Capital Markets Investment Banking Vice President

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Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming. With a leading market share in small and middle-market banking, the Bank’s 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital Markets.

Zions Capital Markets

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. Our approach is simple – help clients we know connect and tell their story to investors we know well.

Zions Capital Markets brings “bulge bracket” solutions to the business customers of our local affiliates, as the platform is continually expanding our product capabilities to meet the evolving needs of our client base. The platform currently has teams of experienced professionals operating from offices in Salt Lake City, Houston, Los Angeles, Charlotte, Dallas, Ft. Lauderdale, and Orange County.

Zions Capital Markets is seeking a well-qualified professional to join itsInvestment 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. Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.

This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. This position will be located at the Zions Capital Markets officesinEl Segundo, CA.

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 plus
• 5+ years of experience in investment banking, transaction advisory services, or similar experience
• Demonstrated ability to assemble deal marketing materials
• Experience 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 markets
• Excellent analytical, quantitative and communication skills, both verbal and written
• Ability 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 regulations
• High level of focus on work quality and attention to detail
• Self-directed, highly motivated and able to work independently
• Ability to perform under pressure and tight deadlines
• Ability to learn and apply complex concepts quickly
• Excellent organizational skills with demonstrated track record of meeting deadlines and effective time management
• Ability to manage and prioritize multiple projects and track details
• Excellent working knowledge of Microsoft Excel, PowerPoint, and Word
• Required to obtain required FINRA licenses including Series 79 and Series 63, if not currently held/active. Required within 90 days of starting

This position is eligible to earn a base salary in the range of $185,000 - $225,000 annually depending on job-related factors such as level of experience.

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and the Bank's overall performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.

• Medical, Dental and Vision Insurance – START DAY ONE!
• Life and Disability Insurance, Paid Paternal 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
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits, including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees
• Employee Ambassador preferred banking products

This position will be open until filled.

All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site. You can request reasonable accommodations by contacting us at or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.

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