Investment Banking Associate Director or Director
10 hours ago
Zions Bancorporation is a leading financial services company with a strong presence in the western United States. Our Investment Banking Group provides advisory and execution services to middle market and lower middle market companies, assisting with strategic and financial matters such as raising capital, mergers and acquisitions, and other corporate finance activities.
Key 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, including 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
- Train, mentor, and develop junior team members
- Some travel required
- Manage ad hoc tasks and perform other duties as assigned
- 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) skills
- 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
- 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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