Capital Markets ISDA Negotiator - Charlotte, NC

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 – 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. 

Responsibilities:

ISDA Negotiator will coordinate/track drafting, negotiating, and executing of all ISDA documents, including Master Agreements, Schedules, and Credit Support Annexes (CSA) and new client onboarding. 

• Work closely with Front Office, Legal, Client Relationship Managers, Credit, Bank clients and or professional counterparties, as needed, in the ISDA document negotiation process.
• Administer, monitor, and provide comprehensive reporting on the status of all ISDA documents, ensuring complete transparency for the Front Office Sales team
• Digitally archive and securely store all executed agreements, ensuring they are readily accessible for review upon request
• Work on various projects, including amending and updating templates, policies, and systems to ensure consistency with business objectives and compliance requirements

Onboarding duties:

• Greenlight FX and Derivatives clients for trading.  Greenlighting provides a control to ensure that trades are conducted within the Banks trading and credit policies.
• FO sales may not execute a transaction with a customer until the MO is satisfied that all the documentation required per policy is on file at the appropriate location in the Bank or that a delay has been approved.
• Monitor documentation status in tracking spreadsheet.
• Follow-up with RM’s or Marketers regarding documentation upcoming deadlines.
• Provide exception reporting to management regarding past due documentation.

Qualifications:

• Requires a Bachelor’s degree and 8+ years of experience in ISDA contracts negotiation supporting Interest Rate and Commodity derivative sales and trading desks.  A combination of education and experience may meet job requirements
• Specific knowledge of interest rate, commodity, and FX derivatives
• Experience negotiating with sophisticated counterparties is a plus
• Effective oral and interpersonal skills a must. Skillful written communication is necessary; the ability to convey thoughts clearly and succinctly and to communicate pertinent complex information in a clear and organized manner.
• Strong analytical and organizational skills.
• Strong attention to detail and decision-making skills
• Experience with Calypso a plus
• Excellent verbal and written communication skills
• Strong attention to detail and decision-making skills
• Other duties as assigned.

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