Associate Equity Research - Industrials

KeyBank • Cleveland, OH

1d • Hybrid

About The Position

The Associate, Equity Research - Industrials is part of the KeyBanc Capital Markets team and works closely with senior research professionals to assist with preparing and executing analyses of an assigned industry group, individual companies, and their securities. The role researches common stocks, evaluates financial and economic data, develops analyses and recommendations, prepares research publications, and supports Syndicate or Investment Banking groups with information about security offerings and underwriting.

Requirements

• Bachelor’s degree in business, accounting, finance, or a related field, or completion of at least three senior-level accounting and/or financial analysis courses.
• At least 1 year of experience in an analytical or financial role.
• Corporate financial modeling experience.
• Complete the FINRA Series SIE, 7, 63, 86, and 87 licenses.
• Strong oral and written communication skills.
• Experience building financial models and manipulating equity data.
• Ability to conduct thorough, independent research and comfort using financial research platforms such as Bloomberg and CapIQ.
• 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 strong presentation skills.
• Demonstrate Key’s Values and abide by Key’s Code of Conduct.

Responsibilities

• Collect, evaluate, and apply statistical and financial data on the economy and financial markets, with a focus on common stocks within specific industries.
• Analyze and synthesize research data and present trends and ideas related to business opportunities and investment decision-making.
• Formulate and issue opinions and recommendations on securities and companies in one or more industry groups.
• Prepare reports, opinions, recommendations, and statistical data, including assisting with financial statement modeling.
• Answer inquiries from firm personnel about individual securities or industry groups.
• Prepare studies and other data for firm publications issued to the general public.
• Prepare and disseminate special studies, models, forecasts, and presentations for Syndicate or Investment Banking groups concerning security offerings and underwriting.
• Interview company executives or industry leaders to develop and maintain information sources for analyses.
• Maintain company databases using spreadsheet and database software.
• Perform other duties as assigned; duties, responsibilities, or activities may change or be added at any time.
• Comply with KeyBank policies and procedures, act professionally and ethically, avoid conflicts of interest, and act in the best interests of Key’s clients and Key.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Flexible options for working in a mobile environment where the role can be performed effectively.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level