Energy Investment Banking Analyst II

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow.

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.

Texas Capital's Energy Investment Banking team combines provides a full suite of investment banking services to public and private companies. The team combines investment banking transaction experience with a large technical team of engineers and geologists to advise clients on a full range of corporate transactions across the energy sector, with a focus on energy transition, exploration and production, midstream, power and energy services. The Energy Investment Banking team is actively looking for an Analyst II to help support the Energy coverage team, based in Dallas, Texas.

Job Profile Summary: An Investment Banking Analyst II is an experienced level position within the Investment Banking line of business. This role will report to the Managing Director(s) or Team Leader and will provide support to colleagues in delivering best-in-class experiences and comprehensive financial solutions to clients and prospects across a broad array of products including M&A, Capital Markets and Leveraged Finance.

We are seeking qualified candidates with a passion for a long-term career in Investment Banking, that have extraordinary levels of critical thinking, motivation, and initiative and aspire to deliver superior client service.

Responsibilities:

• Support senior bankers with day-to-day transaction due diligence and execution
• Develop fully dynamic 3-statement financial models and other complex models as well as valuation analyses
• Draft and participate in the presentation of marketing materials, pitch books, confidential offering memoranda and management presentations
• Develop target marketing lists for potential buyers, investors, and strategic partners
• Conduct in-depth industry research needed to support and generate opportunities
• Coordinate internal discussions and schedule transaction discussion meetings
• Mentor and train junior analysts

Work experience:

• 2-3 years of investment banking analyst and transaction experience or 2-3 years of energy engineering experience

Competencies:

• Effective team player with ability to work in a fast-paced, highly collaborative environment
• Exceptional writing, interpersonal and communication, presentation skills
• Strong analytical skills - critical thinking, data and information analysis, research, and problem solving
• Strong organizational and time management skills; strong attention to detail
• Ability to work independently and meet strict deadlines

• Strong Microsoft Office skills including Outlook, Excel, and PowerPoint to produce correspondence, models, and presentations
• Interest in a long-term career in Investment Banking
• Passion for financial services and delivering superior client experiences

Education:

• Bachelor's degree in business (Finance, Accounting, Real Estate, etc.) or bachelor's degree in engineering (Chemical, Petroleum, Mechanical, etc.)
• Licenses: SIE, 7, 63, & 79 required, or the willingness to test for them within 120 days of hire date

The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.