KeyBank Equity Research Associate in San Francisco, California
Equity Research AssociateinSan Francisco, CAatKey Bank- Corporate
Date Posted: 5/25/2020
Employee Type: Full-Time
Location: 1 California Street San Francisco, CA
Date Posted: 5/25/2020
Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.
Our goal is to be the best regional bank in the U.S. What that means is we put our clients needs first and take a customized approach to meeting those needs. At Key we ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.
ABOUT THE JOB (JOB BRIEF):
This individual will work closely with senior research professionals to assist in preparing and executing analyses of industry groups, individual companies, and their securities.
ESSENTIAL JOB 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 recommendations of the firm.
Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
Maintaining company databases using spreadsheet and database software.
Qualified candidates will possess a Bachelors degree in business, with a focus in accounting or finance. Successful candidates will have completed no less than 3 senior level accounting and/or financial analysis courses. Grade point average above 3.5 preferred. In addition, at least one year of experience in an analytical or financial role required. Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required. In addition, this individual must possess the ability to synthesize data and articulate findings through excellent presentation skills.
Employee will operate office equipment, secure supplies and files, communicate with customers and/or other employees and will be expected to move about the office location. Physical demands could involve any or all of the following: digital dexterity and hand/eye coordination in the operation of office equipment; light to moderate lifting and carrying of supplies, files, etc.; the ability to speak and hear customers and/or other employees via phone or in person; body motor skills sufficient to enable incumbent to move from one office location to another.
FLSA STATUS: Exempt
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.