KeyBanc Capital Markets (KBCM) is looking to solve the problem of providing deep domain expertise and interconnected research to identify dynamic companies capitalizing on opportunities in changing industries, and to support investment decision-making processes.
Requirements
- Proficiency in excel
- Strong academic record
- Experience working with Bloomberg, FactSet, Thomson Reuters, or CapIQ is a plus
- CFA, CPA, or FINRA Series licenses is a plus
- Strong skills in accounting, finance, quantitative analysis, business writing, modeling, forecasting, and valuation
- 1+ years of relevant experience (investment banking, equity research, or another analytical role)
- FINRA Series SIE, 7, 63, 86, 87 licenses
Responsibilities
- 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.
- Develop and apply expertise in the assigned sector.
- Build and maintain earnings models, identifying revenue and value-add drivers with a forward-looking perspective.
- Conduct interviews with company executives and industry leaders to gather insights and maintain information sources.
Other
- Bachelor’s degree in Finance, Accounting, or Economics
- Strong communications and interpersonal skills
- Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals
- Critical Thinking: The ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process
- Adaptability: Demonstrates a willingness to listen to other opinions and adjusts to new or changing assignments, processes, and people while avoiding snap reactions
