Investment Banking Director

Company: Zions Bancorporation
Location: Houston
Posted on: January 26, 2023

Job Description:

Zions Capital Markets is the trade name for certain business activities of Zions Bancorporation, N.A. and its divisions and subsidiaries, including Zions Direct, Inc. Corporate and commercial banking activities are performed by Zions Bancorporation, N.A. and its banking divisions. Investment banking and securities underwriting activities are offered through Zions Direct, Inc., member FINRA/SIPC. We are currently seeking an -Investment Banking Director -to -join our team.

• Responsible for originating and leading transaction activity by directing junior team members, being responsible for deliverables and serving as a team lead for client and investor interaction.
• Responsible for the origination and execution of transactions involving multiple bank and capital markets products and/or higher levels of due diligence, which may include performing complex financial analyses.
• Lead teams that prepare business valuations utilizing Excel-based financial models and comparable company and/or transaction analysis.
• Conducts industry and company-specific due diligence as it pertains to transactions, prospecting and internal presentations.
• Leads or assists with internal company strategic initiatives including, but not limited to, Bancorp acquisition analysis and industry / market intelligence updates.
• Leads or attends offsite meetings with prospects, customers and/or potential investors and coordinating follow-up activities (documenting feedback, tracking market data points, etc.)
• Compiling and distributing market and industry data to capital markets team members, other groups within the company, customers and prospects.
• Preparing or assisting with internal committee or senior management deal information for review and approval.
• Manage, lead and/or mentor junior bankers and team members throughout the origination and execution process.
• Ensure processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies.
• Creating internal and external presentation materials.
• Ad hoc tasks and other duties as assigned. Qualifications:
  • Requires a Bachelor's degree in finance, business, accounting, or a related field and 10+ years of related investment banking experience, investment banking products, services, markets or other related experience/education or other directly related discipline.
  • Experience working with internal teams to prepare materials for review and approval by senior management and/or committee(s). MBA, CFA, and/or formal credit training a plus. A combination of education and experience may meet job requirements.
  • Deep knowledge of investment banking products, services and markets.
  • Expert 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.
  • Expert 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.
  • MBA, CFA and/or formal credit training a plus.
  • 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 Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law. It is the Company's policy not to discriminate because of a person's relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran. Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at careers@zionsbancorp.com or 801/844-7628. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact. Click here -to view applicable Federal, State and/or local employment law posters. My ProfileCreate and manage profiles for future opportunities.

Keywords: Zions Bancorporation, Houston , Investment Banking Director, Accounting, Auditing , Houston, Texas