Banking Associate Jobs in San Ramon, CA (NOW HIRING)

Location:

1301 Avenue of the Americas, New York New York

Job Summary
KeyBanc Capital Markets (KBCM) is a premier middle-market investment bank offering a full suite of advisory and capital markets solutions. The Investment Banking Associate plays a critical role in the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory assignments. Associates are responsible for financial analysis, transaction execution, and client engagement, working closely with senior bankers and clients across a variety of industries. This role offers a dynamic, team-oriented environment with significant responsibility and client exposure.
Essential Functions

• Collaborate in office with investment bankers and product partners on M&A, corporate finance, and capital raising transactions through hands on engagement and real time strategy sessions.
• Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals.
• Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses.
• Prepare client presentations, pitch books, confidential information memoranda, and other transaction-related materials.
• Conduct industry and company-specific research to support business development and transaction execution.
• Participate in due diligence, client meetings, negotiations, and transaction closings.
• Contribute to the development and training of Analysts and interns.
• Uphold firm policies and regulatory standards, including confidentiality and ethical conduct.
• 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 Finance, Econmics, or equivalent experience (preferred)
• Master's Degree MBA or other advanced degree (preferred)

Work Experience

• 3+ years of experience in investment banking, corporate finance, or a related financial services role. (preferred)

Licenses and Certifications

• FINRA Security Industry Essentials (SIE) (preferred)
• FINRA License S7 (preferred)
• FINRA License S79 (preferred)
• FINRA License S63 (preferred)

Skills

• Advanced proficiency in financial modeling, valuation, and financial statement analysis.
• Experience supporting M&A, capital raising, and strategic advisory transactions.
• Ability to interact professionally with clients and contribute to relationship development.
• Strong written and verbal communication skills, including presentation development.
• Proven ability to work effectively in a fast-paced, team-oriented environment.
• Understanding of capital markets trends, deal structures, and regulatory considerations.
• High level of accuracy and thoroughness in deliverables.
• Ability to manage multiple projects and meet tight deadlines.
• Skilled in Microsoft Excel, PowerPoint, and financial databases such as Bloomberg, Capital IQ, and FactSet.

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.

Travel

• Occasional travel to include overnight stay.

Work Location Category

• Hybrid (Sales)

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 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: 08/01/2026 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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