Equity Research Associate - Industrials

KeyBank • Cleveland, OH

11h • Hybrid

About The Position

The Equity Research Associate - Industrials is part of the KeyBanc Capital Markets team and works closely with senior research professionals to analyze an assigned industry group, individual companies, and their securities. The role involves gathering and applying financial and market data, developing research and investment recommendations, preparing financial models and reports, and communicating findings to firm personnel and public audiences. The associate also supports Syndicate and Investment Banking groups with research and materials related to security offerings and underwriting, and maintains information sources and company databases.

The position is based at 127 Public Square in Cleveland, Ohio, and is categorized as hybrid. Key prioritizes in-office presence while providing flexible options when work can be performed effectively in a mobile environment. The role is subject to KeyBank policies and procedures, including expectations to act professionally and ethically, avoid conflicts of interest, and act in the best interests of clients and Key.

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.
• 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.
• Complete the FINRA Series SIE, 7, 63, 86, and 87 licenses.
• 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 for common stocks in specific industries.
• Analyze and synthesize research data and present trends and ideas relevant 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, to support the firm's investment policies and recommendations.
• 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 and industry leaders to develop and maintain information sources for analyses.
• Maintain company databases using spreadsheets and database software.
• Perform other duties as assigned; responsibilities and activities may change or new ones may be assigned.
• Comply with KeyBank policies and procedures, including acting professionally and ethically, avoiding conflicts of interest, and acting in the best interests of clients and Key.

Benefits

• Eligible for incentive compensation, which may include production, commission, and/or discretionary incentives.
• Benefits are available; the posting refers applicants to a separate list of eligible benefits.

What This Job Offers

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