Associate, Energy-Investment Banking

Bonus Type

Summary

If you are looking for a job that combines a passion for innovation, an opportunity for growth, and a culture of teamwork, then you've come to the right place.  We have an exciting opportunity awaiting someone like you! 

Job Description

The Associate, Energy Investment Banking is primarily responsible for completing asset level valuations for companies predominately in the upstream energy industry with a focus on independent oil & gas producers. Valuation work will include heavy interaction with accounting, engineering, geologists, and other members of the technical team.

Team Culture

We have been in the energy business for over 100 years, and we operate a playbook that works with first lien and senior secured E&P lending. We take a strategic approach to our portfolio and work with well-managed midstream and upstream organizations across the U.S. Our experienced energy-lending team includes analysts, derivative consultants, and one of the industry's largest in-house petroleum engineering groups. Everyone has a voice in the group regardless of seniority, and we collaborate to solve problems and share best practices.

How You'll Spend Your Time

• You'll gather data from vendors, analyze and provide relevant, actionable data to the team to support business development activities.
• You will create presentations and pitch books to present to current or prospective clients in conjunction with our Bankers.  
• You'll support all details of acquisition and divestiture transactions, including maintaining files and processes related to active and prospective transactions.
• You'll complete Q&A, VDR (Virtual Data Room), confidential agreements, and other documents and analytics that support BOKF Energy-Investment Banking's offerings.  
• You'll participate in marketing calls, client calls, call trips, and other sales initiatives focused on identifying and attracting business.
• You'll perform lease operating statement and reserve report analyses.

Education & Experience Requirements

The required level of knowledge is normally acquired through a Bachelor’s degree in Accounting or Finance and 1-2 years of Oil & Gas asset valuation experience ideally focused on E&P.  Series 63 & Series 79 licenses – strongly preferred.

• Previous experience with buy-side / sell-side evaluation experience
• Comprehensive understanding of the technical evaluation process for oil & gas assets
• Solid quantitative and analytical skills, including financial modeling and analysis
• Strong interpersonal, verbal and written communication skills; Excellent presentation skills
• Well-developed oral and written communication skills to effectively represent self and BOKF, as well as ability to present complex information and issues in a clear and concise manner
• Exceptional Microsoft Office skills including Word, Excel and PowerPoint

Working Conditions & Physical Requirements