Syndicated and Leveraged Finance Associate - Los Angeles (El Segundo) CA

Zions Bancorporation•El Segundo, CA

12d•$117,000 - $150,000•Onsite

About The Position

Zions Bancorporation, N.A. is a premier financial services company with approximately $100 billion in assets, operating through 8 brands across multiple states. Zions Capital Markets provides targeted, client-driven financing and advisory solutions to help companies raise capital and execute strategic transactions. The platform is expanding its product capabilities and has experienced professionals in various offices. This role is for an Associate within the Syndicated and Leveraged Finance Group, based in Los Angeles (El Segundo), California.

Requirements

Bachelor’s degree in finance, business, accounting, or a related field, plus 4+ years of relevant experience (a combination of education and experience may be considered).
Prior experience in Investment Banking, Private Credit, or Commercial Banking is required.
Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.

Nice To Haves

Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.

Responsibilities

Assist senior members of the Syndicated and Leveraged Finance Group with all aspects of originating and executing debt capital raising transactions for syndicated financings.
Draft pitch books for prospective and existing bank clients, outlining Zions Capital Markets’ capabilities and proposing tailored debt solutions.
Prepare confidential information memoranda and lender presentations, including detailed analysis of the client’s business, industry, and financial outlook.
Build and maintain financial models related to transaction execution, including cash flow forecasting and covenant modeling/testing based on client and bank assumptions.
Support the preparation and negotiation of legal documentation, including fee letters, non-disclosure agreements, term sheets, mandate letters, commitment letters, and credit agreements.
Review recent transactions and assist in developing market comparables; support senior team members in identifying potential investors.
Prepare and review internal memoranda required to support syndicated transactions (e.g., syndication opinions, fee accounting, and credit presentations).
Maintain relationships with investors and manage an internal database of participating financial institutions.
Attend off-site meetings with borrowers and third-party lenders, and coordinate follow-up activities (e.g., documenting lender feedback and tracking market data).
Support the development, oversight, and training of junior staff.
Travel may be required.
Perform other duties as assigned.