Capital Markets Associate Investment Banking Director - Houston, TX
Zions Bancorporation
Houston, TX 77027
Description
Zions Bancorporation
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
Zions Capital Markets
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients across different industries, which are largely located within the Bank’s footprint. Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.
This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. This position will be located at the Amegy Tower in Houston, TX.
Responsibilities:
Support transaction activities by directing junior team members and managing deliverables
Assist senior members of the Capital Markets Group in the origination and execution of transactions involving multiple products and/or higher levels of due diligence
Lead and/or mentor junior bankers and team members throughout the origination and execution process
Manage and review the work of junior team members, including overseeing and assisting in the creation of financial analysis, projections, and business valuations
Perform complex financial analyses
Prepare business valuations using Excel-based financial models and comparable company and/or transaction analysis
Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials
Lead / assist with internal company strategic initiatives, including Bancorp acquisition analysis and industry/market intelligence updates
Lead / attend offsite meetings with prospects, customers, and/or potential investors; coordinate follow-up activities (document feedback, track market data points, etc.)
Compile and distribute market and industry data to capital markets team members, other groups within Zions Bancorporation, customers, and prospects
Prepare / assist with deal information materials for internal committee and senior management review and approval
Ensure processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies
Work with senior team members, bank relationship managers, and referral partners to identify and evaluate new prospects
Lead and assist in the development of pitchbooks, teasers, company overviews/CIMs, and management/board presentations
Manage the internal approval and referral process
Some travel is required
Manage ad hoc tasks and perform other duties as assigned
Qualifications:
Requires a bachelor’s degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus
5+ years of experience in investment banking, transaction advisory services, or similar experience
Demonstrated ability to assemble deal marketing materials
Experience working with internal teams to prepare materials for review and approval by senior management and/or committee(s)
Significant knowledge of investment banking products, services and markets
Excellent analytical, quantitative and communication skills, both verbal and written
Ability to work with internal teams to prepare materials for review and approval by senior management and/or committee(s)
Significant knowledge of applicable investment banking regulations
High level of focus on work quality and attention to detail
Self-directed, highly motivated and able to work independently
Ability to perform under pressure and tight deadlines
Ability to learn and apply complex concepts quickly
Excellent organizational skills with demonstrated track record of meeting deadlines and effective time management
Ability to manage and prioritize multiple projects and track details
Excellent working knowledge of Microsoft Excel, PowerPoint, and Word
Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active. Required within 90 days of starting
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.
Zions Capital Markets
Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies across our markets raise capital efficiently and execute strategic transactions effectively. Our approach is simple – help clients we know connect and tell their story to investors we know well.
Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.
Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist with important strategic and financial matters including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients across different industries, which are largely located within the Bank’s footprint. Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.
This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. This position will be located at the Amegy Tower in Houston, TX.
Responsibilities:
Support transaction activities by directing junior team members and managing deliverables
Assist senior members of the Capital Markets Group in the origination and execution of transactions involving multiple products and/or higher levels of due diligence
Lead and/or mentor junior bankers and team members throughout the origination and execution process
Manage and review the work of junior team members, including overseeing and assisting in the creation of financial analysis, projections, and business valuations
Perform complex financial analyses
Prepare business valuations using Excel-based financial models and comparable company and/or transaction analysis
Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials
Lead / assist with internal company strategic initiatives, including Bancorp acquisition analysis and industry/market intelligence updates
Lead / attend offsite meetings with prospects, customers, and/or potential investors; coordinate follow-up activities (document feedback, track market data points, etc.)
Compile and distribute market and industry data to capital markets team members, other groups within Zions Bancorporation, customers, and prospects
Prepare / assist with deal information materials for internal committee and senior management review and approval
Ensure processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies
Work with senior team members, bank relationship managers, and referral partners to identify and evaluate new prospects
Lead and assist in the development of pitchbooks, teasers, company overviews/CIMs, and management/board presentations
Manage the internal approval and referral process
Some travel is required
Manage ad hoc tasks and perform other duties as assigned
Qualifications:
Requires a bachelor’s degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus
5+ years of experience in investment banking, transaction advisory services, or similar experience
Demonstrated ability to assemble deal marketing materials
Experience working with internal teams to prepare materials for review and approval by senior management and/or committee(s)
Significant knowledge of investment banking products, services and markets
Excellent analytical, quantitative and communication skills, both verbal and written
Ability to work with internal teams to prepare materials for review and approval by senior management and/or committee(s)
Significant knowledge of applicable investment banking regulations
High level of focus on work quality and attention to detail
Self-directed, highly motivated and able to work independently
Ability to perform under pressure and tight deadlines
Ability to learn and apply complex concepts quickly
Excellent organizational skills with demonstrated track record of meeting deadlines and effective time management
Ability to manage and prioritize multiple projects and track details
Excellent working knowledge of Microsoft Excel, PowerPoint, and Word
Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active. Required within 90 days of starting
Benefits:
Medical, Dental and Vision Insurance – START DAY ONE!
Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits, including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
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