regulations and policies in the area of expertise.
Works without supervision and provides technical guidance on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on expected benefits, costs, and overall value for key stakeholders.
Works at an advanced level to understand business context, needs, rules, and architecture, and documents current processes and the business state.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify return on investment.
Uses comprehensive knowledge to guide others to orient the organization around delivering to the key needs of their customers.
Applies comprehensive knowledge to work independently while training others on acquiring, organizing, protecting and processing data.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value and necessary changes.
Uses comprehensive knowledge to guide others to explore the depth and breadth of a problem, draw implications of not changing, and help clients articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy.
Uses comprehensive knowledge to guide others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance on managing client accounts to provide benefits to both the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance to develop a comprehensive understanding of customer and market conditions.
Communicates with others without supervision and provides technical guidance on clear, concise and compelling speaking.
Works without supervision and provides technical guidance on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance on achieving full compliance with applicable rules and regulations in management and/or operations.
Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience General Experience – 10 to 15 years
Certifications Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
Travel None specified.
Workstyle Resident
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same.
Work with and through others to achieve desired outcomes.
Make prompt, pragmatic choices and act with the client in mind.
Take ownership and hold themselves and others accountable for delivering results that matter.
Contribute to the continuous evolution of the firm.
At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
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Investment Banking Senior Analyst - Energy (Houston)
role at
Raymond James
Job Description Summary Formulate new business proposals, develop company forecasts and valuations, evaluate merger and acquisition scenarios, and prepare documents related to the public and private issuance of stock. Will work on every aspect of the transaction process, including drafting sessions, new business proposals and due diligence meetings.
Responsibilities
Advise others on how to design new processes and systems that meet professional standards.
Identify and evaluate complex, expertise‑led solutions against a range of criteria to find the one that best meets business needs.
Use data from a wide range of sources to analyze key themes and identify possible impacts on the business.
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Assign short‑term work schedules to a team of subordinates to achieve expectations while following established timelines.
Explore issues or needs, establishing potential causes and barriers, as well as related issues.
Support internal customers or help senior colleagues manage internal client relationships.
Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each audience.
Develop and deliver financial guidelines and protocols to ensure the company complies with regulations and good financial practice.
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and providing high‑quality professional services to support in delivering business strategy and plans.
Develop own capabilities by participating in assessment and development planning activities, formal and informal training and coaching; gain or maintain external professional accreditation, where relevant.
Maintain an in‑depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.
Skills
Acts as the organization’s authority and established expert on understanding and using standard office equipment and standard software packages.
Works independently and provides guidance and training to others on analyzing data trends for use in reports to help guide decision making.
Applies comprehensive knowledge to act independently while providing guidance and training on using clear and effective verbal communication skills to express ideas, request actions and formulate plans or policies.
Works without supervision and provides technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Works without supervision and provides technical guidance on developing, monitoring, interpreting and understanding policies and procedures, while ensuring they match organizational strategies and objectives.
Works without supervision and provides technical guidance on interpreting and applying knowledge of laws, regulations and policies in the area of expertise.
Works without supervision and provides technical guidance on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Works at an advanced level to analyze potential solutions and create recommendations based on expected benefits, costs, and overall value for key stakeholders.
Works at an advanced level to understand business context, needs, rules, and architecture, and documents current processes and the business state.
Works at an advanced level to interpret, contribute to, or lead business case creation with client departments to quantify current costs, justify project investment, and identify return on investment.
Uses comprehensive knowledge to guide others to orient the organization around delivering to the key needs of their customers.
Applies comprehensive knowledge to work independently while training others on acquiring, organizing, protecting and processing data.
Works at an advanced level to envision and document the future state of processes and products by identifying the solution scope, potential value and necessary changes.
Uses comprehensive knowledge to guide others to explore the depth and breadth of a problem, draw implications of not changing, and help clients articulate the value of a solution.
Works at an advanced level to conduct gap analysis between current and future states to identify components of the overall change strategy.
Uses comprehensive knowledge to guide others to uncover clients’ explicit needs and/or unforeseen opportunities and challenges.
Works without supervision and provides technical guidance on managing client accounts to provide benefits to both the organization and its clients.
Conducts research and analyzes data without supervision while providing technical guidance to develop a comprehensive understanding of customer and market conditions.
Communicates with others without supervision and provides technical guidance on clear, concise and compelling speaking.
Works without supervision and provides technical guidance on analyzing data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Works without supervision and provides technical guidance on achieving full compliance with applicable rules and regulations in management and/or operations.
Education Bachelor’s: Accounting (Required), Bachelor’s: Business Administration (Required), Bachelor’s: Finance (Required)
Work Experience General Experience – 10 to 15 years
Certifications Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)
Travel None specified.
Workstyle Resident
We Expect Our Associates At All Levels To
Grow professionally and inspire others to do the same.
Work with and through others to achieve desired outcomes.
Make prompt, pragmatic choices and act with the client in mind.
Take ownership and hold themselves and others accountable for delivering results that matter.
Contribute to the continuous evolution of the firm.
At Raymond James, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal‑opportunity employer and makes all employment decisions on the basis of merit and business needs.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Finance and Sales
#J-18808-Ljbffr