Energy Corporate Banking – Analyst III
Texas Capital
full-time
Posted on:
Location Type: Office
Location: Dallas • Texas • United States
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About the role
- Prepare presentation materials for client meetings, prospect discussions, internal committees, and capital markets interactions.
- Maintain working knowledge of covered clients’ operating strategies, reserve profiles, capex programs, breakeven economics, and key financial/credit metrics.
- Support senior bankers as they develop tailored financing and strategic ideas across RBLs, term loans, acquisition financings, hedging strategies, and capital markets alternatives.
- Assist in tracking sector‑specific developments, commodity price trends, and comparable company/transaction data to support idea generation and business development.
- Serve as a core execution resource for active transactions, assisting in diligence coordination, financial modeling, internal/external materials, and documentation review.
- Build and maintain engineering‑based cash‑flow models, borrowing base models, corporate credit models, comparable benchmarking analyses, valuation tools, and portfolio monitoring models.
- Support the diligence of RBLs and upstream corporate credit facilities through preparation approval materials, financial analysis, sensitivity cases, covenant assessments, and general trend review and interpretation.
- Aid in the review of engineering evaluations (production forecasts, type curves, PDP/PUD distributions, sensitivity scenarios) and summarize key findings for Associates and senior bankers.
- Prepare diligence requests, manage data rooms, and support preparations for management presentations, lender meetings, and internal approval committees.
- Contribute to ongoing portfolio monitoring, including covenant tracking, borrowing base variance analysis, performance trends, and periodic internal reviews.
- Work closely with risk, petroleum engineering, capital markets, syndications, treasury, and sales & trading teams to ensure coordinated and efficient transaction execution.
- Participate in internal workstreams such as market updates, model enhancements, and maintenance of internal databases and tools.
- Serve as a resource for junior analysts, providing informal guidance on modeling, analysis, and presentation best practices.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Energy Commerce, Engineering, or a related discipline
- 2–3.5 years of relevant experience in Corporate Banking, Energy Investment Banking, Leveraged Finance, or Private Credit
- Solid understanding of upstream/E&P credit fundamentals—including cash flow forecasting, leverage metrics, covenant structures, and borrowing base mechanics
- Strong proficiency in financial modeling (DCF, comparable analysis, borrowing base modeling, A&D analysis) and other Excel‑based analytics
- Excellent analytical and problem‑solving skills with the ability to synthesize complex technical and financial information
- Very strong communication, writing, and presentation skills with the ability to work effectively in a team‑oriented, deadline‑driven environment
- Deep working knowledge of Microsoft Excel, PowerPoint, and Outlook; familiarity with Salesforce or similar CRM tools.
Benefits
- 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
- paid time off (PTO)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingcash flow forecastingleverage metricscovenant structuresborrowing base mechanicsDCF analysiscomparable analysisA&D analysisvaluation toolsportfolio monitoring
Soft Skills
analytical skillsproblem-solving skillscommunication skillswriting skillspresentation skillsteamworkdeadline managementguidancesynthesis of informationorganizational skills