Investment Banking Group Vice President
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. Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as a Vice President. The Investment Banking Group provides advisory and execution services to middle market and upper middle market companies to assist 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.
This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. The position will be located at the Amegy Tower in Houston, TX.
Responsibilities :
- Support transaction activities by directing junior team members and managing deliverables
- Assist senior members of the Capital Markets Group in the origination and execution of transactions involving multiple products and / or higher levels of due diligence
- Lead and / or mentor junior bankers and team members throughout the origination and execution process
- Manage and review the work of junior team members, including overseeing and assisting in the creation of financial analysis, projections, and business valuations
- Perform complex financial analyses
- Prepare business valuations using Excel-based financial models and comparable company and / or transaction analysis
- Conduct industry and company-specific due diligence for transactions, prospecting, and create internal and external presentations materials
- Lead / assist with internal company strategic initiatives, including Bancorp acquisition analysis and industry / market intelligence updates
- Lead / attend offsite meetings with prospects, customers, and / or potential investors; coordinate follow-up activities (document feedback, track market data points, etc.)
- Compile and distribute market and industry data to capital markets team members, other groups within Zions Bancorporation, customers, and prospects
- Prepare / assist with deal information materials for internal committee and senior management review and approval
- Ensure processes, controls, and work products are fully compliant with all applicable regulations, rules, and internal policies
- 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 / CIMs, and management / board presentations
- Manage the internal approval and referral process
- Some travel is 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 plus5+ years of experience in investment banking, transaction advisory services, or similar experienceDemonstrated ability to assemble deal marketing materialsExperience working with internal teams to prepare materials for review and approval by senior management and / or committee(s)Significant knowledge of investment banking products, services and marketsExcellent analytical, quantitative and communication skills, both verbal and writtenAbility to work with internal teams to prepare materials for review and approval by senior management and / or committee(s)Significant knowledge of applicable investment banking regulationsHigh level of focus on work quality and attention to detailSelf-directed, highly motivated and able to work independentlyAbility to perform under pressure and tight deadlinesAbility to learn and apply complex concepts quicklyExcellent organizational skills with demonstrated track record of meeting deadlines and effective time managementAbility to manage and prioritize multiple projects and track detailsExcellent working knowledge of Microsoft Excel, PowerPoint, and WordRequired to obtain required FINRA licenses including Series 79 and Series 63, if not currently held / active. Required within 90 days of startingBenefits :
Medical, Dental and Vision Insurance START DAY ONE!Life and Disability Insurance, Paid Paternal Leave, and Adoption AssistanceHealth Savings (HSA), Flexible Spending (FSA), and dependent care accountsPaid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays401(k) plan with company match, Profit Sharing, competitive compensation in line with work experienceMental health benefits, including coaching and therapy sessionsTuition Reimbursement for qualifying employeesEmployee Ambassador preferred banking productsReq ID : 068275
Equal Opportunity Employer It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at 801-844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.