Investment Banking Analyst, Financial Sponsors

Location:

Job Summary
KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions.

Essential Functions

• Build and maintain detailed financial models to support valuation and transaction analysis.
• Conduct company and industry research to support business development and deal execution.
• Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables.
• Analyze financial statements and assess company performance and valuation metrics.
• Support due diligence processes and assist in coordinating transaction execution.
• Collaborate in office with Associates, Vice Presidents, and Managing Directors across industry and product teams.
• Attend and actively participate in in-person team meetings, client presentations, and strategy sessions with senior bankers, fostering a collaborative office environment that enhances communication, learning, and execution effectiveness.
• Uphold firm policies and compliance 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 in Finance, Economics, Accounting, or a related field required or equivalent experience. (required)

Work Experience

• 1+ years of experience in investment banking, corporate finance, or a related financial services role (preferred)
• Investment Banking or high finance internship(s) (preferred)

Licenses and Certifications

• FINRA Security Industry Essentials (SIE) (preferred)
• FINRA License S79 (preferred)
• FINRA License S63 (preferred)

Skills

• Strong proficiency in Excel-based modeling and valuation techniques.
• Ability to interpret financial data and market trends to support strategic recommendations.
• Skilled in gathering and synthesizing information into clear, client-ready materials.
• Effective verbal and written communication skills.
• Ability to work effectively in a team-oriented, high-pressure environment.
• High level of accuracy and thoroughness in all work products.
• Capable of managing multiple tasks and meeting tight deadlines.
• Familiarity with Microsoft Office Suite and financial databases such as Bloomberg, Capital IQ, and FactSet.
• Comfortable working in a fast-paced, evolving environment with shifting priorities.
• Demonstrates maturity, discretion, and sound judgment in client and team interactions.
• Self-starter with a strong work ethic and a proactive approach to learning and problem-solving.
• Committed to delivering high-quality service and building long-term client relationships.

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

• Occasional travel to include overnight stay.

Work Location Category

• New York City

COMPENSATION AND BENEFITS

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.

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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