Financial Planning Analyst at Lefosse analyzing and reporting financial performance. Collaborating with teams to build budgets and forecasts in a hybrid work environment.
About the role
- Associate on the Public Finance team at KeyBank analyzing, structuring, and executing transactions with a focus on investment banking principles and client planning sessions.
Responsibilities
- Be a strong team member in support of business unit goals and objectives
- Strong working knowledge and skills in analyzing, structuring, and executing transactions with a focus on technical analysis
- Actively participate in client planning sessions
- Research and analyze data, preparing and presenting analytical information
- Focused on product transactions/executions in addition to sales originations
- Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
- Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials
Requirements
- Bachelor's Degree (preferred) OR equivalent experience (required)
- 1+ years of investment banking experience (preferred)
- FINRA License S79 within 1-1/2 Yrs (required)
- FINRA License S63 within 1-1/2 Yrs (required)
- FINRA License S52 within 1-1/2 Yrs (required)
- Proficiency with Excel, PowerPoint, and Word
Benefits
- Incentive compensation which may include production, commission, and/or discretionary incentives
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