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Corporate Analyst

Pickering Energy Partners

Position Description

Pickering Energy Partners (PEP) is an energy-focused financial services platform. Our expertise spans decades across the entire energy landscape. We have deployed more than $16 billion across all energy sub-sectors. We are, at our core, trusted energy advisors, investors and partners alongside our clients. The PEP platform includes Investments, Research, Capital Markets, Investment Banking and Consulting. Headquartered in Houston, Texas, PEP delivers an experienced, opportunistic team that provides guidance and long-term value for clients while having a positive impact on the companies and communities where PEP invests.

PEP is seeking a highly motivated individual for a Corporate Analyst position focused on firm operations and financial reporting in Houston, TX. The ideal candidate should have a solid understanding of GAAP, partnership accounting and controls, outstanding verbal and written communication skills, be well organized, detail oriented and the ability to work in a fast-paced, constantly evolving environment. The ideal candidate should also have a prior focus on financial services firms or energy companies.

Primary Responsibilities

  • Perform journal entries and balance sheet reconciliations for general ledger monthly close of all subsidiaries and the parent company
  • Assist in day-to-day financial and accounting operations, ensuring accurate and timely financial statements and compliance reporting
  • Provide insightful and thorough monthly P&L and balance sheet reviews with CFO
  • Be responsible for the preparation of monthly internal reports to support business units’ needs
  • Serve as a point of contact and work closely with 3rd party service providers (audit, tax, fund administrator)
  • Assist the CFO in the annual operating budget planning cycle for all subsidiaries
  • Provide financial modeling and forecasting to support strategic planning and decision-making
  • Deliver high-performing shared services operations across all subsidiaries (AP, AR, cash collections)
  • Lead a continuous process improvement and automation environment enabled by the company’s technology solutions (NetSuite and Salesforce)
  • Prepare and review cash movements for the firm’s private funds and related investor capital calls/distributions
  • Review fund administrator prepared personal capital statements and financial packages
  • Prepare materials for firm level Committees and the Advisory Board
  • Assist the CIO and President in research, development, and launch of new investment products
  • Be a resource to the CCO and Director of Investor Relations by providing/updating private fund performance, assisting with the completion of due diligence questionnaires and addressing ad-hoc requests
  • Assist with preparing monthly newsletters and investor materials
  • Assist with preparing monthly/quarterly NAV calculations and investor statements in coordination with the fund administrator
  • Assist the CIO with trade bookings as needed and ensure all daily trading activity is maintained in the Order Management System with the assistance of the outsourced middle-office team

Specific Qualifications

  • Bachelor's degree from an accredited university in Finance, Accounting or a related field
  • At least 1-3 years of Operations experience, Fund Accounting experience or Audit experience
  • Financial services background a plus
  • Knowledgeable skillset of Microsoft Office applications
  • Experience with Bloomberg, EZE OMS, NetSuite or Salesforce a plus
  • Strong analytical skills, well-organized and detail-oriented
  • Ability to work under pressure and multi-task to meet deadlines
  • Self-motivated and capable of working independently on multiple projects and tasks
  • Have an entrepreneurial spirit with ability to interact confidently with upper management, colleagues, clients and vendors
  • Ability to handle sensitive and confidential information
  • Confident in seeking clarification when faced with unfamiliar topics or situations

Additional Information

  • We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other characteristic protected by applicable laws. We encourage a diverse and inclusive workplace and welcome candidates from all backgrounds to apply.
  • Applicants for this position must be eligible to work in the United States without requiring sponsorship. Proof of eligibility to work in the U.S. will be required upon employment.
  • PEP offers a competitive salary and bonus opportunity. Excellent benefits package.
  • To be considered, qualified candidates should send their resumes and salary history to Resumes@PickeringEnergyPartners.com, and reference “Corporate Analyst” in the subject.