Investment Banking Analyst – Upstream Energy

Job Description

Upstream Investment Banking Analyst | Pickering Energy Partners

The Tone:
This is a full-time role at Pickering Energy Partners, located in Houston, TX. Pickering Energy Partners is a premier energy-focused financial services platform that integrates Investments, Research, Capital Markets, and Investment Banking. This role is crucial for supporting the Upstream practice by managing workstreams across a diverse range of transactions, directly contributing to world-class strategic advice and long-term value for clients. The company fosters a collaborative, entrepreneurial environment where analysts earn substantial responsibility early on, working alongside senior leadership.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Houston, TX

• Team: Supports the Upstream practice with additional involvement in midstream and oilfield services, working directly with senior leadership.
• Mission: This person manages workstreams across a diverse range of financial transactions to provide strategic advice and long-term value for clients.
• Tech Stack: Microsoft Excel, PowerPoint, FactSet, Bloomberg, Enverus, Novi Labs

What You’ll Actually Do
• Financial Analysis: Lead complex financial analysis, including net asset valuation, discounted cash flow, precedent transactions, and public trading comparables, to provide actionable insights for strategic decisions.
• Market Research: Monitor industry trends and conduct deep-dive market research to produce actionable reports that guide client strategic decision-making.
• Client Communication: Drive the creation of high-impact client presentations, pitch books, and deal-related marketing materials to effectively communicate opportunities.
• Due Diligence: Spearhead the due diligence process by analyzing financial statements, assessing complex business risks, and identifying key value drivers for potential deals.
• Deal Management: Manage the operational lifecycle of financial transactions, ensuring effective communication between all parties and seamless execution.

The Must-Haves
• Background: Early Career. Core domain knowledge in investment banking, accounting, private equity, or corporate development within the energy value chain.
• Experience: A minimum of one year of analogous financial experience is preferred. Ability to start immediately is preferred.
• Skills: Strong proficiency in financial modeling, valuation techniques, Microsoft Excel, and PowerPoint. Excellent written and verbal communication skills.
• Bonus: Experience with FactSet, Bloomberg, Enverus, or Novi Labs. A deep-seated interest in energy markets and a strong grasp of global financial trends, combined with the entrepreneurial grit to manage multiple high-priority tasks.