Investment Associate at Spencer Ogden in Houston, Texas

Posted in Other 15 days ago.

Type: full-time





Job Description:

About Us:

Our client is a leading power and energy transition investment firm based in Houston, Texas. This team invests across the power, renewables, energy infrastructure, and digital infrastructure sectors and currently have 7 active assets in their portfolio with 20+ investments closed.

Qualifications:
  • 2-5 years of investment banking, private equity, or investment management experience
  • Background in power, renewables, infrastructure, digital infrastructure, LNG, or Midstream

Key Responsibilities:
  • Financial Modeling & Invesment Analysis: Build and maintain financial models for potential investments in the power and energy transition sectors. Perform in-depth valuation analysis, scenario modeling, and financial due diligence to assess the viability and risks of investments.
  • Due Diligence & Market Research: Conduct thorough due diligence on target companies and projects, including industry research, competitor analysis, and assessing market trends. Work closely with internal teams and external advisors to evaluate business models, financial performance, and growth potential.
  • Deal Execution: Assist with structuring and negotiating investment deals. Coordinate with legal, finance, and operational teams to ensure efficient transaction execution and portfolio integration.
  • Portfolio Monitoring: Monitor the performance of portfolio investments by tracking financial, operational, and strategic milestones. Prepare investment reports and presentations for senior management, stakeholders, and investors.

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