Job Description

Associate, Equity Research

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 include:

• 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.
• 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.

Compensation and benefits: This position is eligible to earn a base salary in the range of $79,000.00 - $146,000.00 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 subject to individual and company performance.

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