Associate, Energy-Investment Banking

  • Full-Time
  • Dallas, TX
  • BOK Financial
  • Posted 2 years ago – Accepting applications
Job Description
Req ID: 61092 Job Location: Dallas Dallas TX Areas of Interest: Professional BOK Financial (BOKF), Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top 25 U.S.-based financial services holding company with operations in ten states – Oklahoma, Texas, Arkansas, Arizona, Colorado, Kansas/Missouri, New Mexico, Nebraska and Wisconsin. The company began more than 100 years ago in Tulsa and has successfully diversified into a variety of industries, businesses and geographies. . Bonus TypeFormula Based SummaryIf 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! About the RoleYou will be primarily responsible for completing asset-level valuations for companies predominately in the upstream energy industry, focusing on independent oil & gas producers. Valuation work will include heavy interaction with accounting, engineering, geologists, and other technical team members. What You Can Expect

Using your comprehensive understating of the technical evaluation process for oil and gas assets, as well as solid qualitative and analytics skills, you'll conduct financial modeling and analysis. Previous experience with buy-side/sell-side evaluation will set you up for success! You’ll use your well-developed oral and written communication skills to effectively represent yourself and BOKF and present complex information and issues clearly and concisely.

To stay up to date on trends, you will analyze industry and company information and conduct industry research on transactions and trends in the U.S. E&P market, including well economics in various oil and gas movements. Team CultureWe 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.
We'd Like to Talk to You
  • COLLABORATION - You enjoy working in teams and across departments with proficiency to follow-up and follow-through.
  • COMMUNICATION - You will need exceptional verbal and written communication to express yourself clearly and concisely to internal and external clients.
  • POSITIVE ATTITUDE - You enjoy working with others and remain positive in a fast-paced work environment.
  • PROBLEM SOLVER - You'll function effectively when under pressure and/or while experiencing rapidly changing or uncertain conditions to maintain business operations.
  • RESULTS ORIENTED - You show initiative as you focus on the desired deliverables while meeting and exceeding your goals.
  • TECH SAVVY - You leverage your proficiencies to learn our systems, processes, and procedures. Daily, you will use Salesforce, Access, Excel, Word, and PowerPoint.
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
BOK Financial is a stable and financially strong organization that provides excellent training and development to support building the long term careers of our employees. With passion, skill and partnership you can make an impact on the success of the bank, our customers and your own career!

Apply today and take the first step towards your next career opportunity!

BOK Financial is an equal opportunity employer. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, sexual orientation, genetic information or veteran status.Please contact recruiting_coordinators@bokf.com with any questions.
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