Investment Banking Associate - Houston, TX

Houston, Texas
Feb 01, 2024
Feb 01, 2025

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 Investment Banking - Associate

Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as an Associate. The Investment Banking Group provides advisory and execution services to middle market and lower middle market companies and assists 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 is located in the Zions Capital Markets office in Houston, TX.

Essential Functions:

·         Work with senior team members in the origination and execution of Investment Banking activities and transactions involving complex financial analyses, due diligence, and financial products

·         Prepare business valuations utilizing Microsoft Excel-based financial models, comparable company, and/or precedent transaction analysis

·         Create pitchbooks, Confidential Information Memorandums ("CIMs"), management presentations, and financial models

·         Conduct industry and company-specific due diligence and research as it pertains to transactions, prospecting, and internal presentations

·         Assist with internal company strategic initiatives including acquisition analysis and industry / market intelligence updates

·         Attend offsite meetings with prospects, customers, and potential investors, as well as internal relationship managers and coordinate follow-up activities (documenting feedback, tracking market data, etc.)

·         Mentor junior bankers and team members 

·         Ad hoc tasks and other duties as assigned

·         Support the internal approval and referral process 

·         Some travel required

·         Manage ad hoc tasks and perform other duties as assigned


·         Requires a Bachelor's degree in finance, accounting, or a similarly related field. MBA and/or CFA is a plus

·         2+ years of experience in investment banking, transaction advisory services, or similar experience

·         Strong working knowledge of Microsoft Excel, PowerPoint, and Word

·         Ability to learn and apply complex concepts quickly 

·         High level of focus on work quality and attention to detail

·         Self-directed, highly motivated, and proactive

·         Ready to assume a high level of responsibility

·         Excellent analytical, quantitative, and communication (both verbal and written)

·         Ability to manage multiple projects independently under pressure and tight deadlines

·         Experience working with internal teams to prepare materials for review and approval by senior management

·         Unquestionable ethics, integrity, and judgment

·         Strong organizational skills with demonstrated track record of meeting deadlines and effective time management

·         Series 79 (or equivalent) and 63 will be required within 90 days of joining


·         Medical, Dental and Vision Insurance - START DAY ONE! 

·         Life and Disability Insurance, Paid Parental 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

·         Employee Ambassador preferred banking products

Similar jobs

Similar jobs