Advisory Trading Analyst optimizing investment outcomes and executing trades across multiple asset classes. Collaborating with financial representatives and clients within a dynamic environment.
About the role
- Vice President leading M&A and capital raising transactions at KeyBanc Capital Markets. Managing client relationships and supporting business development efforts in investment banking.
Responsibilities
- Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions
- Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions
- Lead transaction execution across a variety of deal types including sell-side and buy-side M&A, capital raises, corporate divestitures, and fairness opinions
- Drive business development by identifying new client opportunities, preparing pitch materials, and collaborating with senior bankers to grow the firm’s client base
- Provide technical guidance and developmental support to junior and mid-level bankers; oversee their work product and ensure professional growth
- Promote cross-functional collaboration by identifying opportunities to refer clients to other lines of business
Requirements
- Bachelor's Degree or higher in Finance, Business, Economics, or a related field or equivalent work experience (preferred)
- 7+ years of experience in investment banking, with a strong focus on middle-market transactions (required)
- Demonstrated success in client relationship management, deal execution, and team leadership (preferred)
- FINRA Security Industry Essentials (SIE) (required)
- FINRA License S7 (required)
- FINRA License S79 (required)
- FINRA License S63 (required)
Benefits
- Health insurance
- 401(k) matching
- Flexible work arrangements
- Professional development opportunities
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