Capital Markets Investment Banking Analyst - El Segundo, CA

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate’s unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.       

As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards.    

We are looking for a Capital Markets Investment Banking Analyst in El Segundo, CA.  

Essential Functions: 

• Functions as a Capital Market Investment Banking Analyst on supporting senior bankers in the research, origination and execution of various capital markets products and services.

• Assist with preparation of marketing and pitch materials. Assists with preparation of materials needed to support the deal (e.g. opinions, research, analysis, accounting memos, offering memoranda, proposals, etc.).

• Research and track market trends, comparable transactions, etc.

• Evaluate and report risk for pipeline deals and active portfolio.

• Partners with internal constituents to ensure policies and procedures are followed for review and approval of the deal throughout the lifecycle (e.g. Credit).

• Maintain relationships with clients and investors (where applicable).

• Other duties as assigned. 

Qualifications:  

• Requires a Bachelor's in business, accounting, finance, math or a related field and no experience (College Undergrad Placement) with strong interest and knowledge of finance and investment banking (e.g. Corporate Finance Solutions, Loan Syndications, Real Estate Capital Markets, and Power & Project Finance) or other directly related experience. A combination of education and experience may meet job requirements.

• FINRA licensing will be required.

• Prior completion of accounting or finance coursework highly desirable.

• Strong interest and knowledge of finance and investment banking (e.g. Corporate Finance Solutions, Loan Syndications, Real Estate Capital Markets, and Power & Project Finance).

• Superior analytical and organizational skills.

• Ability to manage several projects at once.

• Strong attention to detail.

• Solid business development, negotiation, leadership and interpersonal skills.

• Superior written and oral communication skills.

• Ability to work well in a fast paced environment.

• Ability to work independently and drive toward a completed end product.

• Strong Microsoft office skills, especially excel.    

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