Capital Markets Associate - Business Execution - Charlotte, NC

Location
Charlotte, North Carolina
Salary
Open
Posted
Mar 01, 2024
Closes
Mar 02, 2025

Zions Capital Markets is hiring an Associate to join the Business Initiatives Management team responsible for efficiently and effectively driving various sized initiatives across the Capital Markets division. This role will support all business lines within Zions Capital Markets including Debt Capital Markets, Sales & Trading, Investment Banking, and Real Estate Capital Markets. This is a new position, and it will report to the Head of Business Initiatives Management who reports to the Chief Operating Officer (COO) of Zions Capital Markets. 

Essential Functions: 

  • Work with the Head of Business Initiatives Management, COO, Division Heads/Team Members, and strategic partners (e.g. Project Management Office, Risk Management, Technology, etc.) to assist with efficiently and effectively driving various sized initiatives across the Capital Markets division. Examples include system upgrades/implementations, industry/regulatory changes, issue remediation, strategic planning, c-suite management requests, and management presentations/analysis/reporting. 

  • Create & deliver executive communications, presentations, reporting, & metrics of the supported businesses and the function itself. 

  • Daily collaboration with Capital Markets business heads/employees and other key stakeholders including Risk Management, Accounting/Finance, Treasury, Project Office, Legal, etc. to ensure successful business and risk management outcomes for the Capital Markets division. 

  • Maintain a culture where processes and controls are continually monitored and evaluated with risks and breaks escalated and resolved in a timely basis. 

  • Drive results and foster a culture of excellence, innovation, and continuous improvement within the team. 

  • Occasional travel to office locations with Capital Markets team members and/or business constituents/strategic enablers. 

  • Other duties as assigned. 

Qualifications:  

  • Requires a Bachelor's degree in finance, business, accounting or a related field and 4+years of Business Management, Management Consulting, Business Operations and/or Project Management experience in Financial Services.  A combination of education and experience may meet job requirements.  

    Previous experience working in a capital markets division at a financial institution or providing consulting services for capital markets platforms strongly preferred. 

  • Knowledge of capital markets products, services, and markets including Derivatives (Interest Rates, Commodities, Foreign Exchange, Structured Products, and Credit), Foreign Exchange, Fixed Income Securities, Loan Syndications, Securities Underwriting, Real Estate Capital Markets, and Investment Banking/Advisory. 

  • Advanced level knowledge and experience creating management (including C-suite) level presentations, reporting, and analysis. 

  • Knowledge and experience driving various sized initiatives across a Capital Markets platform including scope/goals, planning, execution, monitoring, and implementation. 

  • Knowledge of capital markets industry norms, best practices, etc. 

  • Knowledge of applicable capital markets regulations (OCC, FINRA, MSRB, CFTC, etc.).  

  • Ability to establish and build trust with professionals throughout the business as a leader and business partner to the organization with a clear client and risk management orientation. 

  • High level of focus on work quality and attention to detail. 

  • Ability to manage and prioritize multiple projects and track details. 

  • Expert level knowledge and experience with Microsoft Excel, PowerPoint, Word, and SharePoint/Teams. 

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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