Investment Banking Associate, Industrials

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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 presentations, pitch books, confidential information memoranda, and other transaction-related materials.
• Conduct industry and company-specific research to support business development and transaction execution.
• Participate in due diligence, client meetings, negotiations, and transaction closings.
• Collaborate with internal teams including product partners, legal, compliance, and risk to ensure seamless execution.
• Contribute to the development and training of Analysts and interns.
• Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.

Education

• Bachelor's degree in Finance, Economics, Accounting, or a related field required (or equivalent work experience).
• MBA or other advanced degree preferred.

Work Experience

• Minimum of 3 years of experience in investment banking, corporate finance, or a related financial services role.

Certifications & Licenses

• FINRA Series SIE, 7, 79, and 63 preferred (or willingness to obtain within a specified timeframe).

Skills

• Financial Analysis:Advanced proficiency in financial modeling, valuation, and financial statement analysis.
• Transaction Execution:Experience supporting M&A, capital raising, and strategic advisory transactions.
• Client Engagement:Ability to interact professionally with clients and contribute to relationship development.
• Communication:Strong written and verbal communication skills, including presentation development.
• Team Collaboration:Proven ability to work effectively in a fast-paced, team-oriented environment.
• Market Insight:Understanding of capital markets trends, deal structures, and regulatory considerations.
• Attention to Detail:High level of accuracy and thoroughness in deliverables.
• Time Management:Ability to manage multiple projects and meet tight deadlines.
• Technology Proficiency:Skilled in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg, Capital IQ, and FactSet.

Physical Demands

• Prolonged sitting, frequent use of computer and phone, ability to communicate effectively in person and virtually, occasional lifting of materials up to 40 lbs.

Travel/Driving Requirements

• Travel required for client meetings, roadshows, and industry events.

COMPENSATION AND BENEFITS

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Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.