Capital Markets Investment Banking Associate - Houston, TX

Zions Bancorporation • Houston, TX • 2h ago

Description - External

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 assigned

Support the internal approval and referral process

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

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

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

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

Req ID: 069424

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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