4 jobs found

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: 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: 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: 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...