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Equity Research Associate, Cleveland

KeyBank Cleveland Full-Time
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We are looking to hire a full-time Associate in Equity Research in Cleveland. We are looking for individuals who are highly self-motivated and diligent, with a strong foundation in accounting and finance, and interest/experience in energy markets – KeyBanc’s equity research team is a very well-established leader in small to mid-cap research and has a strong reputation for training associates and promoting from within, to senior roles. The associate team receives early grounds-up training on forecasting complex financial models and gets an opportunity to interact with coverage sector senior managements and key industry players.

We look for the following skill-sets in our ideal candidates:

  • Strong Organizational Capabilities: the role of a research associate requires the ability to filter/organize information efficiently and thoughtfully. We are looking for an individual who enjoys continuously improving information gathering and compilation techniques, as well as analyzing underlying data. The role is well suited for individuals who perform well under tight deadlines and pressure
  • Experience in Equity Markets/Investment Banking Preferred: ideally, we are looking for 1-3 years of experience in the equity research, investment banking; candidates with more experience are welcome to apply
  • Attention to Detail: work entails ability to process large amounts of data from SEC documents, databases, and company reports in an organized and timely fashion and with minimal errors
  • Familiarity with SEC Filings: a basic but solid understanding of 10Qs/10Ks is required, alongside an ability to discern basic accounting/financial ratios
  • Strong Accounting Background: at least some formal accounting academic training (BBA or accounting courses in school) is required, and preferably, 1-3 years of direct/indirect accounting experience as well
  • Forecasting/Software Skills: experience using excel to build and maintain financial models; a working knowledge of all MS Office applications is required
  • Ability to Communicate Effectively: strong written communication skills are required, as well as confidence around verbal articulation of a thesis

The E&P associate’s primary responsibilities include, but are not limited to:
  • Creating and maintaining earnings models, databases, to value companies under coverage
  • Assisting in the writing and publication of research notes on covered companies, industry and subsector reports, as well as initiations of coverage
  • Interacting with institutional investors, handling inbound requests and speaking to investors about models and stock coverage universe
  • Maintaining a working knowledge of the industry by keeping abreast of industry and company-specific news, including trends and data surrounding economics, fed policy, and other factors that may impact the industry
  • Interacting with investor relations and management of companies under coverage
  • Interacting with internal sales and trading

Hands-on Training
We provide hands-on training under the supervision of our senior analysts, as well through our broader associate development program, which include mentoring, CFA certification financing and new technology/data-oriented training initiatives. Training is also provided through exposure/interactions with senior managements, as well as learning through trade shows/industry conferences and events


KeyCorp is an Equal Opportunity and Affirmative Action Employer Min/Fem/Vet/Disabled

Skills required

Corporate Finance
Financial Accounting
Financial Statement Analysis
Management Accounting
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Job ID: 35672BR


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Headquartered in Cleveland, Ohio, KeyCorp (Key) is one of the nation’s largest financial services companies. Key provides investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

Our goal is to be the best regional bank in the U.S. What that means is we put our clients’ needs first and take a customized approach to meeting those needs. At Key we’ve made a promise to our clients that they will always have a champion in us. To deliver on that promise, we’re committed to building a team of engaged employees who do the right thing for our clients and help them achieve their financial goals each and every day.

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