senior capital markets specialist

SoFi

<div>
 
 Employee Applicant Privacy Notice
 
 
 
 
 Who we are:
 
 
 
 Shape a brighter financial future with us.
 
 
 Together with our members, we&rsquo;re changing the way people think about and interact with personal finance.
 
 
 We&rsquo;re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we&rsquo;re at the forefront. We&rsquo;re proud to come to work every day knowing that what we do has a direct impact on people&rsquo;s lives, with our core values guiding us every step of the way.
 
 Join us to invest in yourself, your career, and the financial world.
 
 
 
 SoFi is seeking an Associate to join our Capital Markets team. In this role, you will be deeply involved in a broad range of business and capital markets functions, launching SoFi products, developing capital markets execution, and investor education. You will have the opportunity to collaborate closely with senior managers across the firm, gaining full visibility into SoFi&rsquo;s diverse business activities. Additionally, you will work alongside the Capital Markets team and engage with key external partners, such as institutional investors, rating agencies, and lenders, to drive strategic initiatives and ensure seamless execution of transactions.
 
 
 What you&rsquo;ll do:
 
 
 
 <ul>
 <li>
 Proactively work with lines of business, credit, operations, and finance teams to develop new SoFi Products. Analyze portfolio/collateral characteristics, economic analysis, and any other information to support capital markets execution.
 </li>
 <li>
 Lead diligence process to prepare investor education materials, marketing materials incorporating qualitative and quantitative analysis for various audiences and drive investor engagement. Research industry best practices and peer group analysis to drive product innovation and structuring collaborating with finance credit and accounting teams.
 </li>
 <li>
 Support content preparation, communication, and due diligence processes for external stakeholders such as investors, lenders, rating agencies, data systems providers, law firms, trustees, custodians, and accounting firms.
 </li>
 <li>
 Provide support to investor development and deal execution teams to ensure seamless progression from sourcing to capital markets execution.
 </li>
 <li>
 Collaborate with internal teams including credit, legal, engineering, product, treasury, accounting, servicing, and finance to provide strategic support and align on goals.
 
 
 
 </li>
 </ul>
 
 What you&rsquo;ll need:
 
 
 
 
 <ul>
 <li>
 2+ years of relevant experience desired
 </li>
 <li>
 BS/BA in business, finance, accounting, economics or similar technical field
 </li>
 <li>
 Excellent analytical skills attention to detail organization and project management skills
 </li>
 <li>
 Ability to thrive in fast-paced, ambiguous environments with a bias toward action
 </li>
 <li>
 Strong ownership and proactive problem-solving mindset
 </li>
 <li>
 Effective story telling and expertise in presentation skills (Microsoft Google Suites) leveraging AI tools
 </li>
 <li>
 Ability to manage multiple priorities and clear communication and cross-functional collaboration
 </li>
 <li>
 Intellectual curiosity and strong interest in fintech, products, and capital markets
 </li>
 <li>
 Strong verbal and written communication as well as technical and organizational skills
 </li>
 <li>
 Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
 </li>
 <li>
 Previous experience with lending or consumer credit products a plus: mortgages, student loans, credit cards, personal loans, etc.
 
 
 
 </li>
 </ul>
 
 Compensation And Benefits
 
 
 
 The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate&rsquo;s experience, skills, and location.
 
 
 To view all of our comprehensive and competitive benefits, visit our
 
 Benefits at SoFi
 
 page!
 
 
 SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
 
 
 The Company hires the best qualified candidate for the job, without regard to protected characteristics.
 
 
 Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
 
 
 New York applicants: Notice of Employee Rights
 
 
 SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
 
 
 Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
 
 
 
 Internal Employees
 
 
 
 If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
</div>

Capital Markets Associate

PJT Partners

<div>PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial sponsors, institutional investors and governments around the world. We offer a unique portfolio of advisory services designed to help our clients achieve their strategic objectives. We also provide, through PJT Park Hill, private fund advisory and fundraising services for alternative investment managers, including private equity funds, real estate funds and hedge funds.
From the beginning, PJT Partners has firmly believed that having the best people is key to building an enduring franchise. Our perspective was, and remains, that a great team brings in both top tier clients and appeals to a wide-range of diverse, talented colleagues. Fostering an inclusive culture, which welcomes differing perspectives and beliefs, enables us to provide the best advice and insights to our clients.
To learn more about PJT Partners, please visit our website at www.pjtpartners.com .
<h1 class="jobSectionHeader">Responsibilities
</h1>The Strategic Advisory group is one of the most experienced teams in the industry, and has been involved in some of the largest, most complex transactions in recent years. Our global team focuses on a diverse set of industries, including technology, media &amp; telecommunications, consumer &amp; retail, financials &amp; insurance, GP advisory, energy, oil &amp; gas, power, utilities &amp; renewables, industrials, aerospace &amp; defense, healthcare and real estate, gaming, lodging, and leisure.
Our Private Capital Markets team is part of the Capital Markets Advisory team within the Strategic Advisory Group. Our Private Capital Markets team originates, advises upon, structures, negotiates and executes private capital and public equity and equity-linked transactions across sectors globally. The team is looking for a senior analyst or associate to join the team to focus on private capital raises, including the following types of transactions:
<ul><li>Growth equity raises (e.g., Series B and onward)
</li><li>Pre-IPO or IPO-linked capital raises
</li><li>Acquisition related equity financings
</li><li>Minority / structured equity raises
</li><li>Joint ventures with third party capital / capital formation
</li><li>Equity recapitalizations / refinancings
</li><li>Other bespoke or creative private financing solutions
</li></ul>Analysts and Associates participate in the origination and execution of all deal activity. Work will include:
<ul><li>Active involvement in client-facing situations
</li><li>Assistance in the execution of transactions
</li><li>Assistance in deal structuring and term sheet negotiations
</li><li>Ongoing investor relationship development and management
</li><li>Constructing and managing internal deal and investor-related databases
</li><li>Drafting of client presentations and pitches
</li><li>Preparation of market updates
</li><li>Conducting financial and other business-related research
</li><li>Coordinating and helping manage complex and often time-sensitive processes
</li><li>Participation in talent development efforts, including recruiting
</li></ul><h1 class="jobSectionHeader">Qualifications
</h1>PJT Partners seeks to hire individuals who are highly motivated, intelligent and have excellent academic, leadership and extracurricular records. In addition, qualified candidates will possess the following:
<ul><li>1 &ndash; 5 years of investment banking experience as a member of a leading equity capital markets or private capital markets group with experience with structured equity and/or private capital transactions highly preferred
</li><li>Analytical and detail oriented with strong problem-solving skills
</li><li>Strong verbal and written communication skills
</li><li>Self-motivated and proactive
</li><li>Aptitude to work collaboratively in a team environment
</li><li>Robust organizational and time management skills
</li><li>Strong work ethic and ability to work well under pressure
</li><li>Resume must be in PDF format
</li></ul>Expected annualized base salary of $120,000 to $250,000.
This range represents the low and high ends of the expected annualized base salary for this position. The specific base salary received by any employee will be informed by a number of factors, including but not limited to, role level and scope, location, candidate&rsquo;s relevant qualifications, skills and experience.
Base salary is one component of PJT Partners&rsquo; compensation structure. In addition to base salary, PJT Partners&rsquo; compensation structure may include additional rewards, incentives, and benefits, including but not limited to, a discretionary bonus component.
PJT is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. PJT Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. For more information or to request an accommodation, please contact Human Resources.
California Applicants: PJT Partners will consider for employment qualified applicants with arrest and/or conviction records in a manner consistent with applicable law including, but not limited to, the San Francisco Fair Chance Ordinance and/or Los Angeles Fair Chance Initiative for Hiring Ordinance
Applicant Privacy Notice:
View our Applicant Privacy Notice https://info.pjtpartners.com/PJT_Global_Applicant_Privacy_Notice here. If you are a California resident, please refer to our California Applicant Privacy Notice https://info.pjtpartners.com/California_Applicant_Privacy_Notice for further information .
*In order to be considered, please ensure your resume/CV is submitted in PDF format.</div>

Associate / Analyst - Strategic Advisory (Private Capital Markets)

Information Technology Senior Management Forum

<div><div>Posted Date
4/20/2026
</div><div>Description
<div>Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Job Grade:
113
Please review the following job description:
Provides overall leadership of the Functional Technology Business Office, with responsibility for strategic thought leadership, organizational design, and execution across multiple concurrent Enterprise Technology programs and projects&mdash;ranging in size up to large-scale, enterprise-wide transformational initiatives spanning multiple portfolios and lines of business. This role influences and drives significant change efforts, serves as a key contributor in developing financial realization measures, and evaluates investment opportunities to ensure alignment with strategic objectives while optimizing the overall project and program portfolio. 
 
In addition, the position requires five years of financial-services experience, specifically within capital markets activities such as fixed income and equity sales and trading, derivative markets, and/or investment banking. 
 
The distinction between Business Office Director I and Business Office Director II is based on the scope of responsibilities and the business unit supported.
This is a fully onsite position. Candidates must be available to work five days per week; remote or hybrid work is not available
Essential Duties and Responsibilities:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<ul><li>
Directs and oversees organizational program efforts to achieve business outcomes for Enterprise Technology. Directs efforts of Enterprise Technology Program Managers to plan and coordinate closely with LOB/function managers and subject matter experts. Ensures that business cases are developed for budgeting, planning, and tracking revenue and/or expense.</li><li>
Directs and oversees relationships with business owners and technology leads to support overall program needs.</li><li>
Ensures that program activities are on a path to deliver benefits realization.</li><li>
Ensures implementation and oversight of appropriate risk management plans for program initiatives in area of responsibility.</li><li>
Proactively advocates across leadership levels regarding the performance of current systems and processes. Champions solutions designed to deliver value and accept/mitigate risk where appropriate.</li><li>
Decisions new solutions and determines at what point larger issues require escalation to senior management.</li><li>
Leads teams or multiple teams of internal and/or external resources.</li><li>
Analyzes and collectively manages variances to the program plan and overall portfolio and makes recommendation and/or creates action plan to mitigate negative variances or to resolve issues.</li><li>
Articulates overall performance of multiple programs and initiatives via dashboard reporting for use by key executives.</li></ul>
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Advanced degree in a relevant field, or an equivalent combination of education and work experience, to include ten years progressive related experience in managing enterprise technology organizations combined with overall fifteen years progressive related experience in enterprise technology.</li><li>
Demonstrated leadership experience in technology organization management, financial management, risk management, people management, issue resolution, influencing team members and other stakeholders, conducting difficult negotiations and managing to stringent timelines for project deliverables.</li><li>
Demonstrated superior understanding of business and technology organization, resources, priorities, needs and policies.</li><li>
Demonstrated leadership in the implementation of complex programs and projects.</li><li>
Ability to bring clarity to ambiguous assignments.</li><li>
Executive level verbal and written communication skills.</li><li>
Superior working knowledge of business matters, finance, planning, and forecasting.</li><li>
Strong skills in MS Office Suite (PowerPoint, Excel, Word, Visio, Project)</li></ul>
Preferred Qualifications:<ul><li>
Advanced degree in a relevant field of work (e.g., MBA, PMP and/or PgMP)</li><li>
Significant experience in enterprise technology organizational leadership. Financial services technology experience highly beneficial.</li><li>
Experience implementing large/complex initiatives across a matrix organization.</li><li>
In-depth knowledge of management and planning systems theory and practical application to complex initiatives.</li><li>
Experience with financial measurements and metrics.</li><li>
Financial Services experience.</li><li>
Knowledge of business unit's mission and processes.</li><li>
Experience implementing large/complex initiatives across a matrix organization.</li></ul>
The annual base salary for this position is $175,000 - $235,000
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</div>
</div><div>Salary
175,000.00 - 235,000.00 Annual
</div><div></div><div><div>Type<div>
Full-time</div></div></div></div>

Technology Business Office Director II - Capital Markets

Tomo

<div>Who We Are
Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars. Our AI-driven customer experience makes the lending process faster, less frustrating, and more affordable. By passing these savings directly to homebuyers, we eliminate excessive fees and inflated rates that cost Americans billions each year. Backed by top-tier venture investors, including Ribbit, Citi Ventures, NFX and Progressive Insurance, Tomo is poised to become one of the most valuable fintech startups of our generation.
The elevator pitch&hellip;
This is a rare opportunity for mentorship and training by a visionary capital markets executive who has shaped a generation of housing finance innovation and talent (that's our words - not his). The Tomo Systematic Capital Markets analyst will support and eventually drive automation and systemization in pricing, loan product creation, and investor relations with correspondent banks.
What You'll Do:<ul><li>
Improve efficiency and accuracy in our lock workflows to ensure sales and customer requests are fulfilled in a timely manner</li><li>
Built tools to enable us to &ldquo;Watch the money&rdquo; by ensuring that loans meet our revenue requirements and investors price our loans properly</li><li>
Lead a range of quantitative projects to enable us to better understand and monetize our business</li><li>
Work on both our systems for MBS and whole loan trading</li></ul>
What Makes You a Great Fit:<ul><li>
You&rsquo;re a Systems Thinker: You don't just &quot;do&quot; tasks; you automate them. You enjoy finding ways to make things run faster and more profitably.</li><li>
A Technical Toolkit: You&rsquo;re comfortable working with Python and SQL or another programming langauge and you&rsquo;re already experimenting with AI-based automations (like Gemini or Claude) to level up your output.</li><li>
The &quot;Scrappy&quot; Factor: You have a bias toward action. If there isn't a clear path forward, you figure it out. You&rsquo;re great at finding resourceful, clever ways to get a project across the finish line.</li><li>
Detail-Oriented: You understand that your work has direct financial consequences, so you&rsquo;re the type of person who checks the math one last time before hitting send.</li><li>
Naturally Curious: You&rsquo;re a sponge for information. You&rsquo;re constantly asking questions and trying to understand how all the moving parts of the business fit together.</li><li>
Experience: You have 0&ndash;2 years of experience and are ready to hit the ground running.</li></ul>
You may also have the extras&hellip;<ul><li>
A quantitative degree mixed with a qualitative minor, or a solid foundation in Finance or Economics.</li><li>
You&rsquo;ve spent time in a previous role where business meets tech, and you&rsquo;re comfortable translating goals into technical solutions.</li></ul>
What&rsquo;s in It for You?...<ul><li>
Career growth: Multiple paths within Tomo.</li><li>
Competitive compensation: $75,000-$80,0000.</li><li>
Equity ownership: All teammates receive stock options.</li><li>
Coaching and mentorship: Build a foundation for a career on the street.</li><li>
Working at a company with a strong culture which can see and hear you.</li></ul>
This role will be based in our NYC office on a hybrid schedule: Mon-Wed on-site, and Thurs/Fri WFH
Closing&hellip;
There's no such thing as a perfect candidate, and we don&rsquo;t expect you to meet 100% of the above criteria. Ultimately, we're looking for a creative optimist with grit and determination, who is excited to face the challenges of a growing startup that&rsquo;s shaking up an industry. We'd love to talk to you about how and why you can see yourself growing into this role, and we are especially open to candidates with non-traditional backgrounds and experience. Let&rsquo;s connect!
Employee Benefits
We strive to anticipate your needs in order for you to be a healthy, motivated, and happy team member. We provide a variety of competitive benefits including (but not limited to):<ul><li>
Equity Ownership: All teammates receive stock options&mdash;we win together</li><li>
Comprehensive Medical, Dental, and Vision plans for you and your dependents with some plans 100% covered</li><li>
Work-life balance and a generous paid time off policy</li><li>
In order to support teammates who become parents, Tomo Mortgage provides paid parental leave</li><li>
401(k) retirement plan</li></ul>
Compensation Range: $75K - $80K</div>

Systematic Capital Markets Analyst

RR Donnelley

<div>Company Description 
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry&rsquo;s most trusted portfolio of creative execution and world-wide business process consulting, with services designed to lower environmental impact. With 22,000 clients, including 93% of the Fortune 100, and 32,000 employees across 28 countries, RRD brings the expertise, execution, and scale designed to transform customer touchpoints into meaningful moments of impact. 
Job Description 
RR Donnelley is adding a Senior Designer to their Presentation Design team supporting an Investment Banking Client in New York City!
This role is responsible for creating, designing, and elevating best-in-class pitchbooks, infographics, and PowerPoint presentations for high profile clients. This position will confer with the client, review instructions or customer requirements and perform a variety of projects including, custom templates, page layouts or inserts, color corrections, or technical illustrations via Photoshop, Illustrator or AI software. This position may also develop and maintain relationships with key clients, providing excellent customer service and giving clear communication of client expectations. 
 
Responsibilities include:<ul><li>
Create and elevate best-in-class pitchbooks, infographics, and PPT presentations for high-profile clients.</li><li>
Utilize a wide range of application software ( i.e. Adobe and Office Suites) at an advanced level to produce the optimal product for the client.</li><li>
Analyze and solve problems related to customer supplied files, images or instructions / queries.</li><li>
Up to date in most recent financial design trends.</li><li>
Serve as a direct liaison to the client, ensuring timely and accurate production of the client's job and discussing the project directly with the client.</li><li>
May supervise or lead the implementation of various projects, including planning and scheduling while interacting with the client as well as the project management team.</li><li>
Work under minimal supervision, regularly exercising discretion and independent judgment involving complex tasks.</li><li>
Performs other related duties and participates in special projects as assigned.</li></ul> 
Qualifications<ul><li> 
Bachelor&rsquo;s Degree or equivalent with 7+ years of relevant experience required.<ul><li>
Must have portfolio of work to share featuring relevant design work and experience. Would prefer to see work in the financial or technology sectors and pitchbook design.</li></ul></li><li>
Must be able to elevate design across an array of styles/brands/brand guidelines.</li><li>
Must have excellent oral and written communication skills to communicate effectively to the team and across departments when completing assignments.</li><li>
Must have proven technical and process knowledge of Adobe Suite as well as PowerPoint.</li><li>
Must have strong organizational skills with ability to manage deadlines and prioritize workload and make adjustment to meet business needs.</li><li>
Experience with design in the financial sector is preferred.</li></ul> 
Additional Information 
RRD's current salary range for this role is $91,800 to $146,800 / year. The salary range may be adjusted based on the applicable geographic location of the hired employee, and the range may change in the future. At RRD, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions may vary based upon, but not limited to education, skills, experience, proficiency, performance, shift and location. Depending on the role, in addition to base salary, the total compensation package may also include participation in a bonus, commission or incentive program. RRD&rsquo;s benefit offerings include medical, dental, and vision coverage, paid time off, disability insurance, 401(k) with company match, life insurance and other voluntary supplemental insurance coverages, plus parental leave, adoption assistance, tuition assistance and employer/partner discounts.
#WLNAT
#LI-Onsite
#LI-NH1<div></div>
All employment offers are contingent upon the successful completion of both a pre-employment background and drug screen.

RRD is an Equal Opportunity Employer, including disability/veterans</div>

Senior Designer - Investment Banking (Onsite)

Archwest Capital

<div>
 
 
 SENIOR ANALYST | FINANCIAL PLANNING &amp; ANALYSIS
 
 
 
 Salary $130,000-$155,000
 
 
 Reports to: Vice President, Financial Planning &amp; Analysis
 
 
 
 
 
 
 Position Overview:
 
 
 
 The Senior Financial Analyst (FP&amp;A) plays a critical role in driving financial performance, budgeting, forecasting, and business planning. This position partners closely with Accounting, Capital Markets, and business leaders to deliver actionable financial insights, support strategic initiatives, and enhance decision-making.
 
 
 This role bridges execution and strategy&mdash;owning complex financial analyses while contributing to long-term planning and organizational growth.
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 Strategic Planning &amp; Financial Analysis
 
 
 <ul>
 <li>
 Support the development and execution of financial planning, budgeting, and forecasting processes.
 </li>
 <li>
 Provide forward-looking financial insights and recommendations to leadership.
 </li>
 <li>
 Support strategic initiatives, capital allocation, and investment decisions to maximize value creation.
 </li>
 <li>
 Collaborate with Accounting and Capital Markets to ensure alignment across financial strategy and execution.
 </li>
 </ul>
 
 
 
 
 
 Financial Analysis &amp; Performance Management
 
 
 <ul>
 <li>
 Develop and monitor key performance indicators (KPIs) to track financial and operational performance.
 </li>
 <li>
 Analyze business trends, market dynamics, and internal data to identify risks and opportunities.
 </li>
 <li>
 Build and maintain complex financial models to support decision-making and scenario planning.
 </li>
 <li>
 Conduct variance analysis, risk assessments, and performance reviews across business units.
 </li>
 <li>
 Drive productivity and cost-efficiency initiatives in partnership with cross-functional teams.
 </li>
 </ul>
 
 
 
 
 
 Budgeting, Forecasting &amp; Reporting
 
 
 <ul>
 <li>
 Lead components of the annual budgeting process, long-term planning, and rolling forecasts.
 </li>
 <li>
 Prepare and present financial reports, insights, and recommendations to senior leadership.
 </li>
 <li>
 Ensure accuracy, consistency, and transparency in financial reporting.
 </li>
 <li>
 Enhance FP&amp;A processes through automation, systems improvements, and best practices.
 </li>
 </ul>
 
 
 
 
 
 Cross-Functional Collaboration
 
 
 <ul>
 <li>
 Partner with Accounting to ensure financial integrity, compliance, and reporting alignment.
 </li>
 <li>
 Collaborate with Capital Markets on liquidity planning, debt financing, and investment strategies.
 </li>
 <li>
 Act as a trusted financial advisor to business unit leaders to support operational decisions.
 </li>
 <li>
 Mentor junior analysts and support knowledge sharing across the team.
 </li>
 </ul>
 
 
 
 
 
 Competencies &amp; Skills
 
 
 <ul>
 <li>
 Solid understanding of financial statements, GAAP principles, and investment analysis.
 </li>
 <li>
 Experience working cross-functionally with Accounting and Capital Markets teams.
 </li>
 <li>
 Advanced analytical, strategic thinking, and problem-solving capabilities.
 </li>
 <li>
 Strong communication and presentation skills, with the ability to influence stakeholders.
 </li>
 <li>
 Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
 </li>
 <li>
 Experience with ERP systems, financial planning tools, and business intelligence platforms.
 </li>
 <li>
 Advanced proficiency in Microsoft Office Suite (Excel and PowerPoint required).
 </li>
 <li>
 High attention to detail with a proactive and solution-oriented mindset.
 </li>
 <li>
 Ability to work independently while contributing to a collaborative team environment.
 </li>
 </ul>
 
 
 
 
 
 Education &amp; Experience:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Accounting, Economics, or a related field (MBA or CFA preferred).
 </li>
 <li>
 5&ndash;8 years of experience in FP&amp;A, corporate finance, investment banking, or consulting.
 </li>
 <li>
 Experience in a high-growth or fast-paced environment preferred.
 </li>
 </ul>
 
 
 
 
 
 Accessibility:
 
 
 
 At Archwest, we provide healthcare (medical, dental, vision), 401(k) and more. We will also make reasonable accommodations to enable individuals with disabilities to perform essential functions
 
</div>

Sr. Financial Analyst

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. 

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