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Zions Bancorporation

Loan Syndications Associate - El Segundo (Los Angeles), CA

Full Time
Real Estate Field
  • Finance / Investment
El Segundo
Postal Code
United States

This job is no longer active.


Zions Bancorporation is currently seeking well qualified loan syndication professionals for the role of Associate.  The successful incumbent will be responsible for the following essential job duties:

  • Assist the Loan Syndications Group with the syndication process including; researching market intel, writing credit support memos, reviewing recent deals closed in the market and identifying potential investors (banks/financial Institutions) when Zions is acting as Agent/Lead Arranger.
  • Evaluate Market risk for the proposed deals.
  • 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 sources loan market data and maintain a database of comparable transactions and competitors.
  • Maintain databases and reports for submission to senior management.
  • Remain 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.
What you need to bring to the table:
  • Bachelor's degree and 2+ years; investment banking analyst training program, loan syndications experience or, equivalent commercial lending and/or relationship management, or other directly related experience.
  • Commercial Real Estate experience a plus. 
  • MBA, CFA and/or Formal Credit Training with equivalent background a plus (an equivalent combination of education and experience may meet qualifications).
  • Knowledge of investment banking analysis and financial presentation packages.
  • Good understanding of credit processes and procedures.
  • Demonstrated understanding of financial services, specifically within Investment Banking.
  • Strong writing skills.
  • Solid communication and presentation skills.
  • Ability to view and solve problems from customer's perspective.
  • Ability to manage and prioritize multiple projects and track details.
  • Strong problem solving, organization, planning and follow-up skills.
  • Must be detailed oriented.
  • Strong analytical capability.
  • Ability to meet deadlines.
  • Working knowledge of various software applications including word processing and spreadsheets.

Job Functions

  • Finance
  • Syndication

Job Sector

Not specified



2+ to 5 years

This job is no longer active.

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