employer insight series - poole.ncsu.edu
TRANSCRIPT
REGIONS’ NC STATE RECRUITING TEAM
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CREDIT PRODUCTS
STOWE QUERY | DIRECTOR | Technology & Defense
HOLLI BALZER | ASSOCIATE | Energy & Natural Resources
CAPITAL MARKETS
MIKE HOLMQUIST | MANAGING DIRECTOR | Capital Markets COO
MICHAEL ZELICKSON* | MANAGING DIRECTOR | Foreign Exchange
DYLAN JOHNSON* | ANALYST | Asset Securitization
CLIENT COVERAGE
AL BACCHI | MANAGING DIRECTOR | Diversified Industries
TRIPP SHOWFETY* | ANALYST | Diversified Industries
KATE SPEESE* | ANALYST | Energy & Natural Resources
*NC STATE ALUM
CORPORATE SNAPSHOT
Regions Bank is building strong institutional momentum as an established corporate banking
practice with a growing investment banking and capital markets platform.
Formed in 1971
With long-standing banking
heritage dating to
1856
Market cap:
$11.5 billion
Regions Bank
credit ratings:
Baa2 / A-
Total assets:
$144.1 billion
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DOMINANT PRESENCE IN REGIONAL FOOTPRINT
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CORPORATE & INVESTMENT BANKING
17 OFFICES
MORE THAN
1,600 OFFICES
ACROSS
15 STATES
CHARLOTTE
BIRMINGHAM
ATLANTA
TAMPA
NASHVILLE
DALLAS
HOUSTON
CHICAGODIVERSIFIED INDUSTRIES
SPECIALIZED INDUSTRIES
CAPITAL MARKETS
CREDIT PRODUCTS
REAL ESTATE
DOMINANT PRESENCE IN REGIONAL FOOTPRINT
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ORLANDO
ST. LOUIS
REGIONS RANKS AMONG TOP BANKS IN ASSET SIZE
Note: As of 8/17/2020; excludes “custodian” banks and U.S. subsidiaries of foreign financial institutions
Total Assets of Top 15 U.S. Banks ($ in Billions)
1 JPMorgan Chase & Co. $3,213.1
2 Bank of America Corporation $2,741.7
3 Citigroup Inc. $2,232.7
4 Wells Fargo & Company $1,968.8
5 U.S. Bancorp $546.7
6 Truist Financial Corporation $504.3
7 The PNC Financial Services Group, Inc. $459.0
8 Capital One Financial Corporation $421.3
9 Fifth Third Bancorp $202.9
10 Citizens Financial Group, Inc. $179.9
11 KeyCorp $171.2
12 Regions Financial Corporation $144.1
13 M&T Bank Corporation $139.5
14 Huntington Bancshares Incorporated $118.4
15 Discover Financial Services $113.8
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Career Opportunities
SECTION 2
NIKKI STEPHENSON Head of Commercial Portfolio Management
CORPORATE BANKING PLATFORM
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Corporate Banking Origination:
• Develops and fosters relationships with existing and prospective clients
• Serves as main point of contact for clients
• Identifies opportunities and engages product groups to develop solutions
• Aligns to industry and/or geography
Corporate
Banking
Origination
Credit
Products
Capital
Markets
Capital Markets:
• Develops and executes capital raising and advisory services
• Analyzes trends and dynamics to develop market-based solutions
• Maintains product expertise within debt capital, advisory and risk management
Credit Products:
• Conducts extensive financial and industry due diligence to evaluate risk/return
parameters of transactions
• Monitors client performance, industry trends and market conditions
• Aligns to industry and/or geography
• Delivers end-to-end credit product solutions to clients
• Compile and understand market data and trends
• Assist in the creation of detailed projection models
• Assist in fundamental credit analysis
• Conduct industry research, qualitative and
quantitative company performance, financial
statement analysis, and comparable transaction
comparisons
• Assist with the drafting of client presentations and
proposals
• Assist in drafting internal and external transaction-
related materials
OVERVIEW OF SUMMER ANALYST
The Regions Corporate Bank Summer Analyst Development Program offers internship opportunities
to college students across Regions Corporate Bank. Summer Analysts will participate in centralized
training sessions as well as work and interact with senior bankers. It is a paid, 10-week internship
where candidates are placed into specific team verticals to maximize their learning opportunity.
Candidates demonstrating Regions Securities’ values, work ethic, and leadership will be given
preference in consideration for the Full-Time Analyst Program.
• At least a rising Junior level college student
• Business major preferred with coursework in
financial accounting and corporate finance
• Overall GPA of 3.0 or higher
• Excellent verbal and written communication skills
• Strong analytical and organization skills
• Dedication towards excellence and achieving results
• Attention to detail and ability to multi-task
• Ability to thrive in fast-paced, team-focused
environment
Summer Analyst RequirementsPrimary Responsibilities
Frequently Asked Questions
• For hires, what type of training is offered? Will I need to be licensed (Series 63/79/SIE)?
• Is this a direct hire program as opposed to a management training program?
• What are career paths within the corporate bank, capital markets and credit products teams?
• What does a typical day look like?
• What are the key skills to be a successful analyst at Regions?
DISCUSSION TOPICS / QUESTIONS
What Can I do Now to Prepare for the Recruiting Process?
• Freshmen: Become familiar with the different finance jobs available, conduct informational
interviews, start reading financial news
• Sophomores: Look for sophomore internships, find summer/part-time jobs in related fields to your
coursework, start to build a network with friends who graduated and professors
• Juniors: GET AN INTERNSHIP, start to refine what you want in a career
• Seniors: APPLY, APPLY, APPLY – Many firms complete their hiring process by December!!
NC STATE UNIVERSITY RECRUITING TIMELINE
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Corporate Banking & Finance Development Program (“FDP”)
Analyst and Summer Analyst Timeline
Corporate Banking
VIRTUAL CAMPUS INTERVIEWS
September 23, 2020
SUPER DAY
Charlotte/Atlanta
October 2020
OFFERS DISTRIBUTED
Within 2 Weeks of Super Day
CAMPUS INFO
SESSION
September 2020
REvSUMES DUE
September 2020
SUPER DAY
Virtual
October 1-2, 2020
ON CAMPUS
INFO SESS
CAMPUS INFO
SESSION
September 2020
VIRTUAL INFO
SESSIONS
Sept 2020
RESUMES DUE
September 15, 2020
PRE-INTERVIEW
EVENT
September 22, 2020
REGIONS TEAM ON CAMPUS
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NC STATE VIRTUAL VISITS
August 26 | Finance Club
August 31 | Investors’ Association
September 8 | Poole Diversity Meeting
September 9 | Employer Insight Series
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DISCLOSURE
Regions Bank, Member FDIC, Equal Housing Lender. Banking products and services, including lending, financial risk management
and treasury and payment solutions are offered by Regions Bank.
Deposit products are offered by Regions Bank.
Regions Securities® is a registered service mark of Regions Bank and is used under license for the corporate and investment
banking services of Regions Bank and its affiliates. Securities activities and Merger and Acquisition advisory services are provided
by Regions Securities LLC, 1180 W. Peachtree St. NW, Suite 1400, Atlanta, GA 30309, 404-279-7400. Member
http://www.finra.org/" FINRA and "http://www.sipc.org/" SIPC.
Regions Investment Management, Inc. (RIM) serves as the registered investment adviser to Regions Institutional Services. RIM is
wholly owned by Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation.
Regions Equipment Finance Corporation is a non-bank subsidiary of Regions Bank, providing equipment financing, as well as tax
and non-tax lease programs.
Regions, the Regions Logo and the Life Green bike are registered trademarks of Regions Bank. The LifeGreen color is a trademark
of Regions Bank.
Other marks are the property of their respective owners.
EEO/AA/Minorities/Females/Disabled/Veterans