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

Essential Functions

• Aid 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.

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.

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