Scotiabank · 2 days ago
Associate, Investment Banking, Energy - Houston, TX
Houston, TX
Full-time
Onsite
Entry, Mid Level
$175K/yr - $225K/yr
2+ years expScotiabank is a leading bank in the Americas, and they are seeking an Associate for their Investment Banking division focused on the Energy sector. The role involves preparing client presentations, financial modeling, and mentoring Analysts while contributing to the team's business strategies and ensuring compliance with regulations.
BankingFinanceFinancial Services
Responsibilities
Responsible for preparing client presentations, financial modeling, and mentoring/supervising Analysts
Progressively take on increased responsibilities on live transactions and participating in business development under the guidance of senior group members
Contribute to the overall success of the team ensuring specific individual goals, plans, and initiatives are executed / delivered in support of the team’s business strategies and objectives
Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures
Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue
Relationship management and cross collaboration includes: Coordinating with the various product groups and industry team within GBM Developing and maintaining effective industry relationships with legal counsel, external parties, clients
The day-to-day responsibilities include the following: Evaluating and analyzing the financial needs of corporate clients, including the development of financial models, supporting the team in determining advisory and financing solutions for our clients
Collecting, consolidating, and interpreting company and industry data
Performing comprehensive financial statement analysis and create and maintain models
Financial and written analysis of companies and industries
Identifying and developing business opportunities with clients
Preparing client presentations, including compiling data and assembling presentation materials
Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
Applying product and capital markets knowledge to help clients achieve their financial objectives
Develop more junior bankers on their team and across CIB and GBM through active engagement on developing their skills (technical, coverage, and other leadership skills) providing real-time positive and constructive feedback to support their development
Actively partner with group leaders and broader team to build team dynamics and engagement across teams
Actively contribute to a high performance and inclusive work environment
Qualification
Required
2-5+ years' work experience in Investment Banking, Equity Research or in a corporate finance role at an industry player
Bachelors or Masters Degree in Business, Finance, Math, Economics, Science or other quantitative or STEM subject
Strong quantitative skills focused on financial analysis, accounting and financial theory
Strong written and verbal communication skills
Proficiency with the full Microsoft Suite, with an emphasis on Excel
Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities
Ability to manage multiple projects with competing deadlines while maintaining high work standards
Strong communication and teamwork skills
Demonstrated ability to quickly adapt to new situations and short deadlines
Independent thinker and proven ability to take initiative and make decisions
Flexible to demands of work and viewed as a valuable team resource
A high level of energy and a keen desire to learn new concepts
Preferred
Spanish speaking candidates would be a plus
Benefits
Flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.
Company
Scotiabank
Scotiabank is a banking firm that provides banking and financial services.
10001+ employees
H1B Sponsorship
Scotiabank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (52)
2024 (55)
2023 (29)
2022 (38)
2021 (38)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$1.07B2024-04-17Post Ipo Debt· $1.07B
1972-03-01IPO
Leadership Team
Jabar Singh
President & CEO Scotiabank Colpatria (Colombia) & Head Central America & Caribbean
L.Scott Thomson
President and CEO
Recent News
Canada NewsWire
2025-12-24
Company data provided by crunchbase