25 senior finance associate jobs found

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Data & Business Intelligence Senior Associate enables informed business decisions by translating data into meaningful insights that drive operational efficiency, risk management, and growth within the Wealth organization at KeyBank. This role partners closely with business leaders, analytics teams, and technology partners to identify opportunities, address performance gaps, and support enterprise priorities through high‑quality data, analysis, and reporting. The Senior Associate ensures data reliability and consistency by supporting enterprise data quality standards and contributes to the evolution of analytics and AI capabilities that improve how the organization uses information. Through clear communication, impactful storytelling, and effective coordination of work within the team, this role helps deliver trusted, actionable insights while providing guidance and mentorship to junior team members....

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary This job reports up through Banking Group Portfolio Management (BGPM). BGPM is responsible for underwriting new loan opportunities and managing a portfolio of loans in the following industry and business segments: Energy, Leveraged Finance, Healthcare, Asset Based Lending, Diversified, Middle Market (including Agribusiness), Business Banking, Private Banking, Small Business and SBA. This particular position will be primarily focused on underwriting SBA guaranteed loans. The Credit Associate 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 Credit Associate assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for...

Location: 127 Public Square, Cleveland Ohio Job Summary KeyBank is seeking a highly analytical and results‑driven Senior Associate to join our Commercial Analytics team. This role partners closely with Commercial Banking leadership to deliver actionable ‘executive‑ready’ insights that improve business performance and strengthen a data‑driven culture.  Success in this role depends on strong business judgment, relationship building, critical thinking, and the ability to communicate effectively with senior leaders. This position is well suited for a curious, resourceful professional who enjoys solving complex problems and driving measurable impact through analytics. Essential Functions Portfolio Insights : Own product‑level, driver‑based forecasting tools; monitor actual vs. expected and benchmark performance; proactively identify decision‑strategy gaps; partner cross‑functionally to enhance strategy; maintain awareness of product strategy, competitors, and industry...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Client Service Associate (Sr. CSA) has responsibility for supporting Lead Institutional Advisors Regional Consultants and Consultants while managing an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services, and partners across teams to resolve client issues. Experienced in ERISA, compliance, reporting, trust and custody, investment management, and nonprofit services, with a strong focus on client satisfaction, relationship retention, and process improvement. ESSENTIAL JOB FUNCTIONS Partner closely with a Lead Institutional Advisor/Regional Consultant/Consultant to service and oversee an assigned portfolio of institutional accounts, ensuring timely and accurate execution of client‑directed trades, transactions, and required financial reporting. Demonstrate strong working knowledge of...

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...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Senior Compliance Associate manages the Second Line of Defense (2LOD) compliance oversight of Key Bank Integrated Payments and Embedded Banking products, services, and merchant customers to ensure program adherence to company standards and regulatory requirements. This role is a vital member of a team in Financial Crimes Risk Management supporting higher risk complex product offerings in Key Enterprise Payments.  Job Description The Sr Compliance Associate sits in the second line of defense and is expected to work independently to resolve complex problems and advise others as a subject matter expert.                 Essential Functions Conduct analysis of control effectiveness across the ISO/Payfac portfolio through targeted testing, monitoring metrics, and inquiry and escalate issues as necessary. Perform oversight of first line due diligence and shadow monitoring processes.  Work with the...

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 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...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: Monday- Friday from 8:00am-5:00pm Location: This is a hybrid opportunity requiring 2 days in office each week 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...

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: 127 Public Square, Cleveland Ohio Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance.  This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts.  Essential Job Functions  Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees...

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 and operational risk monitoring and testing across Key’s lines of business, products, and functional activities. Individuals in this role assist in the design and execution of operational risk testing and continuous monitoring. 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 consumer finance operations and products, experience in testing/auditing, and a passion for continuous learning and challenging the status quo. Essential Job Functions Serve on a team of risk evaluation and assurance professionals, working...

Location: 127 Public Square, Cleveland Ohio Market & Treasury Risk Management (MTRM) team, under the guidance of the Chief Market & Treasury Risk Officer, within the Risk Management organization is responsible for the second line of defense independent risk management for the market risk (banking book and trading book), liquidity risk and capital. MTRM oversees interest rate risk (IRR), liquidity risk, investment portfolio, derivatives hedging portfolio, and capital management activities. The team performs a broad range of analysis and provides independent perspective for business activities and strategies.  The individual in this role will report to the Sr. Director – Head of Capital and Liquidity Risk Oversight. The incumbent is responsible for providing leadership, governance, and independent oversight of the firm’s capital adequacy, capital planning, stress testing, risk weighted assets (RWA) and capital risk management activities. This role ensures compliance...

Location: 895 Central Avenue, Cincinnati Ohio Location : This is a FULLY ONSITE position at our Cincinnati location. Hours : Monday-Friday 7:00am-3:30pm Job Brief Under limited supervision, the Senior Specialist is primarily focused on execution of complex processing, operational and/or administrative work following defined and sometimes undefined procedures.  The Senior Specialist is responsible for following established guidelines to identify and resolve problems, escalating issues as needed, and contributing to workflow or process change and redesign.  Individuals in this position should form a strong understanding of the specific product or process they are working with .  Essential job duties This role covers a combination of staff within the areas of credit cards, retail banking, small business banking, consumer lending, mortgage banking, collections, recovery, origination, or auto finance and cover a broad range of responsibilities and duties With...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job Reporting to the Director of Cybersecurity Risk Oversight, the Sr. Cybersecurity Risk Oversight Professional is a 2nd Line of Defense risk management position that provides independent oversight and Risk Management subject matter expertise to 1st Line of Defense Business units and their corresponding Business Risk and Control Analysts.   This position is responsible for Operational Risk oversight of the Key Technology and Operations Services line of business, as well as technology and information security risk oversight for areas of the enterprise that manage technology. As part of this oversight role, experience with cybersecurity domains, operations, architecture, governance, information security, and the ability to leverage that experience to identify material risks, provide credible challenge and assist in developing effective mitigation strategies. Essential Functions Evaluate risk and control...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job Reporting to the Director of Finance Operational Risk Management Oversight, this 2nd Line of Defense role will be responsible for performing appropriate oversight of the applicable lines of business to drive assurance that Key remains compliant with all applicable laws, regulations, and within operational risk appetite. The role will be required to provide advice, consultation services and if needed, training to assigned lines of business (LOBs) on operational risk program management topics, including all activities associated with LOBs risks, controls, testing, remediation, loss analysis, key risk indicators, reporting, policy and procedure development. The senior officer will be required to perform oversight activities and will assume responsibility for discouraging actions that may expose KeyCorp and its affiliates to losses, regulatory or reputation risks, or to risk levels that exceed desired risk appetite...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: This position is Mobile by Design (Hybrid) in Brooklyn, OH or Amherst, NY - working two days in office a week Training: 100% on-site for the first 6 weeks Hours: Monday-Friday 8:00am-5:00pm, Rotate 11:00am-7:30 pm shift 2x/month, 8:00-6:00pm on first and last day of month Position Summary The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.     Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike. Under moderate supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex...

Location: 127 Public Square, Cleveland Ohio 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 with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners...

Location: 4910 Tiedeman Road, Brooklyn Ohio Position Location Policy General Location: Open to candidates within the United States. Hybrid Requirement (if within specific cities): If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 2 days per week at the nearest KeyBank non-branch location. Remote Option: If the selected candidate lives outside of KeyBank’s geographic footprint, the position will be considered fully remote. Available to those residing in the United States. About the Job (Job Brief) Commercial Onboarding and Servicing (COS) is an organization focused on delivering the highest level of service and support to KeyBank Commercial Clients.  Within COS, the Onboarding Group is dedicated to providing post-sales solutioning, project management, implementation, and training to those commercial clients establishing new relationships with KeyBank or adding new services to existing...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: 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, planning and executing...

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...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

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...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...