KeyBank

KPB Sr Research Analyst

KeyBank • $71K — $125K *
Saline, MI 48176In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 3-5 years of relevant investment experience
  • Proficiency in Microsoft Office Suite
  • Familiarity with Bloomberg, AlphaSense, and S&P Capital IQ Pro
  • Ability to thrive in a fast-paced, market-driven environment
  • Excellent communication skills, both verbal and written
  • Strong commitment to learning and developing professional relationships

Responsibilities

  • Support senior Equity team members and advise client portfolio managers
  • Conduct investment research on equity securities and review sell-side reports
  • Create financial models and prepare valuation reports
  • Participate in calls and presentations from analysts and corporate management
  • Analyze macro, industry, and company data to spot trends
  • Document communication regarding investment decisions clearly
  • Participate in the preparation of marketing materials

Benefits

  • Flexible work options to support in-office and mobile work
  • Opportunities for incentive compensation including production and discretionary bonuses
  • Access to professional development and training resources
  • Encouragement to grow professional networks and relationships
  • Supportive team environment facilitating information sharing
Full Job Description

Location:

100 W Michigan Avenue, Saline Michigan

ABOUT THE JOB (JOB BRIEF)

The Senior Research Analyst has an integral role in supporting the efforts of senior Equity team members, as well as advising client portfolio managers and traders. This includes the entire range of research skills such as screening new ideas, modeling potential outcomes, and challenging team members in a professional manner. Responsibilities will include conducting investment research on equity securities including reading and reviewing sell-side research reports and company filings, as well as interacting with both sell-side analysts and corporate management; creating models/spreadsheets and assisting in preparing valuation and screening reports; participating in the preparation of market commentaries; maintaining a number of proprietary lists of securities; supporting requests for information from client portfolio managers; and other projects/responsibilities as determined by the Managing Director or Director(s). Additionally, the Senior Research Analyst will have demonstrated the ability to identify relative value in the markets and to provide investment guidance based on a thorough review of financial documents relating to securities being offered or when quarterly financial statements are released. The Senior Research Analyst will work to establish a network of professional contacts relating to the companies that are associated with their sector assignments.

ESSENTIAL JOB FUNCTIONS
  • Gain a working understanding of the applicable accounting practices utilized in the performance of reviewing financial statements – including corporations, financial institutions and municipal entities – per assignment by the Managing Director or Director(s)
  • Provide adequate and timely due diligence prior to the implementation of any investment under consideration by either the Investment Research or portfolio management teams. The response time by the analyst is market sensitive.
  • Apply knowledge of mathematics and statistics in the performance of research duties with a working understanding of regression analysis and basic statistical methods.
  • Participate in conference calls conducted by both sell-side analysts and subscribed third-party research service providers, as well as presentations provided by corporate management teams of companies being considered for purchase or already held on the investment platform.
  • Demonstrate proficiency in Microsoft Office Suite, with an emphasis on Word and Excel in daily activities, as well as the ability to use Bloomberg, AlphaSense, and S&P Capital IQ Pro.
  • Prepare and apply financial forecasts, comparable company analyses and relative valuation models to identify opportunities.
  • Prepare and participate in presentations to investment strategy teams and clients as required.
  • Clearly document written and oral communication flow related to both opportunities and concerns with investment decisions.
  • Complete special projects and other duties as assigned by the Managing Director or Director(s)
  • Assist in gathering and analyzing macro, industry, and company level data to identify trends in order to develop market views of fundamentals and evaluate opportunities and risks.
  • Produce timely and relevant research on specific companies, general trends, and sector related matters that are viewed as thorough, high quality, insightful and focused.
  • Grow network of contacts in relevant fields that will assist the team in discovering new opportunities and enhancing client perception while expanding relationships with prospective investors and, where appropriate, developing media exposure.
  • Satisfy regulatory and compliance requirements while seeking to outperform compulsory service level agreements, exemplifying a service first attitude.
  • Deliver exceptional critical thinking and problem-solving ability while addressing complex and timely market events.
  • Participate in the preparation of marketing materials that describe our comprehensive offerings, relative value investing, and proprietary strategies.
  • Demonstrate the ability to work closely with a small team, as well as more broadly across the organization, where fluid information-sharing is critical to the success of teams across asset classes.



REQUIRED QUALIFICATIONS

  • Bachelor's degree.
  • 3-5 Years of relevant investment experience.
  • Proficiency in Microsoft Office Suite.
  • Familiarity with Bloomberg, AlphaSense, and S&P Capital IQ Pro or other financial modeling applications.
  • Ability to work in a fast-paced environment driven by market investment conditions.
  • Excellent verbal, written and interpersonal communication skills. 
  • Ability to work independently in support of various investment strategies.
  • A commitment to learning and developing relationships that support department objectives and goals.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 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 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 #LI-Hybrid

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

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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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