Associate, Buy Side Jobs

Investment Associate

• Reports to: Managing Director
• Salary Range: Competitive
• Location: Houston

Job Summary

Conduct financial analysis on investments in the energy sector, prepare investment recommendations, assist in closing transactions, and contribute to the management of portfolio investments.

Summary of Essential Job Functions

• Contribute to origination, analysis and selection, due diligence, documentation, closing and monitoring of investments

• Perform due diligence and financial analysis

• Develop financial models and financial reporting tools

• Monitor portfolio of investments by maintaining cash flow models, reviewing financial and operating reports and researching industry materials

• Prepare and participate in regular portfolio reviews

• Develop investment recommendations and present to senior members of Investment team

• Develop new investment ideas

• Write investment memoranda

• Undertake research on broad industry trends and dynamics

• Create and maintain all backup data

• Organize and attend meetings with sponsors, bankers and consultants

• Attend conferences and maintain industry contacts

Minimum requirements

• Bachelor’s degree in business, economics, or engineering

• A minimum of three years analytical experience in private equity, leveraged finance, project finance and/or investment banking

• Background or experience in infrastructure and renewables

• Strong analytical and quantitative skills

• Advanced financial modeling skills

• Solid Excel, PowerPoint and Word skills

• Self-starter and team player

• Foreign language skills are a plus

Physical Requirements

Normal office environment requiring use of typical business equipment (e.g., computer, telephone, fax, copier, security system). Occasional travel may be required.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of this position. All employees may be required to perform duties or complete projects outside of their normal responsibilities from time to time, as needed and/or directe