Investment Banking Associate Director

4 weeks ago


Houston, Texas, United States BankTalent HQ Full time
Zions Capital Markets Investment Banking Associate Director

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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