Investment Banking Associate Director or Director - Houston, TX

Location
Houston, Texas
Salary
Open
Posted
Mar 22, 2024
Closes
Mar 24, 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 Director or Director

Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as an Associate Director or Director. 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.

Responsibilities:

·     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 / CIM's, and Management / Board presentations

·     Manage the internal approval and referral process

·     Manage and review the work of junior team members, which will include overseeing and assisting in the creation of financial analysis, projections, and business valuations

·     Assist senior team members in pitching, marketing, and executing transactions

·     Develop relationships with clients, prospects, financial sponsors and other capital providers / investors, lawyers, advisors, and referral sources (both within Zions Bancorporation and externally)

·     Train, mentor, and develop junior team members

·     Some travel 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

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

·     Deep knowledge of investment banking products, services, and markets

·     Self-directed, highly motivated, and proactive

·     Ready to assume a high level of responsibility

·     Demonstrated track record of achievement in middle market M&A and/or capital raising

·     Significant knowledge of applicable investment banking regulations

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

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

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

·     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

 Benefits: 

·     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



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