Investment Banking Associate

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 is located in the Zions Capital Markets office in Houston, TX.

Essential Functions:

• Work with senior team members in the origination and execution of Investment Banking activities and transactions involving complex financial analyses, due diligence, and financial products

• Prepare business valuations utilizing Microsoft Excel-based financial models, comparable company, and/or precedent transaction analysis

• Create pitchbooks, Confidential Information Memorandums (“CIMs”), management presentations, and financial models

• Conduct industry and company-specific due diligence and research as it pertains to transactions, prospecting, and internal presentations

• Assist with internal company strategic initiatives including acquisition analysis and industry / market intelligence updates

• Attend offsite meetings with prospects, customers, and potential investors, as well as internal relationship managers and coordinate follow-up activities (documenting feedback, tracking market data, etc.)

• Mentor junior bankers and team members

• Ad hoc tasks and other duties as assigned

• Support the internal approval and referral process

• 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

• 2 years of experience in investment banking, transaction advisory services, or similar experience

• Strong working knowledge of Microsoft Excel, PowerPoint, and Word

• Ability to learn and apply complex concepts quickly

• High level of focus on work quality and attention to detail

• Self-directed, highly motivated, and proactive

• Ready to assume a high level of responsibility

• Excellent analytical, quantitative, and communication (both verbal and written)

• Ability to manage multiple projects independently under pressure and tight deadlines

• Experience working with internal teams to prepare materials for review and approval by senior management

• 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

• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire

• Employee Ambassador preferred banking products