Corporate Finance Underwriting Analyst – Oil & Gas (ADP)

Responsibilities & Qualifications: Upon completion of the ADP program, candidates will join the Energy, Oil & Gas team and work within a team construct to assist in the credit underwriting and portfolio management of diverse debt solutions for companies. As an Analyst you will participate in the Commercial Bank Analyst Development Program which is designed to build a broad and deep technical skillset through formal classes, online coursework, and on the job training.

Overview:

This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office.

 

First Citizens Bank’s Oil and Gas Finance Group lends money to the Exploration & Production, Midstream and Compression segments of the Energy Value Chain.   

 

About the Analyst Development Program:

 

As an Analyst you will participate in the Commercial Bank Analyst Development Program which is designed to build a broad and deep technical skillset through formal classes, online coursework, and on the job training.

 

The program starts on July 7, 2027, on-site at our New York City Office with an 8-week intensive curriculum where participants learn about:

 

• Underwriting fundamentals
• Financial Analysis and Excel Modeling
• First Citizens Bank Core Values
• Application-specific training on systems
• Business unit overviews with team leaders
• Strategic priorities of the Bank
• Credit Policies and Procedures

Following the 8 weeks, Analysts join their teams and stay connected with colleagues through training and professional development sessions. We provide a superior foundation and launchpad for continued success for our Analysts as they begin their careers.

Responsibilities & Qualifications:

Upon completion of the ADP program, candidates will join the Energy, Oil & Gas team and work within a team construct to assist in the credit underwriting and portfolio management of diverse debt solutions for companies.

 

Analysts will perform:

 

• Financial modeling in excel of E&P, midstream, and compression companies.
• Conducting thorough due diligence on projects, including company and industry analyses, as well as reviewing engineering reports.
• Preparation of internal credit memorandums.
• Preparation of marketing materials for potential clients.
• Work as part of a Deal Team on live transactions, engaged in many aspects of credit underwriting and portfolio management, financial analysis, credit memo preparation.  
• Participate in internal credit approval meetings and client/customer calls, as appropriate.
• Attend professional development and informational sessions, networking and community service events.

 

POSITION SPECIFIC SKILLS

• Analytical Reasoning
• Communication (Written and Verbal)
• Credit Analysis
• Critical Thinking Skills
• Financial Analysis
• Proficiency in Excel

 

BASIC QUALIFICATIONS

Minimum Required Education and Experience: Bachelor's Degree OR Associate's Degree/Equivalent and 2 years' experience Coursework or internship in commercial lending or credit Analysis, financial statement analysis, and finance fundamentals

 

PREFERRED QUALIFICATIONS

• Bachelor's degree completed upon start of the program (by July 7, 2027)
• Major or concentration in a quantitative field including engineering, finance, accounting or economics
• Strong verbal and written communication skills
• Preferred minimum undergraduate GPA 3.0.
• Previous internship experience in an analytical role within an energy focused institution.
• Strong interest in the oil & gas industry 

 

Additional Information:

If hired in Dallas, TX, the base pay for this position is generally between $36.06/hour and $43.27/hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

 

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.