Equity Research Associate, FinTech

KeyBank • New York, NY

1d • Hybrid

About The Position

The Associate, Equity Research is a 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. This role involves collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries. The associate will analyze and synthesize researched data, presenting trends and ideas for business opportunities and investment decision-making. They will also formulate and issue opinions and recommendations on securities and companies, prepare reports, and answer inquiries from firm personnel. Additionally, the role includes preparing studies for firm publication, special studies, models, forecasts, and presentations for Syndicate or Investment Banking groups, and interviewing company executives or industry leaders. Maintaining company databases using spreadsheets and database software is also a key function. The position requires adherence to all KeyBank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Requirements

• Bachelor's Degree in business, accounting, finance, or a related field or completion of no less than 3 senior level accounting and/or financial analysis courses (required)
• 1+ years of experience in an analytical or financial role (required)
• Corporate financial modeling experience (required)
• Strong oral and written communication skills
• Experience with building financial models and equity data manipulation.
• Ability to conduct thorough and independent research and comfort with financial research platforms (Bloomberg, CapIQ, etc.)
• 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 excellent presentation skills.
• All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

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 spreadsheets and database software.
• 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.

Benefits

• Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
• A list of benefits for which this position is eligible.

What This Job Offers

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