Job Description

Location

127 Public Square, Cleveland Ohio

Job Summary

This Associate will be part of the Native American Financial Services team. Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions. The individual will have strong working knowledge of investment banking principles. They are responsible for performing industry research and preparing pitches, management presentations, and other written materials. Associates are not assigned new business responsibilities but will be an integral part of the deal team and may informally manage Analysts on the platform.

Essential Functions

Be a strong team member in support of business unit goals and objectives

Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis

Strong understanding of profitability components and investment banking deal mechanics

Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information

Focused on product transactions/executions in addition to sales originations

Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses

Possess a deep understanding of the financial impact of decisions on the client’s organization

Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills

Associates are typically not assigned new business responsibilities and have limited/no client contact

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 (preferred)

OR equivalent experience (required)

Work Experience

1+ years of investment banking experience (preferred)

Licenses and Certifications

FINRA License S79 within 1-1/2 Yrs (required)

FINRA License S63 within 1-1/2 Yrs (required)

FINRA License S52 within 1-1/2 Yrs (required)

Skills

Proficiency with Excel, PowerPoint, and Word

Good written and verbal communication skills

Applies investment banking principles to structure and execute public finance transactions

Supports clients with financial insights and recommendations

Assists in structuring and executing municipal and infrastructure debt deals

Understands financing mechanisms for public infrastructure projects

Builds and interprets models to support deal pricing and valuation

Projects financial outcomes to support client planning and transaction structuring

Applies knowledge of municipal markets and public sector financing tools

Prepares and reviews financial documents and summaries

Interprets financial data to support structuring and execution of deals

Collects and organizes data for internal and client-facing materials

Contributes to client planning sessions with analytical insights

Prioritizes client needs and delivers tailored solutions

Understands how financial decisions impact broader organizational and market systems

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.

Work Location Category

Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

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

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 05/06/2026

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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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 HR_Compliance@keybank.com.

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