Enterprise Services
Investment Banking Associate Director
Enterprise Services, Houston, Texas, United States, 77246
Job Description
Investment Banking Associate Director role with Enterprise Services. Location: Houston, TX, United States. Education: Bachelor Degree required. This position is in the Banking field and is open to job seekers with the stated education level.
Job Responsibilities Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~ $100B in assets, operating through 8 brands in multiple states. Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies raise capital and execute strategic transactions. The Investment Banking Group supports middle market and lower middle market companies with advisory and execution services, including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. The role is located in the Zions Capital Markets office in Houston, TX.
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.
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 (within Zions Bancorporation and externally).
Train, mentor, and develop junior team members.
Some travel required.
Manage ad hoc tasks and perform other duties as assigned.
Qualifications
Requires a Bachelor's degree in finance, accounting, or a 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 (verbal and written) skills.
Strong 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 and time-management skills.
Series 79 (or equivalent) and 63 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, plus applicable state holidays.
401(k) plan with company match, Profit Sharing, and competitive compensation.
Mental health benefits including coaching and therapy sessions.
Keywords: Closed Date:
2025-10-24
Company Info: Enterprise Services; Hybrid remote in Midvale, UT, United States
#J-18808-Ljbffr
Job Responsibilities Zions Bancorporation, N.A. (NYSE: ZION) is a premier financial services company with ~ $100B in assets, operating through 8 brands in multiple states. Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies raise capital and execute strategic transactions. The Investment Banking Group supports middle market and lower middle market companies with advisory and execution services, including raising capital, mergers and acquisitions (M&A), and other corporate finance activities. The role is located in the Zions Capital Markets office in Houston, TX.
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.
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 (within Zions Bancorporation and externally).
Train, mentor, and develop junior team members.
Some travel required.
Manage ad hoc tasks and perform other duties as assigned.
Qualifications
Requires a Bachelor's degree in finance, accounting, or a 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 (verbal and written) skills.
Strong 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 and time-management skills.
Series 79 (or equivalent) and 63 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, plus applicable state holidays.
401(k) plan with company match, Profit Sharing, and competitive compensation.
Mental health benefits including coaching and therapy sessions.
Keywords: Closed Date:
2025-10-24
Company Info: Enterprise Services; Hybrid remote in Midvale, UT, United States
#J-18808-Ljbffr