26 financial analyst jobs found

Location: 36 South State Street, Salt Lake City Utah Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning...

Location: 1301 Avenue of the Americas, New York New York This position is Hybrid 3 days in office. Location is either New York, NY or Hudson Valley, NY depending on selected individuals' location. Job Summary The Commercial Analyst functions as part of a relationship team and works collaboratively to support sales and credit functions of the bank. Core responsibilities include working with relationship managers to create pitch materials for prospects and managing all functions of the lending process for relationships less than $10 million in credit commitments. This includes sales team support, client due diligence and managing the credit approval process to ensure timeliness, quality and the data integrity of all documentation and system of record information. Responsibilities Work closely with relationship managers, loan closers, and underwriters to identify and respond to client requirements as a member of the deal team for credit commitments less than $10...

Location: 100 Public Square, Cleveland Ohio Job Summary  Reporting to the Senior Manager, ALM Data & Analytics, the candidate is responsible for the data management and analysis surrounding Asset Liability Management (ALM).  The successful candidate should have database querying and data transformation expertise and experience dealing with complex and large data sets from multiple sources. The candidate will develop deep understanding of the ALM framework and should have working knowledge of ALM concepts such as liquidity, interest rate risk (IRR) and/or funds transfer pricing (FTP). This role will provide the analyst with comprehensive exposure to the different functions of interest rate risk such as scenario analysis and modeling. This position requires strong analytical skills, attention to detail and strong collaboration and problem-solving across Finance, various Lines of Business (LOB), Finance Division’s Financial Planning and Analysis (FP&A) Finance...

Location: 8117 Preston Road, Suite 400, Dallas Texas JOB SUMMARY Support Affordable Housing Mortgage Bankers in securing and processing all potential loans (both agency and non-agency execution).   Work in collaboration with Mortgage Bankers to assist in deepening relationships with current and prospective new clients to establish rapport with Principals and their staff. Coordinate with internal Underwriters and Closers to identify and work through issues that may arise during the due diligence, underwriting, and closing processes. ESSENTIAL JOB FUNCTIONS The Sr. Analyst will provide detailed  quantative and qualitative support to the Affordable Housing Mortgage Bankers. The following is a summary of essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. •    The position will support the Affordable Housing Mortgage Bankers in all inspections of loan origination, (agency, FHA, and private placement...

Location: 1301 Avenue of the Americas, New York New York The Analyst will provide support to the Regional Manager and Multifamily Mortgage Bankers in reviewing and processing loan requests. ESSENTIAL JOB FUNCTIONS This position works closely with Mortgage Bankers to provide loan origination and deal structuring support for Relationship Managers, correspondent lenders and mortgage brokers within a defined territory.  Develop detailed working knowledge of underwriting parameters and requirements of all permanent lending products.  Model loan submissions in order to determine the viability of loan requests. This function will include direct communication with borrowers, Relationship Managers, and mortgage brokers.  Work with Mortgage Bankers to determine loan sizing and pricing for all permanent loan programs including Fannie Mae, Freddie Mac, FHA, CMBS, Life Companies and Debt Funds.  Other functions include preparing loan submissions for these third-party capital lending...

Location: 1 California Street, San Francisco California We are currently looking to add a Corporate Banking Associate to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.   Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc.  Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.   ESSENTIAL JOB FUNCTIONS:  ·        Work with corporate bankers and investment bankers and product partners on strategic corporate...

Location: 1 California Street, San Francisco California   We are currently looking to add a Corporate Banking Analyst to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.   Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc.  Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.   ESSENTIAL JOB FUNCTIONS:  ·        Work with corporate bankers and investment bankers and product partners on strategic corporate...

Location: 127 Public Square, Cleveland Ohio Job Summary 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. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for 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...

Location: 127 Public Square, Cleveland Ohio 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 financial...

Location: 1 California Street, San Francisco California Job Summary 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. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for 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...

Location: For Those Who Work At Home, New York ***THE APPLICANT SHOULD RESIDE IN HUDSON VALLEY IN NEW YORK FOR FURTHER CONSIDERATION*** Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions Maintain and manage an assigned client portfolio of...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE ROLE This position is a strategic corporate finance role, supporting KeyCorp’s overall financial performance, with responsibility to help drive the financial performance of the Institutional Bank Line of Business (LOB), specifically KeyBanc Capital Markets' (KBCM) Sales & Trading businesses. This role provides critical financial management, forecasting, and strategic analysis support for the Finance team to craft the financial performance narrative of the business and how it contributes to KeyCorp’s financial results and strategy. Strong partnering skills and effective communication are essential, as this individual will work closely with senior leaders across the Line of Business, Finance, and other relevant stakeholders. The ideal candidate must be comfortable working in a fast-paced and dynamic environment with the ability to provide solutions and analysis with limited direction. ESSENTIAL JOB FUNCTIONS...

Location: For Those Who Work At Home, Maine Job Summary The Dealer Relationship Manager III is responsible for developing, managing, and expanding a large portfolio of wholesale commercial credit products for automotive dealers, serving as a trusted advisor and industry expert. This role leads in business development, credit structuring, and performs risk management efforts, while collaborating with internal partners to deliver tailored financial solutions, ensure compliance, and drive long-term client growth and profitability. **Candidate must reside in the New England market, in order to cover clients in Maine.** Essential Functions Develop, expand and manage portfolios of wholesale commercial credit products to automotive dealers. Serves as trusted advisor to auto dealer clients and prospects functioning as the dealer finance industry expert. Possesses firm understanding of industry-specific commercial lending products, including floor plan, real estate and...

Location: 127 Public Square, Cleveland Ohio Job Summary The Senior Vice President, Portfolio Management – Functional Lead (SVP PM – Functional Lead) is a senior‑level individual contributor within the Banking Group Portfolio Management (BGPM) team. This role is responsible for leading Commercial and Industrial (C&I) underwriting for complex, high‑value corporate credit transactions, with a primary focus on the upper end of the middle market, while serving as a senior technical expert and on‑the‑job coach to Portfolio Managers (PMs) across experience levels. This role will specifically support a regional Commercial Portfolio Management team focused on the West Region. As such, the SVP PM – Functional Lead is expected to bring a strong understanding of regional dynamics, client needs, and market practices relevant to West Region commercial clients. The role requires flexibility and availability to work effectively across U.S. time zones in order to support deal...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary As an Agile Product Owner for our Fraud Product, Change, and Project Management Team, you will partner across our Fraud Solutions, Technology, Operations, and Line of Business (LOB) teams as we implement and operate best-in-class enterprise-wide fraud solutions. This role will be responsible for managing the Fraud Technology intake, backlog, sprint and quarterly priorities, and Product Owner Project Management for Enterprise Fraud Services (EFS) with a primary focus on supporting our Fraud Case Management Platforms. We are currently seeking a skilled individual who is capable of supporting our existing platform and ensuring the platform runs effectively day to day, while also being able to support future readywork as we move to an upgraded Fraud Case Management Platform. The ideal candidate will have the ability to present and lead data-driven strategies in order to effectively execute the product roadmap for this...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

Location: For Those Who Work At Home, New York ***THE INCUMBENT WILL SUPPORT CLIENTS IN THE CENTRAL NY OR CAPITAL REGION AND THEREFORE MUST RESIDE WITHIN THESE REGIONS TO BE CONSIDERED*** Job Summary The Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting a broad array of financial products and services, providing pertinent financial information to clients and identifying/referring cross-marketing opportunities to meet the clients' need and become their trusted advisor. They develop strategic relationships with Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience and increase client engagement and retention. The Business Banking Virtual RM actively engages partners to mitigate client run off within portfolio. Essential Functions...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB BRIEF (PURPOSE) As part of the Risk Modeling Enablement team within Finance, responsibilities for this position include, but are not limited to: Supporting the implementation, testing, documentation, and on-going validation of credit loss forecasting models for use in CECL Allowance and Capital Stress Testing Coordinating with Lines of Business, Data Owners, Risk Management, and Key Technology, Operations, and Services (KTOS) to ensure alignment with all activities impacting credit loss models Creating and/or maintaining production environments for ongoing credit loss forecasting, including creation of process controls Working both independently and as part of cross-functional teams to perform business, data, and application analysis to implement business requirements on a variety of reporting needs and strategic project initiatives This role requires developing close relationships with the model development and...

Location: 127 Public Square, Cleveland Ohio Job Summary 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. Analysts are not assigned new business responsibilities. Essential Functions Team member in support of business unit goals and objectives Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for 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...

Location: 100 Cushman Street, Fairbanks Alaska Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness...

Location: 102 E Yakima Avenue, Yakima Washington Job Description Preview Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness...

Location: 127 Public Square, Cleveland Ohio Job Summary The Vice President, Public Sector will provide day-to-day execution of investment banking mandates (Debt Capital Markets and Public Finance opportunities) as well as support new business development initiatives. Essential Functions Revenue generation based on existing or new clients Leading teams of Associates and Analysts in the provision of financing 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 Public Finance Group Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses Analyzing the financial statements and operating metrics within KBCM’s Public Finance focus sectors to generate industry insights Developing a thorough understanding of the trends and competitive dynamics within the sector Understanding the financial impact of...

Location: 127 Public Square, Cleveland Ohio ABOUT THE BUSINESS: Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development projects in urban and rural communities across all 50 states via direct and indirect debt and equity investments. Affordable housing owner-operators and developers looking to build, acquire and preserve affordable housing come to us because we know how to move complicated deals over the finish line. Our clients leverage Key’s broad, fully integrated platform. In addition, we can help assemble innovative and complex financing in conjunction with multiple for-profit, nonprofit and government entities. Helping communities thrive is more than our business, it’s our mission. ABOUT THE JOB: Community Development Lending and Investments (CDLI) is seeking a self-starting manager to play a critical role in achieving KeyBank’s goal of supporting affordable housing...