Specialized Industries Associate- Financial Services Group

Regions Financial Corporation; Atlanta (GA); On-site; USD 107,000 - 135,000; Full time

Job summary

A leading financial institution is seeking a Specialized Industries Associate in Atlanta to engage in financial advisory services for clients. The role involves creating financial models, conducting due diligence, and contributing to client relationship management. Candidates should have a strong educational background, preferably with an MBA, and a minimum of three years of relevant experience.

Benefits

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Qualifications

• Bachelor's degree with a proven record of high achievement.
• Three years of relevant work experience.
• Prior completion of a credit training program.

Responsibilities

• Supports senior bankers in relationship responsibilities.
• Develops and maintains detailed financial models.
• Conducts extensive financial and industry due diligence.

Skills

Communication

Financial Modeling

Client Relationship Management

Attention to Detail

Education

Bachelor’s Degree

MBA (Preferred)

Tools

Excel

PowerPoint

Word

Job description

Location 1180 West Peachtree St. NW, Suite 160, Atlanta, GA 30309, United States of America Category Corporate Banking Job Id R93502

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

This position is within the specialized industries bank client coverage/origination for Regions Bank and Regions Securities LLC. Specialized Industries Associates are directly involved in the design, origination, structuring, and execution of financial advisory assignments, loan syndications, and capital markets products and services for existing and prospective clients.Associates also assist in the cultivation of client relationships by conducting research, staying abreast of client and industry trends, and participating in industry and client related strategic and tactical planning.Associates participate in client meetings, due diligence visits, and other client interactions during which they gain exposure to key executives and senior bankers.Associates provide these services as part of a client team that also consists of Analysts, Vice Presidents, and Directors/Managing Directors.Incumbents are expected to obtain the Series 79 & 63 licenses within six months of employment.

Primary Responsibilities

Supports senior bankers in their relationship responsibilities, including idea generation and interaction with current and prospective clients

Understands client needs and identifies Regions products and services, or other unique, actionable ideas that can help clients achieve their goals

Develops and maintains detailed financial models to value companies and depict projected financial results

Ensures high quality of client deliverables by having strong written and verbal communication skills and attention to detail

Leads the preparation of written material, including pitches, proposals, client materials and associated supporting analyses

Conducts extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction

Participates in the recruitment, development, training, and oversight of junior resources

Successful candidates will be expected to assume a substantial amount of responsibility, including mentoring and developing Analysts. The Associate will be required to work in multiple roles and on multiple projects, both independently and as part of a team.

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Associates typically work a minimum of3years before having the opportunity to advance to the Vice President position.

Requirements

Bachelor’s degree with proven record of high achievement, MBA preferred

Three (3) years of relevant work experience

Prior completion of a credit training program

Preferences

Master of Business Administration (MBA)

Knowledge of capital markets, M&A, or leveraged finance

Skills and Competencies

Advanced user of Excel, PowerPoint, and Word

Energetic and creative self-starter with willingness to work long hours, and take on and successfully manage significant and multiple responsibilities

Strong sense of personal accountability with a results orientation as part of a collaborative team environment

Position Type

Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

This position is within the specialized industries bank client coverage/origination for Regions Bank and Regions Securities LLC. Specialized Industries Associates are directly involved in the design, origination, structuring, and execution of financial advisory assignments, loan syndications, and capital markets products and services for existing and prospective clients.Associates also assist in the cultivation of client relationships by conducting research, staying abreast of client and industry trends, and participating in industry and client related strategic and tactical planning.Associates participate in client meetings, due diligence visits, and other client interactions during which they gain exposure to key executives and senior bankers.Associates provide these services as part of a client team that also consists of Analysts, Vice Presidents, and Directors/Managing Directors.Incumbents are expected to obtain the Series 79 & 63 licenses within six months of employment.

Primary Responsibilities

• Supports senior bankers in their relationship responsibilities, including idea generation and interaction with current and prospective clients

• Understands client needs and identifies Regions products and services, or other unique, actionable ideas that can help clients achieve their goals

• Develops and maintains detailed financial models to value companies and depict projected financial results

• Ensures high quality of client deliverables by having strong written and verbal communication skills and attention to detail

• Leads the preparation of written material, including pitches, proposals, client materials and associated supporting analyses

• Conducts extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction

• Participates in the recruitment, development, training, and oversight of junior resources

Successful candidates will be expected to assume a substantial amount of responsibility, including mentoring and developing Analysts. The Associate will be required to work in multiple roles and on multiple projects, both independently and as part of a team.

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

Associates typically work a minimum of3years before having the opportunity to advance to the Vice President position.

Requirements

• Bachelor’s degree with proven record of high achievement, MBA preferred

• Three (3) years of relevant work experience

• Prior completion of a credit training program

Preferences

• Master of Business Administration (MBA)

• Knowledge of capital markets, M&A, or leveraged finance

Skills and Competencies

• Advanced user of Excel, PowerPoint, and Word

• Energetic and creative self-starter with willingness to work long hours, and take on and successfully manage significant and multiple responsibilities

• Strong sense of personal accountability with a results orientation as part of a collaborative team environment

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$107,525.00 USD

Median:

$135,000.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Atlanta Midtown

Location:

Atlanta, Georgia

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Job Seekers with a Disability

Regions is committed to working with and providing reasonable assistance to individuals with physical and mental disabilities. If you are a disabled individual requiring an accommodation to submit your application for an open position, please email your request to [e-mail] or leave a voice message at [phone]. Only requests for a disability basedaccommodation should be communicated through this central email or telephone number. General employment questions cannot be accepted or processed through this process and will not receive a response.

If you require assistance or have questions regarding the recruitment process, please submit your inquiries to [e-mail] .

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Location 1180 West Peachtree St. NW, Suite 160, Atlanta, GA 30309, United States of America Category Corporate Banking Job Id R92630

It starts with valuing people like you who are looking to build a career while making a difference in the lives of others.

Our focus on career development andgrowth is supported bya culture that engagesour associatesto do their best work. This is what makes Regions unique and differentiates who we are to our customers andcommunities.

We believe in offering a place where you can expect more opportunities. Apply today tostart learningabout how you can build your career with us.

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