Director of Private Placement - Debt Capital Markets

Zions Bancorporation; El Segundo (CA); On-site; USD 200,000 - 250,000; Full time

Job summary

Zions Bancorporation, N.A. invites applications for a Director of Private Placements to lead 4(a)(2) debt private placements for U.S. clients, collaborating with relationship managers and investors. This senior role demands a strong network, deal-sourcing ability, and rigorous financial analysis.

The successful candidate will originate opportunities, guide affiliate bankers, and manage roadshows, with compliance to all regulatory requirements. Open locations include NYC or Chicago.

Qualifications

• 8-10+ years of experience in private placements and/or debt capital markets.
• Proven track record of successfully leading and executing complex private placement transactions.
• Strong analytical skills, including financial statement analysis, credit evaluation, and modeling
• Excellent communication skills, both written and verbal, with the ability to present ideas clearly to clients and investors
• Deep understanding of financial markets, economic trends, and their interrelationships.
• Advanced proficiency in Microsoft PowerPoint, Word, and Excel
• Detail focused, proactive, strong interpersonal and leadership skills, with the ability to manage multiple projects and stakeholders
• Creative problem‑solving abilities and intellectual curiosity

Responsibilities

• Lead all aspects of executing debt private placement transactions, from idea generation to final execution, including legal structuring, marketing documentation, investor negotiations, and coordination with internal teams
• Originate private placement opportunities through internal referral channels and direct client development efforts.
• Provide client coverage and strategic guidance to affiliate bankers, aiming to secure lead placement agent roles on transactions
• Lead the preparation efforts for investor roadshows, offering memoranda, rating agency presentations, and indicative pricing analyses based on market comparables and public secondary levels
• Conduct credit analysis, due diligence, and financial modeling to evaluate client suitability for private placements
• Maintain and grow relationships with institutional investors, including private placement analysts, to support distribution efforts
• Supervise and mentor junior team members, fostering development and ensuring high‑quality deliverables
• Ensure transactions are executed in compliance with applicable policies, procedures, and regulatory requirements.
• Develop and maintain materials such as the master pitch book, transaction database, and templates.
• Stay current on market trends, economic developments, and regulatory changes to inform client strategies and product positioning

Skills

Analytical skills

Communication skills

Leadership

Financial modeling

Credit evaluation

Due diligence

Tools

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Job description

Director of Private Placements - Debt Capital Markets

Debt Capital Markets – Private Placements, Director

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 – to 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.

We are open to location for this position including New York City or Chicago.

Position Overview

We are seeking an experienced and relationship-driven Director, Private Placements to join our Debt Capital Markets team. This individual will be responsible for originating, structuring, and executing 4(a)(2) private placement transactions for middle-market and large corporate clients in the US. The Director will work closely with relationship managers, corporate banking teams, and institutional investors to deliver customized capital solutions and sustainable value to clients and investors while expanding the firm's private placement platform.

The ideal candidate will possess strong capital markets expertise, a deep network of institutional investor relationships, and a proven track record of sourcing and executing debt financing transactions.

Key Responsibilities

• Lead all aspects of executing debt private placement transactions, from idea generation to final execution, including legal structuring, marketing documentation, investor negotiations, and coordination with internal teams
• Originate private placement opportunities through internal referral channels and direct client development efforts.
• Provide client coverage and strategic guidance to affiliate bankers, aiming to secure lead placement agent roles on transactions
• Lead the preparation efforts for investor roadshows, offering memoranda, rating agency presentations, and indicative pricing analyses based on market comparables and public secondary levels
• Conduct credit analysis, due diligence, and financial modeling to evaluate client suitability for private placements
• Maintain and grow relationships with institutional investors, including private placement analysts, to support distribution efforts
• Supervise and mentor junior team members, fostering development and ensuring high‑quality deliverables
• Ensure transactions are executed in compliance with applicable policies, procedures, and regulatory requirements.
• Develop and maintain materials such as the master pitch book, transaction database, and templates.
• Stay current on market trends, economic developments, and regulatory changes to inform client strategies and product positioning

Qualifications

• 8-10+ years of experience in private placements and/or debt capital markets
• Proven track record of successfully leading and executing complex private placement transactions.
• Strong analytical skills, including financial statement analysis, credit evaluation, and modeling
• Excellent communication skills, both written and verbal, with the ability to present ideas clearly to clients and investors
• Deep understanding of financial markets, economic trends, and their interrelationships.
• Advanced proficiency in Microsoft PowerPoint, Word, and Excel
• Detail focused, proactive, strong interpersonal and leadership skills, with the ability to manage multiple projects and stakeholders
• Creative problem‑solving abilities and intellectual curiosity

Preferred Experience

• Private placement agent or placement advisory experience.
• Experience working with middle‑market companies and project finance transactions
• Established network of institutional investors and USPP buyers.
• Track record of leading complex financings and generating new client relationships.

Series SIE, 63, and 79 licenses

This position is eligible to earn a base salary in the range of $200,000-$250,000 based on location, experience, education, and other relevant factors.

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. Because the Company is a financial institution, the FDIC guidelines apply to all positions within the company and as such any and all job duties have a direct relationship to a candidate’s criminal history and that criminal history would need to align with the FDIC Section 19 regulations.

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.

It is the Company’s policy not to discriminate because of a person’s relationship or association with a protected veteran. This includes spouses and other family members. Also, Zions will safeguard the fair and equitable treatment of protected veteran spouses and family members with regard to all employment actions and prohibit harassment of applicants and employees because of their relationship or association with a protected veteran.

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. You can request reasonable accommodations by contacting us at [e-mail] or 801/844-7618. Please email your resume/cover letter, indicate what position you are interested in and include "Accommodation needed" in the subject line to ensure your information is routed to the appropriate contact.