17 financial analyst jobs found in Cleveland

Location: 127 Public Square, Cleveland Ohio KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. About the Summer Analyst Program KBCM...

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 Position Summary The Capital Management group is seeking an intellectually curious and driven individual as a Lead Treasury Analyst to support various strategic and analytical objectives of the team. The Capital Management group within Corporate Treasury department is responsible for assessing the bank's capital adequacy, optimizing capital levels, and strategically managing capital consistent with desired target levels. The team is undergoing exciting enhancements to its analytical capabilities that support the capital planning and stress testing processes. The Lead Treasury Analyst will design and develop analytical tools, increase agility and automate stress testing processes, and contribute analysis supporting prudent capital management strategies while ensuring we meet risk management objectives and regulatory requirements. Core Responsibilities Capital Adequacy & Stress Testing Support the...

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: 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: 127 Public Square, Cleveland Ohio Location: Cleveland, OH or Buffalo NY; Cleveland OH, highly preferred. Hybrid Requirement (if within specific cities): Selected candidate resides in Key Bank footprint are expected to work on-site 3 days per week at the nearest KeyBank office (non-branch location). Required to sit in Eastern/Central time zones, working East coast hours. Open to remote when not located by Key Commercial offices Job Summary The Business Analytics Senior Associate applies advanced tools and technical expertise to deliver actionable insights that drive strategic decisions. By conducting complex analyses, mapping processes, and creating impactful data visualizations, they identify trends and recommend solutions to business challenges. The role involves direct collaboration with executive leadership across business units, technology, operations, and finance, ensuring clear and effective communication with all stakeholders. Success in...

Location: 127 Public Square, Cleveland Ohio Job Profile Summary Responsible for governing a team of underwriters as well as performing underwriting functions (player-coach).  As a player, supports the Business Development Officer (BDO) in conducting and producing an analysis of the prospect’s business, creates an approval package which includes financial modeling and structuring alternatives with recommendations to KBBC management team and ultimately to be used in seeking credit approval.  As a senior underwriter, strives to develop a “trusted advisor” relationship based upon knowledgeable advice and insights that is aligned with the Client’s’ or Prospect’s’ business or industry.   As a coach, oversees the prescreen and underwriting process as well as skill set development of each team player, assists as needed throughout the process and reviews all final packages.  As part of the first line of defense, underwriters are expected to consistently demonstrate a...

Location: 127 Public Square, Cleveland Ohio 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...

Location: 127 Public Square, Cleveland Ohio *** Vice President, Portfolio Management (Commercial) team is growing! *** Position will be hybrid 3+ if selected individual is within 30 miles of a Key Office (non-branch); Otherwise, position may be remote. Job Summary The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients...

Location: 100 Public Square, Cleveland Ohio Under some supervision, the Lead Quantitative Analytics Associate is primarily responsible for using statistics, advanced mathematical techniques, and/or computer science to validate predictive and machine-learning models for specific business needs. The Lead Quantitative Analytics Associate leverages advanced mathematical knowledge and analysis to provide solutions to predictive and prescriptive questions such as “What will happen next?” and “What will we do?”. Often large in scope, projects undertaken by the Lead Quantitative Analytics Associate involve self-directed data analysis and model validation in response to a problem statement proposed by a business partner. Success factors include timely and effective completion of tasks assigned by manager with manager and/or peer guidance; exercising functional knowledge in analytical programming languages, data literacy, and model validation; effective communication of insights 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: 127 Public Square, Cleveland Ohio Job Summary The Project Manager leads and supports a diverse portfolio of small to mid-size projects, which usually impact a Line of Business (LOB) and/or functional areas and assists with strategic process improvement initiatives across the Institutional Bank. The position takes projects from planning through final implementation using standard project management, change management, risk management, and process improvement methodologies and concepts. Enables process improvement, promotes technology-driven solutions, and assists with training and communication across Institutional Bank. This role requires a hands-on approach to defining and clarifying processes whenever ambiguity exists, ensuring project teams have clear direction and consistent execution standards. The role partners closely with business leaders, IT, and cross-functional teams while maintaining a trusted-advisor relationship with stakeholders. The role is...

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...

Location: 4910 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) Under manager’s supervision, the Senior Data Scientist is primarily responsible for conducting quantitative modeling and analytics of financial crimes. Leveraging both current and emerging technologies and applications, this role covers all key aspects of model development and analytics, i.e. data identification and gathering, methodology/technique selection, performance assessment, documentation, and ongoing monitoring. ESSENTIAL JOB FUNCTIONS Under manager’s oversight, perform a broad range of quantitative works, including model development and ad hoc analytics to address financial crime compliance needs in AML/BSA/OFAC Research, compile and evaluate large sets of data to assess quality and determine suitability for model building Develop/maintain internal models and test/configure vendor solutions to ensure conceptually sound design, proper implementation, and acceptable model...

Location: 127 Public Square, Cleveland Ohio Job Summary Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions. The individual will have strong working knowledge of investment banking principles. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Associates are not assigned new business responsibilities but will be an integral part of the deal team and may informally manage Analysts on the platform. Essential Functions Be a strong team member in support of business unit goals and objectives Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis Strong understanding of profitability components and investment banking deal mechanics Actively participate in client planning sessions. Research and analyze data, preparing and presenting...

Location: 127 Public Square, Cleveland Ohio 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 policies and/or...