22 accounting jobs found

Location: 4900 Tiedeman Road, Brooklyn Ohio Position Summary: We are looking for a motivated and detail-oriented Senior Lead Accountant to support the development, implementation, and interpretation of accounting and regulatory policies across the bank. This role is ideal for a candidate with strong technical accounting knowledge. You will assist in analyzing new accounting standards, preparing technical documentation, and advising lines of business on accounting implications of transactions and products. Key Responsibilities: Assist in researching and interpreting U.S. GAAP and regulatory accounting guidance. Support the drafting and maintenance of internal accounting policies and procedures. Analyze the accounting impact of new products, transactions, and regulatory changes. Prepare technical accounting memos and white papers under the guidance of senior team members. Collaborate with Finance, Risk, Legal, and business units to ensure consistent application of...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary This position will assist the SEC Reporting Team in preparing required periodic SEC Filings.  The Lead Accountant will have strong analytical skills and be able to work both independently and as a member of cross-functional teams. The Lead Accountant will demonstrate excellent communication, data gathering, analysis, reporting and process improvement skills. Essential Functions Assist in preparation of certain schedules and disclosures used in SEC reporting (10-Q and 10-K) Prepare quarterly earnings releases in collaboration with the Investor Relations department Prepares thorough documentation to support SEC accounting schedules and workpapers. Analyzes peer disclosures and identifies reporting trends and areas of improvement. Suggests enhancements in department processes and procedures to increase efficiency and/or improve customer service. Assists with various aspects of the yearly...

Location: 1301 Avenue of the Americas, New York New York Job Summary 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. Essential Functions 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...

Location: For Those Who Work At Home, Ohio Job Summary The Senior Auditor - Data Analytics (Consultant) will be responsible for the following: Leverage current and emerging enterprise technologies to progress RRG’s data analytics strategy to advanced stages of RRG’s maturity model. Leverage existing enterprise meta data repositories and assist in the development of RRG documentation on data sources to facilitate locating, accessing, understanding and analyzing data. Evaluate centralized and decentralized data sources and provide feedback to the Data Analytics Manager with supporting recommendations and implementation strategies. Partner with Key Technology & Operations personnel to identify efficient means of harvesting data for analysis as well as emerging tools and technologies. Thoroughly understand the objectives of audit teams to creatively identify/define analytics that can improve the efficiency and effectiveness of audits. Act as an internal...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Unique Assets team supports Key Private Bank, Wealth Management, and Institutional Advisors in the processing of non-marketable assets on the trust accounting system. The team works with Line of Business to ensure proper documentation is received for all requests. The team is responsible for daily processing of annuity contracts, certificate of deposits, liabilities, life insurance, loans, mortgages, promissory notes, real estate, liabilities, trust real estate, rentals, savings bonds, and tangible assets such as artwork, coins, jewelry, stamps, etc.  The Unique Assets team handles re-registering and deposit of closely held and DTC Physical certificates.  The specialists are responsible for working with the transfer agents and closely held companies. The team processes adjustments, free movement, payments, and trading....

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job As part of Key’s second line of defense Compliance Risk Management function, the Risk Evaluation and Assurance Program (the “REA Program”) has the responsibility for evaluating Key’s ongoing compliance with applicable laws and regulations through the execution of compliance monitoring and testing across Key’s lines of business, products, and functional activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key’s compliance with regulatory requirements and expectations. Individuals work both autonomously on assignments and in collaboration with other members of REA team on projects and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational processes, experience in testing/auditing, and a passion for continuous learning and...

Location: 127 Public Square - Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory • Senior...

Location: 225 Asylum Street, Suite 1910 - Hartford, Connecticut 06103 JOB BRIEF (PURPOSE) The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member of the KPB relationship management team, they represent the local / in market delivery for clients with appropriate revenue and advisory needs. The Fiduciary Strategist proactively collaborates with team members to build insights and solutions to attract, retain and grow client relationships. This role is entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk.  They advise clients in their book as well as those in their market in accordance high professional standards. In the course of serving clients, the Strategist identifies opportunities to protect, grow and transition family wealth.  They...

Location: 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462 Job Description The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the...

Location: 660 White Plains Road - Tarrytown, New York 10591 JOB BRIEF Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences.  Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients’ planning and personal goals.  This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. ESSENTIAL JOB FUNCTIONS Advisory Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors and modifies investment...

Location: 30100 Chagrin Blvd - Pepper Pike, Ohio 44124 Job Description ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary...

Location: 4910 Tiedeman Road - Brooklyn, Ohio 44144 Training: Will take place for the first 2-3 weeks and will require 4 days in office Hours: Monday-Friday 8:00am-5:00pm Job Status: Full-Time Mobile: 2 days in office and 3 days WFH ABOUT THE JOB (JOB BRIEF) The  Mutual Funds Receipts & Distributions Senior Specialist  helps manage the movement of mutual fund investments in, out, and between accounts at Key Bank. These accounts are part of Key Private Bank and Investment Advisory services. This job includes: Receiving mutual fund assets: Take action when new accounts are opened, making sure Mutual Fund assets are accurately receipted into trust accounts. Sending out mutual fund assets: Take action to send out Mutual Fund assets to contra firms and update the account records accordingly. Handling transfers between accounts: Take action to move Mutual Fund assets between trust accounts. Tracking and adjusting investment details:...

Location: 11501 Outlook Street - Overland Park, Kansas 66211 JOB DESCRIPTION Under the supervision of the department manager, this position is primarily responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for the assigned contracts. ESSENTIAL JOB FUNCTIONS Monitor the movement of funds to the correct PI/TI accounts via wire/book transfers, and process the remittance of principal, interest and other funds due to investors. Timely and accurately reconcile custodial bank accounts and clear outstanding items as required (daily/weekly/monthly) Understand and properly utilize current data reporting system(s) (RECWEB) Accurately gather, validate and deliver monthly files and reports to the trustee or owners/investors according to contractual obligations (i.e. CMSA standards or other reporting requirements). Calculate, verify/validate any and all fees and other critical amounts (i.e. disposition, workout,...

Location: 301 East Fourth Street - Cincinnati, Ohio 45202 JOB BRIEF (PURPOSE) • Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM • Serves as the primary point of contact for internal and external referrals for FW prospects • Has a command of the Family Wealth value proposition and family office capabilities • Responsible for revenue growth on the relationship • Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen • Responsible for the implementation of the targeted Family Wealth onboarding plan • Responsible for engaging senior leadership on the relationship • Leads the internal team and works closely with the Family Office Director to implement the client strategy • Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition.     ESSENTIAL JOB FUNCTIONS Advisory •...

Location: 127 Public Square - Cleveland, Ohio 44114 ABOUT THE JOB Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across multiple portfolios. ESSENTIAL JOB FUNCTIONS • Serves as a member of the Investment Management team assisting in the implementation of various strategies. • Responsible for assisting in the execution of the various strategies for Key Private Bank. • Executes trades for field Portfolio Managers. • Has discretion for execution of various trades. • Should be proficient in articulating the various strategies. • Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank to ensure various product offerings are meeting or exceeding expectations. • Solid...

Location: 200 Middle Street, Suite 301 - Portland, Maine 04101 JOB BRIEF (PURPOSE) Provide centralized portfolio management and advice to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS Client and Advisory Service Participates in relationship reviews as an Investment expert on high-net-worth teams. Identifies and prioritizes Investment and other opportunities to deepen relationships Understands and can discuss the KPB Value Proposition Serves as a trusted advisor to clients and prospects relative to their concerns around cash flow, asset growth, liquidity, income, and risk. Advises clients and internal coverage team of any identified issues and coordinates resolution. Manages a book of Investment accounts...

Location: 1301 Avenue of the Americas, New York New York Essential Job Functions: • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Industrials Group.  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.  • Analyzing the financial statements and operating metrics of public companies within the Industrials sector to generate industry insights.  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise.  • Developing a thorough understanding of the trends and competitive dynamics within the sector.  • Understanding the financial impact of decisions on the client's organization.  • Coordinating the appropriate organizational...

Location: 127 Public Square, Cleveland Ohio The Sr. Fiduciary Advisor is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net-worth greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk.  For Family Wealth legacy relationships, the Fiduciary Advisor serves as the primary point of contact and manages the day-to-day services and team interactions, in such cases, the role is responsible for the coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Asset Management Audit Manager, while under the general direction of senior management, will oversee the completion of the team's portion of the annual audit plan, and provide support during audit projects to project lead and staff. This individual will be responsible for managing audits focused on KeyBank’s Asset Management business, including wealth management, investment advisory, and fiduciary services. The Audit Manager will be responsible for the performance of their team, including the identification of major obstacles and efficiencies that can be created. As an Audit Manager you will also be responsible for coaching and developing staff members as well as contributing to the overall team initiatives. Additionally, the Audit Manager will be required to assist in the team's ongoing risk intelligence process, strategic initiatives and risk review related trainings. Responsibilities Demonstrate...

Location: 127 Public Square, Cleveland Ohio ABOUT THE JOB (JOB BRIEF):   Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:   Manages investment accounts of a large and complex nature with discretionary latitude for advising,...

Location: 1211 SW Fifth Avenue, Portland Oregon About the Job: This individual will work closely with the senior research professionals to assist in preparing and executing analyses of companies. Essential Job Functions: 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...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions. Essential Functions Build and maintain detailed financial models to support valuation and transaction analysis. Conduct company and industry research to support business development and deal execution. Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables. Analyze...