Director of Private Placements - Debt Capital Markets

Zions Bancorporation•El Segundo, CA

2d•Hybrid

About The Position

Debt Capital Markets – Private Placements, Director Zions Bancorporation 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 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 – to 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. We are open to location for this position including New York City or Chicago.

Requirements

8-10+ years of experience in private placements and/or debt capital markets
Proven track record of successfully leading and executing complex private placement transactions.
Strong analytical skills, including financial statement analysis, credit evaluation, and modeling
Excellent communication skills, both written and verbal, with the ability to present ideas clearly to clients and investors
Deep understanding of financial markets, economic trends, and their interrelationships.
Advanced proficiency in Microsoft PowerPoint, Word, and Excel
Detail focused, proactive, strong interpersonal and leadership skills, with the ability to manage multiple projects and stakeholders
Creative problem-solving abilities and intellectual curiosity

Nice To Haves

Private placement agent or placement advisory experience.
Experience working with middle-market companies and project finance transactions
Established network of institutional investors and USPP buyers.
Track record of leading complex financings and generating new client relationships.
Series SIE, 63, and 79 licenses

Responsibilities

Lead all aspects of executing debt private placement transactions, from idea generation to final execution, including legal structuring, marketing documentation, investor negotiations, and coordination with internal teams
Originate private placement opportunities through internal referral channels and direct client development efforts.
Provide client coverage and strategic guidance to affiliate bankers, aiming to secure lead placement agent roles on transactions
Lead the preparation efforts for investor roadshows, offering memoranda, rating agency presentations, and indicative pricing analyses based on market comparables and public secondary levels
Conduct credit analysis, due diligence, and financial modeling to evaluate client suitability for private placements
Maintain and grow relationships with institutional investors, including private placement analysts, to support distribution efforts
Supervise and mentor junior team members, fostering development and ensuring high-quality deliverables
Ensure transactions are executed in compliance with applicable policies, procedures, and regulatory requirements.
Develop and maintain materials such as the master pitch book, transaction database, and templates.
Stay current on market trends, economic developments, and regulatory changes to inform client strategies and product positioning