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.
CompensationThis 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.
Benefits- 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 compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
