Public Finance Analyst, Healthcare
About The Position
Analysts on the Public Finance team are expected to build their basic skills in analyzing, structuring, and executing transactions. Almost all their activities are transaction-oriented, and much of their time is spent on the basic work related to a financing. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials as well as performing financial and bond modeling. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Continue developing basic skills in analyzing, structuring, and executing transactions while improving business expertise and technical analysis General understanding of profitability components Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information Focused on product transactions/executions as opposed to sales originations. Majority of time is spent on the basic work related to financings Financial and bond modeling Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials, and other office management tasks Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills Analysts are not assigned new business responsibilities and have limited/no client contact 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.
Requirements
- Bachelor's Degree (required)
- 1+ years of investment banking or similar experience (required)
- FINRA Securities Industry Essentials (SIE) Exam within 6 months (required)
- FINRA License S79 within 1-1/2 Yrs (required)
- FINRA License S63 within 1-1/2 Yrs (required)
- FINRA License S52 within 1-1/2 Yrs (required)
- FINRA License S50 within 1-1/2 Yrs (required)
- Proficiency with Excel, PowerPoint, and Word
- Proficiency with DBC Finance software
- Good written and verbal communication skills
- Supports execution of financing transactions and related documentation
- Interprets financial data to support structuring and execution of deals
- Assists in developing financing structures aligned with client needs
- Understands basic components of transaction profitability
- Provides administrative support and manages departmental functions
- Contributes to planning sessions with analytical insights
- Reviews and interprets policies relevant to public finance transactions
- Analyzes financial and market data to support presentations and pitches
- Supports research and analysis related to investment strategies
- Collects and organizes data for internal and client-facing materials
- Understands the fundamentals of municipal and public sector financing
- Prepares and reviews financial documents and summaries
- Maintains attention to detail and timeliness in transaction support
Responsibilities
- Team member in support of business unit goals and objectives
- Continue developing basic skills in analyzing, structuring, and executing transactions while improving business expertise and technical analysis
- General understanding of profitability components
- Actively participate in client planning sessions.
- Research and analyze data, preparing and presenting analytical information
- Focused on product transactions/executions as opposed to sales originations.
- Majority of time is spent on the basic work related to financings
- Financial and bond modeling
- Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials, and other office management tasks
- Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills
- Analysts are not assigned new business responsibilities and have limited/no client contact
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
