29 jobs found in Morristown, NJ

Location: 1301 Avenue of the Americas, New York New York About the Job Provide general administrative support to a group of financial professionals to best leverage team’s time. Compile and analyze complex datasets to be submitted in a timely manner according to clients’ preferences. Assist in the flawless execution of analyst marketing events, Non-Deal Roadshows (NDR’s), client meetings, and conferences. Act as a point of contact for clients, visitors, and guests in the office. Responsibilities: Provide administrative support to the Sales and Sales Trading Team including, but not limited to: Coordinate travel Assist in entertainment arrangements for client events Manage expenses and accounting reports Track paid time off and submit reports Coordinate with Research and Corporate Access Teams on Analyst Marketing Events and Non-Deal Roadshows including, but not limited to: Ensure timely and accurate entry of all meetings booked into CRM...

Location: 1301 Avenue of the Americas, New York New York Job Summary An Analyst Trader, Institutional Fixed Income within KeyBanc Capital Markets ("KBCM") is a strong revenue-generating individual contributor on the fixed income trading platform. Under the guidance of the Desk Head and more senior traders, this individual is expected to begin to manage a profit and loss (P&L) statement and liaise with a multitude of internal and external parties including; investors, the KBCM salesforce, the originations team, and others. Essential Functions Manages P&L effectively – preserves and protects P&L in any market environment – has the ability to keep positions light if necessary Participate and lead show bids and offers whilst working with more senior traders Liases with salespeople and investors alike; showcasing a professional and calm demeanor in high pressure situations Engage investors through all available channels; in person, on zoom, or by phone...

Location: 1301 Avenue of the Americas, New York New York Job Summary Key Equipment Finance, a division of Key Bank National Association, provides tailored equipment lease and finance solutions for small-to-large commercial clients and government entities. Key Equipment Finance specializes in manufacturing, marine, transportation, renewable energy, and corporate aviation markets, as well as other capital assets. Additionally, Key Equipment Finance capital markets provides support for exposure management and sources additional liquidity for corporations looking to optimize their equipment finance administration. This position involves identifying, developing, and closing end-user-based equipment finance/lease transactions in a specific geography and/or territory. Target market to include companies with revenues sizes ranging from $10MM to $2B, middle market to small corporate. Industry focus to include Manufacturing, Retail, Wholesale, Transportation, Healthcare, Technology,...

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: 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: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients. Essential Functions Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions. Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions. Lead transaction execution across a variety of deal types including sell-side and buy-side M&A,...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role is ideal for professionals seeking a dynamic, team-oriented environment with significant responsibility and client exposure. Essential Functions Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals. Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses. Prepare client...

Location: 1301 Avenue of the Americas, New York New York 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 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...

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 The Senior FX Sales Representative works within Capital Markets and is responsible for driving foreign exchange sales revenue through high-quality client servicing, proactive business development, strong internal partnerships, and delivering on the full suite of KeyBank FX products. Essential Functions Demonstrate mastery of foreign exchange markets and products (including spot, forward, swaps, options, and cross-currency swaps) Provide clients with consultative FX risk management and payment solutions, including analytics, strategy, policy, hedging programs, hedge accounting, and transactional FX Direct effective onboarding, including documentation, credit lines, and platform setups Deliver excellence in customer service and trade execution Employ a strategic approach to business development using a structured sales management process Maintain a quality FX pipeline in Salesforce Organize and...

Location: 1301 Avenue of the Americas, New York New York Job Description KeyBanc Capital Markets is seeking a full-time investment banking Associate or Vice President to support the Asset Backed Securitization (ABS) Group in New York City.  About the Job Associates and VPs in KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis; industry research; transaction surveillance and the preparation of various presentations, spreadsheets and documents including descriptive memoranda, management presentations, and new business.  This individual will help to execute ABS transactions in a variety of consumer and commercial asset classes, including equipment leasing, venture debt, solar and consumer loans such as home improvement, recreational vehicles, marine and solar.  This will include daily interactions with other bankers and clients, institutional investors, rating agencies, attorneys and accountants. Associates...

Location: 1301 Avenue of the Americas, New York New York Job Summary Serves as the Relationship Manager and Financial Advisor to clients with complex needs, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including complex credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients with complex needs; functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused growth and business development effort by creating and maintaining a clear...

Location: 1301 Avenue of the Americas, New York New York Job Description Provide executive administrative support performing diverse administrative and clerical duties and anticipating the team’s needs.  Handles confidential information discreetly and professionally.  Responsible for calendar management, correspondence, expense reports, travel arrangements, and HR needs. Handles incoming inquiries, research and communicates in a professional and timely manner.  Responsible for meeting coordination, video conferencing and scheduling, and organizing proper room setup as needed.  Prepares materials for meetings as requested.  Coordinates various calendar events.  Perform duties in a professional manner that includes thorough planning and research to result in completed assignments of the highest quality.  Other duties/projects as requested.  Essential Job Functions Under general supervision, provides administrative support to the leadership team to include the...

Location: 1301 Avenue of the Americas, New York New York The Associate in KeyBanc Capital Markets’ (KBCM) actively work with industry bankers and product groups in cross-functional teams originating and executing a wide variety of advisory and public/private capital mandates.  Associates act as the primary day-to-day contact for execution support, including; financial statement analysis and model development, valuation analysis, industry research, and the preparation of various presentations and documents including information memorandums, management presentations, industry white papers, etc.  Associates play a central role coordinating the activities of all team members.  Primary responsibilities include supporting senior bankers in developing junior analysts and helping with special projects to further develop the practice.  An Associate in KBCM enjoys a unique developmental opportunity as junior bankers have the opportunity for far greater responsibility and recognition...

Location: 1301 Avenue of the Americas, New York New York Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's...

Location: 124 East 14th Street, Suite 1100, New York New York Location/Travel Hybrid – 124 14th Street Suite 1100, New York, NY (in office 3 days per week) Quarterly travel to Cleveland, Ohio required. Job Summary As a leader on the Specialty Design & Storytelling team within Key’s KeyXD group, the  Senior AI Systems Designer  is responsible for shaping how AI shows up across experiences at KeyBank—defining where AI should assist, where it should act, and how people stay meaningfully in the loop. In this role, you will help distinguish AI-enabled enhancements from truly AI-native experiences, define practical human-AI collaboration models, and turn emerging capabilities into clear product and service concepts. You’ll work hands-on with product, design, and business partners to develop experience artifacts such as strategic blueprints, operational workflows, and evaluation standards, while helping establish the governance frameworks needed to make AI...

Location: 1301 Avenue of the Americas, New York New York Cain Brothers – Healthcare M&A Investment Banking Associate We advise the interconnected healthcare industry with a holistic viewpoint, unrivaled expertise, and innovative strategic and financial solutions.  We offer a comprehensive range of investment banking services to meet the M&A, capital raising and strategic needs of our clients.   We focus on corporate and not-for-profit healthcare, have a deep understanding of all key sectors, long-term relationships with leaders of all key constituencies, and experienced senior bankers. Position Overview Associates provide day-to-day execution of investment banking mandates (merger & acquisitions, capital raising and strategic advisory assignments) as well as support sector coverage and business development.  Our bankers are engaged in industry verticals, including providers / services, payers, information technology, and life sciences / medtech....

Location: 93 N Middletown Rd, Pearl River New York 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. Essential Functions 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 conversations and complete...

Location: 660 White Plains Road, Tarrytown New York 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: 660 White Plains Road, Tarrytown New York Job Summary The Merchant Sales Advisor serves as an integral member of the Key Merchant Services sales teams in assigned districts and/or segments within Consumer Business Banking. With a focus on growing client relationships with payment and card processing needs, the Merchant Sales Advisor assists as part of the client's trusted advisor team for solutions in order to develop, manage, and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Essential Functions Acquire new merchant services relationships through prospecting external sources within the sales representative's assigned territory,...

Location: 660 White Plains Road, Tarrytown New York Job Summary The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant Services Core Business Banking sales teams in assigned districts. With a focus on growing client relationships with payment and card processing needs, the Business Advisor assists as part of the Core Business Banking client's trusted advisor team for solutions in order to develop, manage and retain profitable client relationships for clients with basic to moderately complex merchant needs. Provides recommendations and solutions to help ensure the team achieves their goals. Will resolve client issues and execute appropriate action to ensure client satisfaction. Partners with various functional groups and lines of business throughout the bank for growth opportunities. Responsibilities Acquires new merchant services relationships through prospecting external sources within the Core Business Banker's assigned territory,...

Location: 75 N Broadway - Tarrytown, New York 10591 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Lead Teller, you act as a resource in identifying and resolving client servicing issues, serve as the primary troubleshooter for complex problems and client service needs, and enhance client relationships with Key by providing distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the client experience and operational effectiveness and are responsible for day-to-day Teller scheduling, staffing issues, and branch compliance with regulatory, security, and internal audit controls. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...

Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally,...

Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...