Syndicated and Leveraged Finance Associate - Los Angeles; El Segundo CA

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

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.

We are currently seeking an Associate within the Syndicated and Leveraged Finance Group to join our team in Los Angeles (El Segundo), California.

Essential Functions

• 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.

Qualifications

• 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.
• Demonstrated track record of strong academic achievement; MBA, CFA, and/or formal credit training is a plus.
• Must obtain required FINRA licenses (Series 79 [or grandfathered Series 7] and Series 63), if not currently active, within 90 days of employment.

Compensation

This position is eligible for a base salary ranging from $117,000 to $150,000 annually, depending on job-related factors such as experience and qualifications.

In addition to base salary, this role is eligible for a discretionary annual bonus based on individual, team, and overall bank performance. Final compensation will vary based on factors including experience, expertise, and location.

• 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…