Houston Finance Jobs

1 job found

6mo ago

Investment Banking Senior Analyst - Energy (Houston)

Raymond James Financial, Inc. Houston, TX

Houston, TX

6mo ago Closed

Full time Senior Analyst Banking

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Location: Houston, TX

Job Summary

Formulate new business proposals, construct forecasts and valuations, assess merger and acquisition scenarios, and prepare materials related to the public and private issuance of stock. You will be engaged across all stages of the transaction process, including drafting sessions, new proposal development, and due diligence meetings.

Responsibilities

Advise on designing processes and systems that meet professional standards.
Identify and evaluate complex, expertise-led solutions against criteria to find the best fit for business needs.
Utilize data from diverse sources to analyze key themes and identify potential business impacts.
Develop and amend investment models to inform senior colleagues and/or assist with portfolio management.
Coordinate short-term work plans for a team to meet expectations within established timelines.
Explore issues or needs, identifying potential causes, barriers, and related considerations.
May include duties such as supporting internal clients or helping senior colleagues manage internal client relationships.
Write and edit material for various target populations, adapting tone and content to meet audience expectations.
Develop and deliver financial guidelines and protocols to ensure regulatory compliance and sound financial practice.
Provide specialist guidance on interpreting and applying policies and procedures, resolve queries, and refer highly complex or contentious issues to others.
Contribute to the management of partnering relationships with internal clients, building effective working relationships and delivering high-quality professional services to support business strategy and plans.
Develop personal capabilities through assessment and development planning activities, as well as formal and informal training and coaching; pursue external professional accreditation where relevant to enhance performance.
Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media.
Manage relationships with small clients while also helping senior colleagues manage relationships with larger key clients and customers.

Skills

Act as the organization’s authority and expert on standard office equipment and software to support business processes.
Work independently and provide guidance and training to others on analyzing data trends for use in reports to guide decision making.
Apply comprehensive knowledge to act independently while guiding others on clear and effective verbal communications to express ideas, request actions and formulate plans or policies.
Operate without supervision and provide technical guidance when required on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.
Work without supervision and provide technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, ensuring alignment with organizational strategies and objectives.
Work without supervision and provide technical guidance when required on interpreting and applying knowledge of laws, regulations and policies in the area of expertise.
Work without supervision and provide technical guidance when required on developing appropriate plans or performing necessary actions based on recommendations and requirements.
Work at an advanced level to analyze potential solutions and create recommendations based on expected benefits, costs, and overall value of the solution for key stakeholders. Typically works independently and provides guidance.
Works at an advanced level to unders

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