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Investment Banking Associate Director - Houston, TX
Investment Banking Associate Director - Houston, TX-October 2024
Houston
Oct 29, 2025
About Investment Banking Associate Director - Houston, TX

  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

  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.

  Zions Investment Banking – Associate Director

  Zions Capital Markets is seeking a well-qualified professional to join its Investment Banking Group as an Associate Director. The Investment Banking Group provides advisory and execution services to middle market and lower middle market companies and assists with important strategic and financial matters including raising capital, mergers, and acquisitions (M&A), and other corporate finance activities. The Investment Banking group supports a wide variety of clients across different industries, which are largely located within the Bank’s footprint. Investment banking and securities underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.

  This role provides an exciting opportunity to join an entrepreneurial group building a fast-growing platform within a key focus area of the Bank. This position is located in the Zions Capital Markets office in Houston, TX.

  Responsibilities:

  · 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 / CIM’s, and Management / Board presentations

  · Manage the internal approval and referral process

  · Manage and review the work of junior team members, which will include 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 (both 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 similarly 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 (both verbal and written)

  · High level of 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 skills with demonstrated track record of meeting deadlines and effective time management

  · Series 79 (or equivalent) and 63 will be 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, and any applicable state holidays

  · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience

  · Mental health benefits including coaching and therapy sessions

  Req ID: 063552

  Equal Opportunity Employer

  It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

  If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

  Click here to view applicable Federal, State and/or local employment law posters.

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