Lateral from Top EB in Houston to New York

Incoming full time analyst at a top EB in Houston focused on energy IB, am looking to lateral to literally any non-energy groups in NYC. Any insight into how feasible/difficult this transition might be & how does the timeline and preparation work for lateralling?

14 Comments
 

Sure, Jef isn’t an EB but in Houston specifically they’re elite—better than all EBs outside of arguably evercore. Agree that outside of houston their status isn’t up to the same level.

 
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anonwsouser123:

energy rx is about to be feasting, just curious why you would switch right now? 


Not really - most all the companies are a lot more healthy and most have active hedging than programs in place.

The Covid-era bankruptcies really forced companies to clean up their act. Back then, many of the companies ran unhedged, most didn’t live within their cash flows and being 4-5x levered was the norm.

Now, anything close to that leverage level and you’ll be seeing severely depressed valuations. As a result, most are more so around 1-1.5x levered and most hedge a significant chunk of their pdp. This, combined with living within your cash flows means you won’t see nearly as many bankruptcies or restructurings.

 

Yes, it’s doable (I did it and also very happy I did). Would generally give it at least 6 months on the desk before you start looking otherwise you won’t really have a good story / any experience to talk to. Closer you get to a year the better it is for the narrative, but should keep an eye out for postings on LinkedIn (good aggregator of openings) as a lot of lateral processes are ad hoc. Would use Linkedin as top of the funnel, drop resume and then reach out to any contacts you have at the respective banks. Most banks postings will show up on LinkedIn with notable exception being Centerview, who uses SG Partners as headhunter 

 

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