Equity Research Associate - FinTech

Location:

1301 Avenue of the Americas - New York, New York 10019

• Job Description SummaryABOUT THE JOB (JOB BRIEF):
  This individual will work closely with senior research professionals to assist in preparing and executing analyses of industry groups, individual companies, and their securities.
  
  ESSENTIAL JOB FUNCTIONS:
  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.
  Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
  Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
  Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
  Maintaining company databases using spreadsheet and database software.
   

• About the Business:

  KeyBanc Capital Markets (KBCM), one of the nation’s leading providers of investment research, combines deep domain expertise with an interconnected research approach to identify dynamic companies capitalizing on opportunities in changing industries. By bringing multiple points of view to a company, industry and thematic shift, clients benefit through early identification, deeper insights and better investment decisions. Additionally, we go beyond traditional fundamental equity research, and augment our differentiated channel checks and industry contacts with deep quantitative analysis.

  Today, we cover more than 600 individual companies across industries including:

  Consumer & Retail | Healthcare | Industrial & Basic Materials | Oil & Gas | Real Estate | Utilities, Power & Renewables | Technology

  To learn more about our Equity Research team, click here.

  Primary responsibilities include:

  • Develop and apply expertise in the assigned sector.
  • Write research notes and synthesize key information using critical thinking, aligned with industry standards and benchmarks.
  • Analyze financial statements, SEC filings, supplemental financial data, and other relevant materials.
  • Build and maintain earnings models, identifying revenue and value-add drivers with a forward-looking perspective.
  • Communicate with internal and external clients, industry contacts, and company management teams regarding sector and stock insights.

  Responsibilities:

  • Collect, evaluate, and apply statistical and financial data related to the economy and financial markets, with a focus on common stocks in specific industries.
  • Analyze and synthesize research findings to identify trends and support investment decision-making.
  • Formulate and issue opinions and recommendations on securities and companies within assigned industry groups.
  • Prepare reports, recommendations, and statistical data, including financial modeling, to support the firm’s investment strategies.
  • Respond to inquiries from internal stakeholders regarding specific securities or industry sectors.
  • Contribute to firm publications and prepare special studies, models, forecasts, and presentations for internal and external use.
  • Conduct interviews with company executives and industry leaders to gather insights and maintain information sources.
  • Perform other duties as assigned, which may evolve over time.
  • Adhere to all KeyBank policies and procedures, including professional conduct, ethical business practices, and prioritizing client interests.

  Required Qualifications:

  • Bachelor’s degree in Finance, Accounting, or Economics.
  • CFA, CPA, or FINRA Series licenses is a plus.

  Experience Qualifications:

  • Candidate should possess strong skills in accounting, finance, quantitative analysis, business writing, modeling, forecasting, and valuation.
  • Proficiency in excel and a strong academic record are required.
  • Candida