Equity Research Associate

Location:
1211 SW Fifth Avenue - Portland, Oregon 97204
Title: Equity Research Associate
Location: Portland
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
About the Job:
This individual will work closely with the senior research professionals to assist in preparing and executing analyses of a given list of companies.
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.

Required Qualifications:

• Mandarin, Cantonese, or Chinese speaking is preferred
• Qualified candidates will possess a bachelor's degree (preferred focus in business, accounting or finance)
  
  • Completed no less than 3 senior level accounting and/or financial analysis courses.
• One year of experience in an analytical or financial role
• Corporate financial modeling experience
• Strong oral and written communication skills, research skills, and the ability to organize, analyze, and interpret data, as well as proficiency with Microsoft Excel and Access also required.
• Clear interest in financial markets
• Ability to synthesize data and articulate findings through excellent presentation skills.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $85,000 to $150,000 annually depending on location and job-related factors such as level of experience, education, licenses, and certifications. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 05/03/2024
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.
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.