Investment Banking Associate

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 offers a dynamic, team-oriented environment with significant responsibility and client exposure.

Essential Functions

Collaborate in office with investment bankers and product partners on M&A, corporate finance, and capital raising transactions through hands on engagement and real time strategy sessions.

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.

Contribute to the development and training of Analysts and interns.

Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.

Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice

Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education

Bachelor's Degree Finance, Econmics, or equivalent experience (preferred)

Master's Degree MBA or other advanced degree (preferred)

Work Experience

3+ years of experience in investment banking, corporate finance, or a related financial services role. (preferred)

Licenses and Certifications

FINRA Security Industry Essentials (SIE) (preferred)

FINRA License S7 (preferred)

FINRA License S79 (preferred)

FINRA License S63 (preferred)

Skills

Advanced proficiency in financial modeling, valuation, and financial statement analysis.

Experience supporting M&A, capital raising, and strategic advisory transactions.

Ability to interact professionally with clients and contribute to relationship development.

Proven ability to work effectively in a fast-paced, team-oriented environment.

Understanding of capital markets trends, deal structures, and regulatory considerations.

High level of accuracy and thoroughness in deliverables.

Ability to manage multiple projects and meet tight deadlines.

Skilled in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg, Capital IQ, and FactSet.

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Work Location Category

Hybrid (Sales)