Location:
• Be a strong team member in support of business unit goals and objectives • Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis • Strong understanding of profitability components and investment banking deal mechanics • Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information • Focused on product transactions/executions in addition to sales originations • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses • Possess a deep understanding of the financial impact of decisions on the clients organization • Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills • Associates are typically not assigned new business responsibilities and have limited/no client contact • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Keys clients and Key.
• Bachelors Degree (preferred) • OR equivalent experience (required)
• 1+ years of investment banking experience (preferred)
• FINRA License S79 within 1-1/2 Yrs (required) • FINRA License S63 within 1-1/2 Yrs (required) • FINRA License S52 within 1-1/2 Yrs (required)
• Proficiency with Excel, PowerPoint, and Word • Good written and verbal communication skills • Applies investment banking principles to structure and execute public finance transactions • Supports clients with financial insights and recommendations • Assists in structuring and executing municipal and infrastructure debt deals • Understands financing mechanisms for public infrastructure projects • Builds and interprets models to support deal pricing and valuation • Projects financial outcomes to support client planning and transaction structuring • Applies knowledge of municipal markets and public sector financing tools • Prepares and reviews financial documents and summaries • Interprets financial data to support structuring and execution of deals • Collects and organizes data for internal and client-facing materials • Contributes to client planning sessions with analytical insights • Prioritizes client needs and delivers tailored solutions • Understands how financial decisions impact broader organizational and market systems
• All KeyBank employees are expected to demonstrate Keys Values and abide by Keys Code of Conduct.
• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
• Hybrid (Sales)
COMPENSATION AND BENEFITS
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.