Associate, Public Finance - Affordable Housing

KeyBank is a financial services company seeking an Associate for their Public Finance team. The role involves analyzing, structuring, and executing transactions while contributing to the deal team and performing industry research and presentations.

Responsibilities

• 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

Skills

• Bachelor's Degree (preferred) OR equivalent experience (required)
• 1+ years of investment banking experience (preferred)
• 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)
• 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
• 1+ years of investment banking experience (preferred)

Company Overview