Associate, Equity Research - Internet

KeyBank • San Francisco, CA

2d • $79,000 - $146,000 • Hybrid

About The Position

ABOUT THE JOB (JOB BRIEF): This individual will work closely with senior research professionals to assist in preparing and executing analyses of industry groups, individual companies, and their securities.

Requirements

• Qualified candidates will possess a Bachelor's degree in business, with a focus in accounting or finance.
• Successful candidates will have completed no less than 3 senior level accounting and/or financial analysis courses.
• In addition, at least one year of experience in an analytical or financial role required.
• Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required.
• In addition, this individual must possess the ability to synthesize data and articulate findings through excellent presentation skills.
• Employee will operate office equipment, secure supplies and files, communicate with customers and/or other employees and will be expected to move about the office location.
• Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak and hear customers and/or other employees via phone or in person; body motor skills sufficient to enable incumbent to move from one office location to another.

Nice To Haves

• Grade point average above 3.5 preferred.

Responsibilities

• 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 spreadsheet and database software.

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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees