KeyBank

Investment Banking Associate, Public Finance - Affordable Housing

KeyBank • $96K — $181K *
New York, NY 10025In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 5 days ago
Job Overview by Ladders

Qualifications

  • Bachelor's Degree or equivalent experience required
  • 1+ years of investment banking experience preferred
  • FINRA License S79, S63, and S52 to be obtained within 1.5 years required
  • Proficiency in Excel, PowerPoint, and Word required
  • Good written and verbal communication skills necessary

Responsibilities

  • Support business unit goals and objectives as a strong team member
  • Analyze, structure, and execute transactions focusing on technical analysis
  • Conduct industry research and prepare analytical presentations for clients
  • Manage comprehensive financial modeling and valuation analyses tasks
  • Partner with team members to develop pitches and management presentations

Benefits

  • Flexible work options with a hybrid work model
  • Comprehensive health benefits and employee resources
  • Opportunities for professional development and growth
  • Inclusive culture with equal opportunity for all candidates
  • Eligible for performance-based incentive compensation
Full Job Description
Location:
127 Public Square, Cleveland Ohio

Job Summary
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: 09/01/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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