Associate, Equity Research - Software

KeyBank; New York (NY); On-site; USD 85,000 - 150,000; Full time

Job summary

A leading company in banking is seeking an Equity Research Associate in New York. The role involves detailed financial analysis, preparing reports, and making recommendations based on statistical data. Ideal candidates will possess a bachelor’s degree and experience in financial analysis, with a strong interest in financial markets.

Qualifications

• Completed no less than 3 senior level accounting and/or financial analysis courses.
• One year of experience in an analytical or financial role.
• Corporate financial modeling experience.

Responsibilities

• Collecting, evaluating, and applying statistical and financial data.
• Preparing reports and recommendations for investment decisions.
• Interviewing company executives to develop sources of information.

Skills

Analytical skills

Research skills

Presentation skills

Communication skills

Education

Bachelor's degree (preferred focus in business, accounting or finance)

Tools

Microsoft Excel

Microsoft Access

Job description

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Location:

1301 Avenue of the Americas - New York, New York 10019

Location:

1301 Avenue of the Americas - New York, New York 10019

About the Job:

This individual will work closely with the senior research professionals to assist in preparing and executing analyses of companies.

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.
  
  
  

Required Qualifications:

• Qualified candidates will possess a bachelor’s degree (preferred focus in business, accounting or finance)
• Completed no less than 3 senior level accounting and/or financial analysis courses.
• One year of experience in an analytical or financial role
• Corporate financial modeling experience
• 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.
• Clear interest in financial markets
• Ability to synthesize data and articulate findings through excellent presentation skills.
  
  

Compensation And Benefits

• This position is eligible to earn a base salary in the range of $85,000 to $150,000 annually depending on location and job-related factors such as level of experience, education, licenses, and certifications. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
  
  
  

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

Job Posting Expiration Date: 07/01/2025 KeyCorp is an Equal Opportunity Employer committed to 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.

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 [e-mail].

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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