Industrial Equity Research Associate

KeyBank; Cleveland (OH); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank is seeking an Associate in Equity Research - Industrials to support senior analysts in analyzing industrials and related securities. The role involves collecting financial data, building and evaluating models, and preparing investment opinions and publications for internal and client use.

The candidate will conduct independent research, use market data platforms such as Bloomberg and CapIQ, and collaborate with sales and syndicate teams.

Qualifications

• Bachelor’s degree in business, accounting, finance, or related field (required).
• 1+ years of experience in an analytical or financial role (required).
• FINRA Series SIE, 7, 63, 86, 87 licenses required.

Responsibilities

• Collect, evaluate, and apply financial data on economy and markets for researching stocks within industries.
• Analyze and synthesize data; present trends and investment opportunities.
• Formulate opinions and recommendations on securities within industry groups.
• Prepare reports and models for investment policy decisions and firm publications.
• Answer inquiries from firm personnel regarding securities or industry groups.
• Prepare and disseminate studies and forecasts for syndicate or investment banking teams.
• Interview executives to develop sources for analyses.
• Maintain company databases using spreadsheets and database software.

Skills

Oral and written communication

Financial modeling

Equity research platforms

Data analysis

Excel and Access

Market dynamics knowledge

Presentation skills

Education

Bachelor’s degree in business, accounting, finance or related field

3 senior level accounting/financial analysis courses

Tools

Bloomberg

CapIQ

Microsoft Excel

Microsoft Access

Job description

KeyBank is seeking an Associate in Equity Research - Industrials to support senior analysts in analyzing industrials and related securities. The role involves collecting financial data, building and evaluating models, and preparing investment opinions and publications for internal and client use.

The candidate will conduct independent research, use market data platforms such as Bloomberg and CapIQ, and collaborate with sales and syndicate teams.