Associate, Equity Research - Industrials

Location:

1301 Avenue of the Americas, New York New York

Job Summary

The Associate, Equity Research is a part of the KeyBanc Capital Markets (KBCM) team and works closely with senior research professionals to assist in preparing and executing analyses of an assigned industry group, individual companies, and their securities.

Essential Functions

Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.

Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.

Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.

Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.

Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.

Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.

Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.

Maintaining company databases using spreadsheets and database software.

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 Key’s clients and Key.

Education

Bachelor's Degree in business, accounting, finance, or a related field or completion of no less than 3 senior level accounting and/or financial analysis courses (required)

Work Experience

1+ years of experience in an analytical or financial role (required)

Corporate financial modeling experience (required)

Skills

Strong oral and written communication skills

Experience with building financial models and equity data manipulation.

Ability to conduct thorough and independent research and comfort with financial research platforms (Bloomberg, CapIQ, etc.)

Ability to organize, analyze, and interpret data

Proficiency with Microsoft Excel and Access

Strong interest in financial markets and working knowledge of market dynamics and influences.

Ability to synthesize data and articulate findings through excellent presentation skills.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

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.

Work Location Category

Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $80,000.00 - $150,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

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.

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