Investment Banking Associate Director or Director
5 days ago
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
#J-18808-Ljbffr
-
Investment Banking Managing Director
2 weeks ago
Houston, United States Selby Jennings Full timeTitle: Investment Banking Managing DirectorCompany Summary: We are currently partnered with a leading specialty investment bank looking to add senior talent to add to their existing coverage areas and build out new coverage areas within the bank. This opportunity provides extensive resources to assist in your success while having the opportunity to truly...
-
Managing Director Investment Banking
3 weeks ago
Houston, United States Selby Jennings Full timeTitle: Investment Banking Managing DirectorCompany Summary: We are currently partnered with a leading specialty investment bank looking to add senior talent to add to their existing coverage areas and build out new coverage areas within the bank. This opportunity provides extensive resources to assist in your success while having the opportunity to truly...
-
Analyst, Investment Banking, Energy
3 weeks ago
Houston, United States Scotiabank Full time**Requisition ID**: 201551 **Salary Range**: 110,000.00 - 120,000.00 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Title: Analyst, Investment Banking, Energy** **Global Banking and Markets** Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business...
-
Houston, United States Marathon Capital Full timeJob Title: Director, Investment Banking – Focus on Low Carbon Molecules Location : Houston About the role: Support Marathon’s investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for providing oversight, guidance,...
-
Houston, Texas, United States Marathon Capital Full timeJob Title:Director, Investment Banking – Focus on Low Carbon Molecules Location :Houston About the role: Support Marathon's investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for providing oversight, guidance,...
-
Director, Investment Banking
3 weeks ago
Houston, United States The Ladders Full timeJob Title: Director, Investment Banking - Focus on Low Carbon Molecules Location: Houston About the role:Support Marathon's investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for providing oversight, guidance,...
-
Houston, United States Marathon Capital Full timeJob Description Job Description Job Title: Director, Investment Banking – Focus on Low Carbon Molecules Location: Houston About the role: Support Marathon’s investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for...
-
Banking, Finance,
4 weeks ago
Houston, United States Indorama Ventures Full timeJob Description: Indorama Ventures: Indovinya is currently looking to hire a Banking, Finance and Treasury Director to join our team in The Woodlands, TX. The Director of BFT is a strategic business partner who will lead and scale our Corporate Finance function across the entire organization. This role will have the opportunity to not only influence the...
-
Houston, United States Marathon Capital LLC Full timeJob DescriptionJob DescriptionJob Title: Director, Investment Banking – Focus on Low Carbon MoleculesLocation: HoustonAbout the role: Support Marathon’s investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for...
-
Houston, United States Marathon Capital LLC Full timeJob DescriptionJob DescriptionJob Title: Director, Investment Banking – Focus on Low Carbon MoleculesLocation: HoustonAbout the role: Support Marathon’s investment banking and financial advisory practice specifically related to leading the execution of financial advisory engagements for its Energy Transition clients. Primary responsibility for...
-
Director - Investment Strategy
2 weeks ago
Houston, Texas, United States PNC Bank Corp. Full timeManages all aspects of client service to a particular investment strategy or strategies. Presents investment strategy, process, profile and results to highly sophisticated institutional clients, consultants and prospects. Continually works side by si Director, Investment, Strategy, Portfolio Manager, Client Relations, Business Partner, Banking, Business...
-
Banking, Finance,
2 weeks ago
Houston, United States Indorama Ventures Full timeJob Description : Indorama Ventures: Indovinya is currently looking to hire a Banking, Finance and Treasury Director to join our team in The Woodlands, TX. The Director of BFT is a strategic business partner who will lead and scale our Corporate Finance function across the entire organization. This role will have the opportunity to not only influence the...
-
Investment Banking Associate
1 week ago
Houston, Texas, United States Selby Jennings Full timeJob Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector.Location: Houston, TXJob Description:As an Investment Banking Associate, you will play a...
-
Investment Banking Associate
7 days ago
Houston, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description:As an Investment Banking Associate, you will work closely with senior bankers to develop financial models, execute complex financing and M&A transactions, and manage client relationships. This role involves a high level of analytical work as well as client-facing responsibilities.Key Responsibilities:Lead the...
-
Investment Banking Associate
1 week ago
Houston, United States augmentjobs Full timeJob DescriptionJob DescriptionJob Description:As an Investment Banking Associate, you will work closely with senior bankers to develop financial models, execute complex financing and M&A transactions, and manage client relationships. This role involves a high level of analytical work as well as client-facing responsibilities.Key Responsibilities:Lead the...
-
Investment Banking Associate
1 week ago
Houston, United States Selby Jennings Full timeJob Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector.Location: Houston, TXJob Description:As an Investment Banking Associate, you will play a...
-
Investment Associate
4 weeks ago
Houston, United States Climate Investment (CI) Full timeABOUT US Climate Investment (“CI”) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT...
-
Investment Associate
3 weeks ago
Houston, United States Climate Investment (CI) Full timeABOUT US Climate Investment (“CI”) is an independently managed specialist investor focused on accelerating the decarbonization of heavy emitting sectors. Operational since 2017, its team of investment and technical experts has built a portfolio of over 36 outstanding technology and business model innovations. Collectively, its portfolio delivered ~90 MT...
-
Investment Banking Associate
4 weeks ago
Houston, United States Selby Jennings Full timeJob Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...
-
Investment Banking Associate
1 month ago
Houston, United States Selby Jennings Full timeJob Title: Investment Banking Associate - A&D - UpstreamCompany Overview:Our client is a leading energy advisory firm specializing in providing strategic financial advisory services regarding acquisitions and divestitures to clients across the upstream oil and gas sector. Location: Houston, TXJob Description:As an Investment Banking Associate, you will play...