Analyst, Public Finance - Healthcare

KeyBank•San Francisco, CA

11d•$71,000 - $125,000•Hybrid

About The Position

Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Analysts are not assigned new business responsibilities.

Requirements

Bachelor's Degree (preferred) OR equivalent experience (required)
1+ years of work 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
Supports execution of financing transactions and related documentation
Interprets financial data to support structuring and execution of deals
Assists in developing financing structures aligned with client needs
Understands basic components of transaction profitability
Provides administrative support and manages departmental functions
Contributes to planning sessions with analytical insights
Reviews and interprets policies relevant to public finance transactions
Analyzes financial and market data to support presentations and pitches
Supports research and analysis related to investment strategies
Collects and organizes data for internal and client-facing materials
Understands the fundamentals of municipal and public sector financing
Prepares and reviews financial documents and summaries
Maintains attention to detail and timeliness in transaction support

Responsibilities

Team member in support of business unit goals and objectives
Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis
General understanding of profitability components
Actively participate in client planning sessions.
Research and analyze data, preparing and presenting analytical information
Focused on product transactions/executions as opposed to sales originations. Majority of time is spent on the basic work related to financing
Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials, and other office management tasks
Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills
Analysts are 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 Key’s clients and Key