California Bank & Trust
Debt Capital Markets Loan Syndications Associate - Los Angeles, CA
California Bank & Trust, Los Angeles, California, United States, 90079
Debt Capital Markets Loan Syndications Associate - Los Angeles, 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 MarketsZions 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.We are currently looking for a
Debt Capital Markets Loan Syndications Associate
to join our team in
Los Angeles (El Segundo), CA.Essential Functions:Responsible for assisting the Loan Syndications Group with all aspects of the deal syndication process.Support senior members of the Loan Syndications Group and/or bankers in commercial banking, commercial real estate or other specialty lending business units in the origination and execution of syndicated lending opportunities.Review recent deals in the market and identifying potential investors.Compose and/or review various internal memos required to support syndicated transactions (syndication opinions, fee accounting, etc.).Prepare and/or review marketing materials and maintain current templates for such materials.Assist with the preparation and negotiation of legal documents such as fee letters, non-disclosure agreements, mandate agreements, commitment letters, credit agreements, etc.Coordinate closing activities with third-party lenders, business units and internal functional areas.Maintain and/or review various databases and reports for submission.Maintain external data sites and composing/reviewing associated communications with third-party lenders.Attend offsite meetings with borrowers and third-party lenders, and coordinate follow up activities (documenting lender feedback, tracking market data points, etc.).Track, answer or coordinate answers to deal questions from third-party lenders in consultation with senior members of the Loan Syndications Group and relevant business units.Research and track market trends, comparable transactions, and third-party lender activities and credit appetite.Assist with the development and training of junior staff.Support internal Relationship Managers on prospective syndicated loan deals and assist in reviewing new lead opportunities.Assist with drafting offering memoranda, proposals and financial presentations detailing client and transaction-related fundamental information including merits, risk and risk mitigation.Prepare loan marketing packages for distribution to investors.Administer and launch data room site for active deals where Zions is the agent bank where all other involved financial groups can review the information for the deal.Keep active templates for marketing materials and offering memorandums with current information on both Zions and the market.Actively source loan market data and maintain database of comparable transactions and competitors.Maintain databases and reports for submission to senior management.Stay current on market data, particularly in the Bank's areas of industry focus.Maintain relationships with investors and keep an internal database of all participating financial institutions.Other duties as assigned.Qualifications:Requires a Bachelor's degree in finance, business, accounting or a related field and 4+ years of related experience. A combination of education and experience may meet job requirements.Demonstrated track record of high academic achievement. MBA, CFA and/or Formal Credit Training with equivalent background a plus.FINRA Series 79 (or grandfathered Series 7), Series 63 will be required.This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.
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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 MarketsZions 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.We are currently looking for a
Debt Capital Markets Loan Syndications Associate
to join our team in
Los Angeles (El Segundo), CA.Essential Functions:Responsible for assisting the Loan Syndications Group with all aspects of the deal syndication process.Support senior members of the Loan Syndications Group and/or bankers in commercial banking, commercial real estate or other specialty lending business units in the origination and execution of syndicated lending opportunities.Review recent deals in the market and identifying potential investors.Compose and/or review various internal memos required to support syndicated transactions (syndication opinions, fee accounting, etc.).Prepare and/or review marketing materials and maintain current templates for such materials.Assist with the preparation and negotiation of legal documents such as fee letters, non-disclosure agreements, mandate agreements, commitment letters, credit agreements, etc.Coordinate closing activities with third-party lenders, business units and internal functional areas.Maintain and/or review various databases and reports for submission.Maintain external data sites and composing/reviewing associated communications with third-party lenders.Attend offsite meetings with borrowers and third-party lenders, and coordinate follow up activities (documenting lender feedback, tracking market data points, etc.).Track, answer or coordinate answers to deal questions from third-party lenders in consultation with senior members of the Loan Syndications Group and relevant business units.Research and track market trends, comparable transactions, and third-party lender activities and credit appetite.Assist with the development and training of junior staff.Support internal Relationship Managers on prospective syndicated loan deals and assist in reviewing new lead opportunities.Assist with drafting offering memoranda, proposals and financial presentations detailing client and transaction-related fundamental information including merits, risk and risk mitigation.Prepare loan marketing packages for distribution to investors.Administer and launch data room site for active deals where Zions is the agent bank where all other involved financial groups can review the information for the deal.Keep active templates for marketing materials and offering memorandums with current information on both Zions and the market.Actively source loan market data and maintain database of comparable transactions and competitors.Maintain databases and reports for submission to senior management.Stay current on market data, particularly in the Bank's areas of industry focus.Maintain relationships with investors and keep an internal database of all participating financial institutions.Other duties as assigned.Qualifications:Requires a Bachelor's degree in finance, business, accounting or a related field and 4+ years of related experience. A combination of education and experience may meet job requirements.Demonstrated track record of high academic achievement. MBA, CFA and/or Formal Credit Training with equivalent background a plus.FINRA Series 79 (or grandfathered Series 7), Series 63 will be required.This position is eligible to earn a base salary in the range of $105,000 - $150,000 annually depending on job-related factors such as level of experience.This position will be open until filled.All candidates, including those with criminal histories will be considered for employment. However, a background check adjudicated consistently with the FDIC Section 19 regulation will be completed on any candidate who accepts a conditional job offer from the Company.Zions Bancorporation, National Association prohibits illegal discrimination and reaffirms its policy of providing Equal Employment Opportunity (EEO), by extending 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, protected veteran status, military service, sexual orientation, gender identity, genetic information or any other characteristic protected by applicable federal, state or local law.Applicants Requesting Accommodations: If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access our career site.
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