Investment Banking Associate - Energy

Baird
Houston
Workplace: HybridFull timeUSD 175,000 - 200,000 annuallyFunction: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Communication","Leadership","Analytical thinking","Teamwork","Problem-solving"]

An Investment Banking Associate in Energy at Houston leads execution of strategic financial advisory services, supports public equity offerings and M&A, develops models and client presentations, and collaborates with senior bankers to drive deal execution and business development in a high-performance, cross-geography team.

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Baird
Baird
7 months ago

Investment Banking Associate - Energy

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Last checked: 3 days agoStatus: Live

Job Summary

An Investment Banking Associate in Energy at Houston leads execution of strategic financial advisory services, supports public equity offerings and M&A, develops models and client presentations, and collaborates with senior bankers to drive deal execution and business development in a high-performance, cross-geography team.
Location: Houston
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit

Key Responsibilities

  • •Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors
  • •Drive the preparation of company valuations, financial models, marketing materials, and client presentations
  • •Contribute to business development efforts through research and analysis
  • •Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making
  • •Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

Pay and Benefits

Salary: USD 175,000 - 200,000 annually
Perks:Health Insurance401kProfit Sharing

Key Requirements

  • •At least one year of full-time experience in a solution-focused financial or quantitative role
  • •Strong analytical skills, attention to detail, and a track record of delivering results
  • •Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team
  • •Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment
  • •Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred
Experience:1+ yearsInvestment bankingEnergy
Skills:CommunicationLeadershipAnalytical thinkingTeamworkProblem-solving
Languages:English
Tech Stack:RogoCoPilotAuxiPower BITableau

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn