M&A Investment Banking Associate
About The Position
KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering advisory and capital markets solutions. The Investment Banking Associate supports the execution of mergers and acquisitions, capital raising, and strategic advisory assignments, working closely with senior bankers, product partners, and clients across industries. The position involves financial analysis, transaction execution, and client engagement in a team-oriented environment with significant responsibility and client exposure. The Associate collaborates in-office with investment bankers and product partners to support securitizations and capital raising initiatives, and supports M&A, equity, and debt capital markets transactions. The role also involves building financial models, preparing client and transaction materials, conducting research, participating in due diligence and client meetings, and contributing to the development of Analysts and interns. The position is hybrid, with an emphasis on in-office presence, and occasional travel may include overnight stays.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field, or equivalent experience.
- At least 3 years of experience in investment banking, corporate finance, or a related financial services role.
- Advanced proficiency in financial modeling, valuation, and financial statement analysis.
- Experience supporting M&A, capital raising, and strategic advisory transactions.
- Ability to interact professionally with clients and contribute to relationship development.
- Strong written and verbal communication skills, including presentation development.
- Ability to work effectively in a fast-paced, team-oriented environment.
- Understanding of capital markets trends, deal structures, and regulatory considerations.
- High level of accuracy and thoroughness in deliverables.
- Ability to manage multiple projects and meet tight deadlines.
- Skilled in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg, Capital IQ, and FactSet.
- Demonstrate Key’s Values and abide by Key’s Code of Conduct.
Nice To Haves
- Master's degree, MBA, or other advanced degree.
- FINRA Security Industry Essentials (SIE).
- FINRA Series 7 license.
- FINRA Series 79 license.
- FINRA Series 63 license.
Responsibilities
- Collaborate in-office with investment bankers and product partners to support securitizations and capital raising initiatives, ensuring seamless communication and real-time problem-solving.
- Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals.
- Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses.
- Prepare client presentations, pitch books, confidential information memoranda, and other transaction-related materials.
- Conduct industry and company-specific research to support business development and transaction execution.
- Participate in due diligence, client meetings, negotiations, and transaction closings.
- Contribute to the development and training of Analysts and interns.
- Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.
- Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
- 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.
- Eligible for company benefits; specific benefits are not listed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
