Public Finance Analyst

KeyBank is seeking a Public Finance Analyst to join their team. The role involves building skills in analyzing, structuring, and executing transactions while performing industry research and preparing analytical materials for client planning sessions.

Responsibilities

• Team member in support of business unit goals and objectives
• Begin building basic skills in analyzing, structuring, and executing transactions with an understood initial learning curve for business expertise and technical analysis
• General understanding of profitability components
• Actively participate in client planning sessions. Research and analyze data, preparing and presenting analytical information
• Focused on product transactions/executions as opposed to sales originations. Majority of time is spent on the basic work related to financing
• Responsible for general departmental office functions, administrative support for bankers, production of sales/marketing materials, and other office management tasks
• Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills
• Analysts are not assigned new business responsibilities and have limited/no client contact
• 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

Skills

• Bachelor's Degree (preferred) OR equivalent experience (required)
• 1+ years of work 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
• Good written and verbal communication skills
• Supports execution of financing transactions and related documentation
• Interprets financial data to support structuring and execution of deals
• Assists in developing financing structures aligned with client needs
• Understands basic components of transaction profitability
• Provides administrative support and manages departmental functions
• Contributes to planning sessions with analytical insights
• Reviews and interprets policies relevant to public finance transactions
• Analyzes financial and market data to support presentations and pitches
• Supports research and analysis related to investment strategies
• Collects and organizes data for internal and client-facing materials
• Understands the fundamentals of municipal and public sector financing
• Prepares and reviews financial documents and summaries
• Maintains attention to detail and timeliness in transaction support
• Bachelor's Degree (preferred)
• 1+ years of work experience (preferred)

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