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investment banker

<div>
 
 Your role
 
 
 
 We&rsquo;re looking for an Investment Banker to:
 
 
 <ul>
 <li>
 Assist in the origination and execution of FIG transactions for domestic and foreign corporate and private equity clients
 </li>
 <li>
 Work on major workstreams of FIG transactions including diligence, the development of financial projections and analyses, and all client deliverables
 </li>
 <li>
 Independently prepare, interpret, and discuss analytical data
 </li>
 <li>
 Present to internal and external clients effectively and with confidence
 </li>
 <li>
 Collaborate with colleagues across the globe to provide clients with seamless transaction execution
 </li>
 <li>
 Generate new ideas and creative approaches that push the business forward
 </li>
 <li>
 Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)
 
 
 </li>
 </ul>
 
 Job Type
 
 
 
 Full Time
 
 
 
 Job Reference #
 
 
 
 336019BR
 
 
 
 City
 
 
 
 New York
 
 
 
 Your team
 
 
 
 You&rsquo;ll be working in the Financial Institutions Group (FIG). FIG consists of professionals located in Menlo Park, New York, London, Hong Kong and around the globe. We provide clients with mergers &amp; acquisitions (M&amp;A)/advisory, capital raising and general financial advice through qualitative and quantitative analysis.
 
 
 
 Your expertise
 
 
 
 <ul>
 <li>
 Experience in executing public and private FIG transactions
 </li>
 <li>
 Ability to work effectively with both corporate and private equity clients
 </li>
 <li>
 Strong analytical skills and proficiency in all relevant financial analyses
 </li>
 <li>
 Demonstrated track record of taking initiative and managing teams
 </li>
 <li>
 Undergraduate degree
 
 
 </li>
 </ul>
 
 About Us
 
 
 UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
 
 
 We know that great work is never done alone. That&rsquo;s why we place collaboration at the heart of everything we do. Because together, we&rsquo;re more than ourselves. Want to find out more? Visit ubs.com/careers.
 
 
 
 Salary information
 
 
 
 The indicative gross base salary range as a full-time equivalent role:
 
 
 <ul>
 <li>
 United States - New York - New York USD 110000 /annum
 
 
 </li>
 </ul>
 The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
 
 
 
 Join us
 
 
 
 At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We&rsquo;re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That&rsquo;s why collaboration is at the heart of everything we do. Because together, we&rsquo;re more than ourselves.
 
 
 We&rsquo;re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
 
 
 
 Disclaimer / Policy statements
 
 
 
 UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
</div>

Financial Institutions Group - Analyst

JPMorganChase

<div>JOB DESCRIPTION 
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Job Description
Investment Grade Finance is a product group responsible for debt origination across all sectors of J.P. Morgan&rsquo;s investment grade client base. The team syndicates a broad spectrum of transactions, including acquisition financings, liability management exercises, and various other capital-raising executions
As a Capital Markets Analyst within the Investment Grade Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Investment Grade Finance team. Your work product will be distributed to corporate clients and senior leaders of J.P. Morgan, and you will have significant exposure to senior members of the Investment Grade Finance, Leveraged Finance, Syndicate, and Sales &amp; Trading teams.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional Investment Grade Finance analyst roles
Job Responsibilities:<ul>
<li>Aggregating and analyzing macroeconomic and capital market data</li>
<li>Creating summary materials and thematic pieces on market conditions</li>
<li>Providing support on live transactions
</li></ul>Required Qualifications, Skills and Capabilities:
<ul><li>Strong communication and interpersonal skills</li>
<li>High attention to detail and work ethic</li>
<li>Ability to thrive in a fast-paced and high-energy environment</li>
<li>Team-oriented attitude</li>
<li>Intellectual curiosity</li>
<li>Excellent analytical and quantitative skills</li>
<li>Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
<ul><li>Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program</li>
<li>Graduation date between June 2023 and June 2026</li>
</ul></li></ul>Preferred Qualifications, Skills and Capabilities:
<ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Investment Grade Finance, Capital Markets - Analyst

<div>JOB DESCRIPTION 
We are looking for a dynamic Junior Analyst to join our Capital Markets Advisory Desk.
Leveraged Finance is a product group responsible for the origination of new issue corporate debt across all sectors of JPMorgan&rsquo;s sub-investment grade client base. The platform syndicates a broad spectrum of transactions, including sponsor-backed leveraged buyouts, corporate acquisition financings, liability management exercises, restructuring/exit financings, and various other debt executions.
As a Capital Markets Desk Analyst within the Leveraged Finance team, you will join a small group of professionals who provide unique connectivity between our investment banking and markets businesses. You will be an integral part of our Leveraged Finance team. Your work product will be relied upon by the most senior members of our business, and gets distributed to corporate clients, financial sponsors and senior leaders of J.P. Morgan. We are seeking highly motivated, professional, and collaborative individuals to join our close-knit team. You will have significant exposure to senior members of the Capital Markets Team, Leveraged Finance Origination, Syndicate, and Credit Sales &amp; Trading.
High performing individuals have historically had the opportunity to join the firm-wide investment banking analyst program in traditional leveraged finance analyst and restructuring analyst roles.
Job Responsibilities:<ul>
<li>Aggregating and analyzing high yield and leveraged loan market data</li>
<li>Creating concise summary materials on market conditions</li>
<li>Providing support on live transactions and day-to-day activity</li></ul>
Required Qualifications, Skills and Capabilities:
<ul><li>Strong communication and interpersonal skills</li>
<li>High attention to detail and work ethic</li>
<li>Ability to thrive in a fast-paced and high-energy environment</li>
<li>Team-oriented attitude</li>
<li>Intellectual curiosity</li>
<li>Excellent analytical and quantitative skills</li>
<li>Current students (Bachelor's or Master's) in their final year of study at a U.S. based college/university, or experienced individuals, with up to three years of professional work experience
<ul><li>Students pursuing a Ph.D., MBA, and/or JD are ineligible for the program</li>
<li>Graduation date between June 2023 and June 2026</li>
</ul></li></ul>Preferred Qualifications, Skills and Capabilities:
<ul><li>Minimum preferred cumulative GPA of 3.2 on a 4.0 scale
</li></ul>ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Leveraged Finance, Capital Markets - Analyst

<div>JOB DESCRIPTION 
We are seeking a highly skilled and experienced Investment Banking Associate to join our dynamic Mid Cap Investment Banking team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. 
Job Summary
As an Associate in our Mid Cap Investment Banking group, you will be a key player in our business strategy and execution. You will participate in the &quot;full cycle&quot; of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product Team. Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities<ul>
<li>Develop content for strategic meetings with clients regarding M&amp;A or capital market transactions</li>
<li>Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives</li>
<li>Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses</li>
<li>Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&amp;A transactions or pitch situations</li>
<li>Provide leadership, mentorship and supervision to Associates and Analysts</li>
<li>Participate in graduate recruiting
</li></ul>Required qualifications, capabilities, and skills<ul>
<li>Prior work experience in an investment banking front office role.</li>
<li>A well-rounded academic background from a top tier educational institution.</li>
<li>Strong financial modelling skills</li>
<li>Understands transaction cycle and the steps in the process and is execution oriented.</li>
<li>Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.</li>
<li>Self-directed, highly motivated, and able to work independently</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Investment Banking - Mid-Cap Investment Banking - Associate

Evolve Capital Partners

INVESTMENT BANKING VICE PRESIDENTin Finance &amp; Technology (Insurance &amp; Capital Markets)DESCRIPTIONEvolve Capital Partners (&quot;Evolve&quot;) provides investment banking advisory to leading entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our core coverage verticals include Insurance and Capital Markets.We are currently seeking to recruit an Investment Banking Vice President to cover the Insurance and Capital Markets verticals from our New York City office. The Vice President role provides an unparalleled opportunity to work as part of a nimble deal team executing M&amp;A and strategic advisory mandates while building out coverage initiatives across our verticals.Evolve offers a unique and collaborative work environment, where top performers are highly valued for initiative, creativity, maturity, and enthusiasm for learning. We provide an exceptional path for career growth, along with strong and competitive compensation.BACKGROUND ON EVOLVE &amp; THE OPPORTUNITYEvolveEvolve Capital Partners (&quot;Evolve&quot;) is a growing investment bank focused exclusively on entrepreneurial businesses operating at the intersection of technology-enabled solutions and financial services. Our primary coverage verticals include Insurance and Capital Markets, where we advise technology-enabled service and software companies.As an independent investment bank, Evolve advises on mergers and acquisitions, divestitures, capital raises, and financial restructurings. We dispense bespoke and mission-critical advice in a creative environment generating optimal outcomes. Our clients are leading entrepreneurial-run firms who turn to Evolve for strategic advisory. Furthermore, we support the ecosystem with exclusive research and valuable industry insights through our publications.With over 50 engagements executed by its leaders, Evolve has served as a proud partner, bringing valuable advisory to both investors and emerging companies. We are based in New York, NY and the Evolve brand was established in 2017.Why the Evolve Opportunity?Evolve is a growing platform that presents a unique opportunity for a driven and entrepreneurial individual to build out their coverage and contribute to transactions. The career advancement is significant from being an early member of our close-knit and growing team.Our environment is flat and non-bureaucratic, allowing for efficient decision-making to generate optimal outcomes (financially and personally) for both our clients and us. We provide a superb career path, in addition to strong and competitive compensation. We fully encourage the use of technology, including AI-powered tools, in our day-to-day work environment.ROLE SPECIFICSThe Investment Banking Vice President will carry responsibility across deal execution and business development. On the execution side, the VP will lead transaction processes, manage client deliverables, and serve as the primary day-to-day contact on active engagements. On the origination side, the VP will proactively cultivate relationships with prospective clients, including privately-held business owners and private equity firms, and contribute to building the firm's deal pipeline.The Vice President will serve as a key contact for select client relationships and is expected to attend and lead client meetings, contribute to marketing efforts, and mentor junior team members. The ideal candidate will have relevant experience executing transactions in the middle market with tech-enabled services or software firms.Our environment is collaborative, demanding, fast-paced, and highly entrepreneurial.PRIMARY RESPONSIBILITIES<ul><li>Lead transaction processes for sell-side and buy-side engagements, including overseeing the preparation of marketing materials, managing due diligence, and running buyer/investor meetings.</li><li>Proactively originate new business by building relationships with privately-held business owners, private equity firms, and strategic acquirers in our coverage verticals.</li><li>Develop and maintain a pipeline of prospective client engagements and contribute to the firm's business development strategy.</li><li>Prepare and deliver new business development presentations for prospective sell-side and buy-side mandates.</li><li>Assist with buy-side efforts for our strategic and private equity accounts.</li><li>Write and oversee research and thought leadership to demonstrate sector and practice expertise.</li><li>Drive recruiting, training, and development of junior investment banking team members.</li><li>Oversee project management of internal and client-facing deliverables.</li><li>Leverage AI-powered tools and technology platforms to drive efficiency across deal execution, research, and business development.</li><li>Generate actionable items for deal execution or business development matters in a timely manner as directed by leadership.</li></ul>QUALIFICATIONS<ul><li>5 to 10 years of investment banking, M&amp;A advisory, or equivalent financial advisory experience.</li><li>MBA from a top-tier program or other relevant graduate degree is highly desirable but not required.</li><li>Proven transaction experience with tech-enabled services or software firms, ideally in Insurance, Capital Markets, or related financial services verticals is highly desirable but not required.</li><li>Demonstrated ability (or desire) to originate and develop new client relationships.</li><li>Excellent technical proficiency across all aspects of financial analysis and modeling.</li><li>Proven ability to lead client meetings and build strong, influential relationships with C-suite executives.</li><li>Highly effective writing skills to support the creation and delivery of presentations to client management teams, as well as buyers and investors.</li><li>Experience managing and mentoring junior bankers.</li><li>Self-starter with the ability to learn and work in a fast-paced, challenging environment.</li><li>Proficiency with financial data platforms (e.g., Capital IQ, PitchBook) and productivity tools (e.g., Salesforce, Microsoft 365).</li><li>Familiarity with AI tools (e.g., Claude, ChatGPT) and a willingness to integrate technology into daily workflows.</li><li>International candidates with proper work authorization by start date will be considered.</li></ul>COMPENSATION &amp; BENEFITSStandard benefits include:<ul><li>401K participation with profit-sharing</li><li>Health insurance</li><li>Paid time off</li></ul>Interested candidates should send a resume to recruiting@evolve-capital.com and include the job title in the subject line. Also, attach an informal cover letter describing your background and why you are a fit for the role. Limit the cover letter to no more than a few paragraphs.International candidates are considered, and visa sponsorship is available for the right candidate.All candidates will be subject to passing criminal and background checks.Evolve Capital Partners Inc. is committed to providing equal opportunities in employment. We will not discriminate between applications for reason of gender, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, age, employment status, veteran status, or disability.Pay: $150,000.00 - $400,000.00 per yearBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Experience:<ul><li>M &amp; A: 5 years (Preferred)</li></ul>Ability to Commute:<ul><li>New York, NY 10018 (Preferred)</li></ul>Ability to Relocate:<ul><li>New York, NY 10018: Relocate before starting work (Preferred)</li></ul>Willingness to travel:<ul><li>25% (Preferred)</li></ul>Work Location: In person

Investment Banking Vice President

KeyBank

<div>Location:
1301 Avenue of the Americas, New York New York<div><div>
2026 KBCM Equity Research &ndash;New York</div><div> 
KeyBanc Capital Markets</div><div>
KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer &amp; Retail, Diversified Industries, Healthcare, Industrial, Oil &amp; Gas, Real Estate, Utilities, Power &amp; Renewables, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $30 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies.</div><div> 
The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate &ldquo;hands-on&rdquo; experience.</div><div> 
About the Summer Analyst Program</div><div>
KBCM provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.</div><div> 
Required Qualifications:</div><div><ul><li>
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics or accounting graduating by May of 2027</li></ul></div><div><ul><li>
Minimum 3.5 GPA</li></ul></div><div><ul><li>
Strong quantitative and critical thinking abilities</li></ul></div><div><ul><li>
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities</li></ul></div><div><ul><li>
Highly motivated with a strong work ethic</li></ul></div><div><ul><li>
Outstanding interpersonal, communication and presentation skills</li></ul></div></div><div>
Equity Research</div><div>
The Equity Research group is responsible for producing analysis, recommendations, and reports on investment opportunities that institutional investors may be interested in. Our Senior Analysts specialize in specific industries, providing recommendations on public companies as well as expert knowledge on their sector. Our equity research coverage includes Basic Materials, Consumer, Energy, Healthcare, Industrial, Real Estate, and Technology.</div><div><ul><li> 
KeyBank&rsquo;s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li></ul></div> 
COMPENSATION AND BENEFITS<div>
Equal Pay:</div><div>
This position is eligible to earn a weekly salary in the range of $1,340 to $1,440 per week depending on location and coverage group. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus.</div>
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: 04/14/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
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. 

#LI-Hybrid</div>

2026 Equity Research Summer Analyst New York, NY

Williams Jones Wealth Management

<div>
 
 
 Company Description
 
 
 
 Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations. The Firm currently manages over $12.5 billion in equity, fixed income and alternative investments. Our team of portfolio managers average 35 years of experience and work directly with each client to determine their investment goals and&nbsp;objectives.
 
 
 
 
 
 
 Role Description
 
 
 
 This is a full-time, on-site position based in New York, NY for an Equity Analyst. The Analyst will contribute to the team&rsquo;s coverage of the Financials sector, broadly defined to include Digital Assets, Alternative Asset Managers, Payments, and Fintech Software, while also supporting firm-wide investment research initiatives. The Analyst will take full ownership of their coverage universe and will have direct exposure to the Portfolio Management team &ndash; including developing and pitching new ideas to the group.&nbsp;
 
 
 
 
 
 The Equity Research Analyst responsibilities include the following but are not limited to:
 
 <ul>
 <li>
 Conduct fundamental equity research on companies within the Financials sector, including Digital Assets, Alternative Asset Managers, Payments, Banks, and Fintech Software
 </li>
 <li>
 Maintain detailed financial models and valuation analyses
 </li>
 <li>
 Prepare investment research reports, stock pitches, and sector updates for the portfolio management team
 </li>
 <li>
 Monitor portfolio holdings, industry developments, earnings releases, and regulatory changes across covered sectors
 </li>
 <li>
 Synthesize information from earnings calls, SEC filings, expert network interviews, and industry conferences
 </li>
 <li>
 Collaborate with portfolio managers and fellow analysts to generate and refine investment ideas
 </li>
 <li>
 Present investment recommendations and sector updates to the broader investment team
 </li>
 <li>
 Support ad hoc research projects across the firm as needed
 </li>
 </ul>
 
 
 
 
 
 Qualifications
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree required, concentration in Finance, Economics, Accounting, or a related field preferred
 </li>
 <li>
 3&ndash;7 years of experience in equity research, investment analysis, or a related investment role (buy-side or sell-side)
 </li>
 <li>
 Financials sector experience is not required &ndash; strong fundamental research skills and a willingness to develop sector expertise are what matter most
 </li>
 <li>
 Strong financial modeling and valuation skills (comparable company analysis, sum-of-the-parts)
 </li>
 <li>
 Excellent analytical, written, and verbal communication skills
 </li>
 <li>
 Proficiency in Excel, Bloomberg/FactSet, and financial databases
 </li>
 <li>
 Strong use of AI tools and excited about incorporating AI into the investment research process
 </li>
 <li>
 Progress toward CFA designation is a plus but not required
 </li>
 <li>
 Intellectually curious, self-directed, and comfortable working in a collaborative, fast-paced environment
 </li>
 <li>
 Attention to detail with a strong sense of ownership over work product
 </li>
 </ul>
 
 
 
 
 
 Salary Range
 
 
 
 $175,000-$225,000
 
 
 The actual compensation offered will depend on factors including but not limited to the candidate's experience, qualifications, and skills. This range reflects total anticipated compensation, inclusive of base salary and discretionary bonus.
 
 
 
 
 
 
 Employee Benefits
 
 
 
 Competitive employee benefits package, including Employer Health Insurance Plan, Employer contributed HSA, Vacation and Sick Time, and 401K Plan&nbsp;
 
 
 
 
 
 Williams Jones Wealth Management, LLC (&ldquo;Williams Jones&rdquo;) is a registered investment adviser with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. This posting is provided for informational and recruiting purposes only, does not constitute investment advice, and should not be construed as an offer to provide advisory services. Williams Jones is an equal opportunity employer and does not discriminate on the basis of any legally protected characteristic.
 
</div>

Equity Analyst

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