Debt Capital Markets Investor Coverage Director Los Angeles, CA

2 months ago


El Segundo, California, United States BankTalent HQ Full time
About the Role

Zions Bancorporation, a leading financial services company, is seeking a seasoned professional to join its Debt Capital Markets group as an Investment Banking Director. This specialized role will focus on relationship management and coverage of institutions that invest in private debt and/or private equity in middle market companies and owners of real assets.

Key Responsibilities
  1. Build and Maintain Relationships: Establish and nurture relationships with bank relationship managers, deal referral sources, and private capital providers, including private equity sponsors, credit funds, asset managers, specialty finance companies, and insurance companies.
  2. Coverage Coordination: Coordinate coverage of commercial banks in support of existing Loan Syndications activities.
  3. DealCloud Implementation: Coordinate the roll-out and support the implementation team for DealCloud.
  4. Client Events: Organize and coordinate client events to drive visibility at industry conferences.
  5. Pitchbook Creation: Manage and support the creation of comprehensive pitchbooks and marketing materials.
  6. Ad Hoc Tasks: Manage ad hoc tasks and perform other duties as assigned.
Requirements
  1. Education: Bachelor's degree in finance, accounting, or a related field (or equivalent professional experience).
  2. Experience: 10+ years of experience in business development for financial and/or professional services.
  3. Knowledge: Deep knowledge of investment banking products, services, and markets.
  4. Skills: Self-directed, highly motivated, and proactive. Excellent analytical and communication skills (both verbal and written). High level of focus on work quality and attention to detail. Unquestionable ethics, integrity, and judgment. Strong organizational skills with a demonstrated track record of meeting deadlines and effective time management.
  5. Certifications: Series 79 (or equivalent) and Series 63 will be required within 90 days of joining.
Benefits
  1. Medical, Dental, and Vision Insurance: Available from day one.
  2. Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance.
  3. Health Savings (HSA), Flexible Spending (FSA), and Dependent Care Accounts.
  4. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays.
  5. 401(k) Plan with Company Match, Profit Sharing, Competitive Compensation in line with work experience.
  6. Mental Health Benefits, including coaching and therapy sessions.
  7. Tuition Reimbursement for qualifying employees.
  8. Employee Ambassador Preferred Banking Products.


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