securities research analyst

Citi

<div>The Sec &amp; Derivat Intmd Assoc Analyst is an entry level position responsible for processing orders and transactions originating from trading desks and branch offices in coordination with the Operations - Transaction Services team. The overall objective of this role is to assist in the clearance, settlement and investigation of client securities and derivatives transactions. 
 
Responsibilities:<ul><li>
Utilize basic industry and business knowledge to conduct analyses of hedge funds and other counterparty activities</li><li>
Contribute to the creation of customized reporting used to present information to management</li><li>
Support implementation of securities processing improvements</li><li>
Assist with identifying policy gaps and formulating policies that streamline related work processes</li><li>
Review and analyze hedge fund activities, procedures to reconcile cash/holdings and securities pricing</li><li>
Develop and use knowledge of securities, processing practices and standards</li><li>
Provide informal guidance or on the job training to lower level/new securities processing team members when required</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul> 
Qualifications:<ul><li>
2-5 years of relevant experience</li><li>
Recommended licensing/registration: Series 7, Series 9, Series 10, Series 63</li><li>
Consistently demonstrates clear and concise written and verbal communication skills</li></ul> 
Education:<ul><li>
Bachelor&rsquo;s Degree/University degree or equivalent experience</li></ul> 
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Operations - Transaction Services
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Job Family:
Securities and Derivatives Processing
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Time Type:
Full time
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Primary Location:
Getzville New York United States
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Primary Location Full Time Salary Range:
$55,440.00 - $77,360.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Mar 25, 2026
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Security and Derivatives Intermediate Associate Analyst Hybrid

KeyBank

Location: 
127 Public Square, Cleveland Ohio
 
Job Summary
 The Associate, Equity Research is a part of the KeyBanc Capital Markets (KBCM) team and works closely with senior research professionals to assist in preparing and executing analyses of an assigned industry group, individual companies, and their securities.
 
Essential Functions
 Collecting, evaluating, and applying statistical and financial data on the economy and financial markets, specifically with respect to researching common stocks within specific industries.
 Analyzing and synthesizing researched data and presentation of trends and ideas with regard to business opportunities and investment decision making processes.
 Formulating and issuing opinions and recommendations on securities and companies in one or more industry groups.
 Preparing reports, opinions, recommendations, and statistical data, including assisting in financial statement modeling, for use in the formulation of the investment policies and/or recommendations of the firm.
 Answering inquiries from firm personnel regarding individual securities or industry groups. Prepares studies and other data for firm publication issued to the general public.
 Preparing and disseminating special studies, models, forecasts, and/or presentations to furnish information to the Syndicate or Investment Banking groups on security offerings and underwriting.
 Interviewing company executives or industry leaders to develop and maintain sources of information in preparation of analyses.
 Maintaining company databases using spreadsheets and database software.
 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 in business, accounting, finance, or a related field or completion of no less than 3 senior level accounting and/or financial analysis courses (required)
 
Work Experience
 1+ years of experience in an analytical or financial role (required)
 Corporate financial modeling experience (required)
 
Skills
 Strong oral and written communication skills
 Experience with building financial models and equity data manipulation.
 Ability to conduct thorough and independent research and comfort with financial research platforms (Bloomberg, CapIQ, etc.)
 Ability to organize, analyze, and interpret data
 Proficiency with Microsoft Excel and Access
 Strong interest in financial markets and working knowledge of market dynamics and influences.
 Ability to synthesize data and articulate findings through excellent presentation skills.
 
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 $80,000.00 - $150,000.00 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: 05/18/2026
 
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

Equity Research Associate, Industrials/Basics

JPMorganChase

<div>JOB DESCRIPTION 
As an analyst on the Global Corporate Banking team, you will be a central part of the firm's plans to further expand its successful international banking franchise with a focus on the Japanese corridor. The world&rsquo;s most important corporations, governments, and institutions 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.
Working in a team environment, you will have access to senior officers of the firm and senior clients. You will be challenged to perform at the highest levels of excellence and will be rewarded for their achievements in a demanding environment. You will be required to work alongside other professionals: as a team, and draw from the full spectrum of the firm's resources to develop customized financial solutions that meet the unique needs of each client in the portfolio.
 
 
You will be supporting assigned Bankers with sales and relationship management activities (marketing, execution and general client requests). You will also assume responsibility for managing internal processes for deal execution, internal approvals and business aspects of regulatory reporting.
Role Description:
Working in a team environment, the Analyst will have access to senior officers of the firm and senior clients. The Analyst will be expected to perform at a high level of excellence and will be recognized for their contributions in a dynamic and demanding environment. Analysts will collaborate with other professionals, leveraging the full spectrum of the firm's resources to help develop customized financial solutions that address the unique needs of each client in the portfolio.
The Analyst will support assigned Subsidiary Bankers with sales and relationship management activities, including marketing, execution, and responding to general client requests. The Analyst will also assist with managing internal processes related to deal execution, internal approvals, and business aspects of regulatory reporting.
Core Responsibilities:<ul>
<li>Assist Subsidiary Bankers in managing existing client relationships and supporting efforts to develop a new client base to drive revenue growth, with a focus on the Japanese market.</li>
<li>Engage and coordinate with partners across the firm to build proficiency across all products within the scope of Banking, Payments, Markets, Asset Management, Credit, DCM, FX, Rates, Commodities, and Investor Services.</li>
<li>Prepare customized pitch books and other marketing materials to help generate new business and review existing relationships and setups, anticipating client needs.</li>
<li>Support Bankers and Payments Sales Managers on new bids (including RFPs), contribute to pricing and profitability models, and assist with documentation negotiation and the handoff to implementation and service teams.</li>
<li>Maintain internal reports and monitor revenue trend reporting on a monthly basis to identify key portfolio trends; work with Finance and Business Management teams to ensure deals are tracked accurately for reporting.</li>
<li>Conduct pricing analyses and support the development of pricing strategies and recommendations, particularly for Requests for Proposal (RFPs) and new client requests.</li>
<li>Help maintain existing business by ensuring a high level of customer satisfaction.</li>
<li>Partner with internal teams on the client onboarding and KYC process to support the Firm&rsquo;s adherence to legal, regulatory, and compliance requirements.</li>
<li>Support ad-hoc projects and analyses as requested</li></ul>
Qualifications:<ul>
<li>Fluency in Japanese and a strong understanding of Japanese culture and business practices are essential.</li>
<li>Previous experience working in Japan or covering Japanese companies is preferred.</li>
<li>At least 1 year of professional experience; experience in Corporate Banking, Investment Banking, Credit, or Payments is a plus, but not required.</li>
<li>Bachelor&rsquo;s degree with strong academic credentials.</li>
<li>Self-starter with a high level of motivation, dependability, intelligence, curiosity, and a team player mentality.</li>
<li>Excellent verbal and written communication skills, with the ability to synthesize complex problems into concise conclusions.</li>
<li>Strong time management, organizational, and planning skills.</li>
<li>Ability to build relationships and collaborate effectively with internal teams and resources.</li>
<li>Solid quantitative, analytical, and computer skills, including proficiency in PowerPoint and Excel-based modeling.</li>
<li>Familiarity with J.P. Morgan processes and products is a plus.</li>
<li>Proficiency with research tools such as Bloomberg and FactSet is preferred.</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>

Global Corporate Bank - NA Subsidiary Banking, Japan Corridor - Analyst

Zions Bancorporation

Zions Bancorporation’s Capital Markets Analyst Program 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.
 
Zions Bancorporation (NASDAQ: ZION) is one of the nation’s premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and having a top banking team on its list of “The Most Powerful Women in Banking.”
 
Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to identifying, recognizing, and creating fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
 
Zions Capital Markets
 
Zions Capital Markets (“ZCM”) operates as a division of Zions Bancorporation and is comprised five product areas that operate as a unified, national platform with deep regional expertise. Our teams collaborate to deliver targeted, client-driven solutions to help companies raise capital and execute strategic transactions efficiently and effectively.
 
Debt Capital Markets: Delivers customized financing solutions through the structuring, arrangement and execution of multi-bank credit facilities, as well as the underwriting and execution of debt securities offerings.
 Investment Banking: Partners with business owners to provide tailored advisory services across M&A (sell-side and buy-side), capital raising, and strategic advisory mandates
 Power & Project Finance: Comprehensive corporate and structured financing solutions for power generating assets and related infrastructure
 Real Estate Capital Markets: Specializes in non-recourse financing solutions for commercial properties across the United States
 Sales & Trading: Offers a wide range of investment and risk management solutions to help meet the needs of our institutional clients
 
Our approach is simple - help companies we know well connect with and tell their story to investors and capital providers we also know well.
 
Investment banking and securities underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC.
 
For more information, please see our website at www.zionscapitalmarkets.com.
 
Full-Time Debt Capital Markets Analyst Program: 
The ZCM 2-year Capital Markets Analyst Program offers a unique entrepreneurial experience to join a rapidly growing platform. The program offers the opportunity to maximize Analysts’ potential during their early professional years by providing the foundational knowledge, skills, and hands-on transaction experiences that will last a professional lifetime.
 
As a Debt Capital Markets Analyst, you will support senior members of the Loan Syndications team in the origination, structuring, pricing, marketing, and execution of syndicated (multi-bank) credit facilities. Analysts play a critical role in transaction execution and gain broad exposure to credit markets and lender behavior.
 
Key Responsibilities Include: 
Maintaining and updating market comparables for syndicated loan transactions.
 Performing financial and credit analysis, including cash flow modeling, credit metrics, covenant analysis and capital structure review.
 Preparing transaction and marketing materials such as pitch books, lender presentations and term sheets.
 Coordinating with internal and external partners, including relationship managers, legal and operations team, to support transaction execution, closing and post-closing administration.
 Supporting the distribution process, including lender outreach, tracking investor feedback and monitoring syndication progress.
 
Throughout the program, Analysts gain exposure to market trends, loan documentation, lender engagement and transaction execution, while developing strong analytical, communication and project-management skills in a fast-paced, collaborative environment.
 
Zions Capital Markets is looking for candidates who have: 
Completed BA/BS degree in Business or Finance, with a scheduled graduation prior to the annual June 1 st start date.
 Overall GPA of 3.0 or above, 3.5 preferred.
 Strong interest in finance and capital markets.
 High degree of academic and extracurricular achievement.
 Proven analytical ability, critical thinking, and attention to detail.
 Solid leadership and interpersonal skills.
 Superior written and oral communication skills.
 Ability to work well in a fast-paced, team-oriented environment.
 Comfortability working with peers at all levels, ranging from fellow analysts through Managing Directors.
 Willingness to commit substantial time and energy to the program.
 
Benefits: 
Medical, Dental and Vision Insurance - START DAY ONE!
 Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
 Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
 Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
 Mental health benefits including coaching and therapy sessions
 
This position is eligible to earn a base salary of $90,000/annually.

Capital Markets Analyst Program, Debt Capital Markets

MERCOR

<div>About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Equity Research Expert 
Type: Contract 
Compensation: $120/hour 
Location: Remote 
Duration: Four weeks 
Commitment: 10+ hours/week
Role Responsibilities<ul><li>
Analyze and extract information from public SEC filings to support AI model training.</li><li>
Evaluate the accuracy and depth of AI-generated content in equity research to improve model outputs.</li><li>
Provide structured feedback to AI research teams to enhance training data quality.</li><li>
Work independently and asynchronously to meet deadlines while improving AI model performance.</li></ul>
Qualifications
Must-Have<ul><li>
At least 2 years of experience in equity research at top firms.</li><li>
Hands-on experience with analyzing and extracting info from public SEC filings.</li></ul>
Start Date<ul><li>
Mid-February</li></ul>
Application Process (Takes 20&ndash;30 mins to complete)<ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul>
Resources &amp; Support<ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</div>

Equity Research Analyst – SEC Filing Specialist

Baird

<div><div><div><div><div><div>Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships &ndash; among clients, advisors and team members.
<ul><div>Milwaukee, WI
</div><div></div><div>Wealth Solutions Group
</div><div></div><div>R2026355
</div><div></div><div>Hybrid</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>We are seeking a Senior Fixed Income Analyst to work with Baird Financial Advisors to find attractive fixed income investment opportunities for our clients. This includes knowledge of all traditional Fixed Income products, including: municipal bonds, corporate bonds, CDs, Agencies, etc. This person will also work closely with Fixed Income trading to identify available inventory to execute Fixed Income recommendations.
Some of the day-to-day responsibilities will involve writing a daily fixed income morning update email (6:30am CT start time) to keep FAs apprised of relevant fixed income and economic data. Responsibilities also include working with FAs on account reviews, constructing portfolios or new money proposals (e.g., bond ladders), handling incoming phone calls/requests to the Fixed Income Research area, and authoring relevant educational or thought pieces on timely Fixed Income topics.
Work from Baird&rsquo;s global headquarters in Milwaukee, WI, with hybrid flexibility.
The Impact You&rsquo;ll Make:<ul><li>
Support Baird Financial Advisors in facilitating their Fixed Income business. This includes, but is not limited to, handling day-to-day questions, researching specific credits, and researching event-driven fixed income topics.</li><li>
Regularly authoring commentary on fixed income markets.</li><li>
Performing account reviews and developing portfolio proposals, including researching specific credits as needed.</li><li>
Travel to Chicago once per month to meet as a broader Fixed Income team.</li><li>
Performs other duties as assigned.</li></ul>
What You&rsquo;ll Bring to Baird:<ul><li>
Bachelor&rsquo;s degree in finance, accounting, business, or other related field.</li><li>
10+ years of Fixed Income industry experience, with a preference for candidates with a strong research background.</li><li>
Progress toward the CFA preferred.</li><li>
Must be SIE, Series 7, and Series 63 licensed (or willing to obtain within 6 months of hire).</li><li>
Excellent analytical, written, and verbal communication skills.</li><li>
Strong initiative and work ethic, and an ability to work well both on a team and on a self-directed basis.</li><li>
Experience with Bloomberg.</li><li>
Experience with Bond Works preferred.</li></ul><div><div>
#LI-CM1</div></div></div></div></div></div></div></div>

Sr Fixed Income Analyst

Equity Research Associate Analyst

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