Corporate Finance Underwriting Analyst – Oil & Gas (ADP)

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.

Responsibilities

• 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

Qualifications

• 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.