Equity Research Associate - Industrials

KeyBank • Cleveland, OH

2d • $80,000 - $150,000 • Hybrid

About The Position

The Associate, Equity Research - Industrials is 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. The role researches common stocks within specific industries and supports investment research, analysis, and recommendations.

The position also supports the preparation of financial models, reports, studies, forecasts, and presentations for use by the firm, its Syndicate and Investment Banking groups, and the general public. The role is based at 127 Public Square, Cleveland, Ohio, and is categorized as hybrid (Sales).

Requirements

• Bachelor's degree in business, accounting, finance, or a related field, or completion of no fewer than 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.
• Candidates will be required to 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, particularly in researching common stocks within specific industries.
• Analyze and synthesize researched 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, for the firm's investment policies and recommendations.
• Answer inquiries from firm personnel regarding 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 to inform Syndicate or Investment Banking groups about security offerings and underwriting.
• Interview company executives or industry leaders to develop and maintain information sources for analyses.
• Maintain company databases using spreadsheets and database software.
• Perform other duties as assigned; duties, responsibilities, and activities may change or new ones may be assigned at any time with or without notice.
• Comply with KeyBank policies and procedures, including acting professionally and ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Benefits

• Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Eligible for the benefits listed by KeyBank.

What This Job Offers

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