Investment Banking Associate Director
4 weeks ago
At BankTalent HQ, we are seeking a highly skilled and experienced Investment Banking Associate Director to join our Zions Capital Markets team. As a key member of our Investment Banking Group, you will play a critical role in providing advisory and execution services to middle market and lower middle market companies.
About the Role:
We are looking for a seasoned professional with a strong background in investment banking, transaction advisory services, or a similar field. The ideal candidate will have a deep understanding of investment banking products, services, and markets, as well as excellent analytical, quantitative, and communication skills.
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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