M&A Investment Banking Associate

KeyBank•Chicago, IL

2d•$128,000 - $268,000•Hybrid

About The Position

KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role offers a dynamic, team-oriented environment with significant responsibility and client exposure.

Requirements

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.
Proven 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.

Nice To Haves

Bachelor's Degree Finance, Economics, or equivalent experience (preferred)
Master's Degree MBA or other advanced degree (preferred)
FINRA Security Industry Essentials (SIE) (preferred)
FINRA License S7 (preferred)
FINRA License S79 (preferred)
FINRA License S63 (preferred)

Responsibilities

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.
Collaborate in office with external advisors and internal teams including product partners, legal, compliance, and risk to ensure seamless execution.
Contribute to the development and training of Analysts and interns.
Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.
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.