Director/MD, Oil + Gas Coverage Banker, Houston
Summary:
Senior originations officer responsible for business development and strategic relationship management activities in the Midstream, Downstream, Oilfield Services and Integrated sectors within the Energy Industry. Responsibilities include development and management of existing client portfolio and marketing targeted prospects.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
1.) General:
· Manage strategic banking relationships within the Energy sector.
· Evaluate the corporate financing requirements of an existing portfolio of Energy companies across the US and deliver the products of the Financial Group to this client base. Develop, structure, propose and negotiate financing and non-credit transactions for existing and prospective customers.
· Be the primary contact for existing and prospective Energy industry client relationships. Maintain relationships and contacts for marketing as well as ongoing due diligence requirements to support the Relationship Management Group.
· Introduce, coordinate and work with product specialists to generate cross sell across the Global platform of products.
· Formulate business strategy for the Energy sector in line with Financial Group’s global business objectives. Perform research on industry as part of the development and implementation of a comprehensive marketing plan.
· Analyze the credit standing of existing and proposed clients in advance of marketing efforts and on an ongoing basis.
· Manage client relationships globally to expand the global franchise, including a particular emphasis on Securities products, MA, and expanding business.
· Report client comments, requirements and feedback to senior management.
2.) Administrative:
· Design and preparation of marketing materials and oversight of the preparation of these materials by junior staff for both credit and non-credit products.
· Undertake required compliance training and testing.
3.) Policy
· Understand policies and procedures including portfolio objectives and lending guidelines.
· Adhere to legal and regulatory guidelines in promoting bank’s products and services.
4.) Technical Skills
· High-level marketing and business development capabilities for the origination of banking, securities and advisory business.
· Proven Relationship Management abilities.
· Strong credit, analytical, quantitative, problem-solving and decision making skills.
· Superior written and oral communication skills (including presentation skills) and negotiating abilities.
· Relevant industry/sector knowledge; experienced in the Midstream sector.
5.) Management Responsibilities
· - Manage and coordinate the execution of transactions, from inception to closing.
· - Work with other groups within the Financial Group around the world as part of Global Relationship Management and Business Development.
· - Must be able to take a Leadership role and function professionally as a team player.
· - Participate in civic and community affairs as a representative of the Financial Group.
MINIMUM JOB REQUIREMENTS OR EXPERIENCE:
· Undergraduate or MBA degree in finance, business, or accounting required.
· NASD Series 7 and 63 Securities license preferred.
· 5 or more years of Corporate and Investment banking experience including as a Global Relationship Manager (or equivalent.)
· Strong existing relationships in the Energy sector highly preferable. Specific areas of focus will be: Midstream, Downstream, Oilfield Services, and Integrated.
· Excel, Word and PowerPoint.
· Superior oral/written communication skills.
· Experience originating, negotiating and leading transactions.
· Extensive corporate finance product knowledge including credit, capital markets and derivatives as well as other financial products and services.
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