Investment Banking Associate, Public Finance – Affordable Housing

KeyBank

Investment Banking Associate on Public Finance team involved in analyzing, structuring, and executing transactions. Preparing financial materials and participating in client planning sessions within KeyBank.

Posted 7/14/2026full-timeCleveland • New York, Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $96,000 - $181,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, valuation analyses, and structuring public finance transactions, while providing clients with insightful financial recommendations. Proficient in preparing management presentations and conducting industry research to support decision-making processes.

Highest-signal resume keywords

Financial ModelingValuation AnalysisPublic Finance TransactionsInvestment Banking PrinciplesClient Financial Insights

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingValuation AnalysisTechnical AnalysisIndustry ResearchTransaction Structuring

Soft Skills

Analytical SkillsPresentation SkillsClient Engagement

Tools & Technologies

ExcelPowerPointWord

Certifications & Qualifications

FINRA License S79FINRA License S63FINRA License S52

Industry Keywords

Public FinanceMunicipal Debt DealsInfrastructure FinancingInvestment BankingFinancial Insights

About the role

Key responsibilities & impact

Associates on the Public Finance team are strong individual contributors in the areas of analyzing, structuring, and executing transactions.
Responsible for performing industry research and preparing pitches, management presentations, and other written materials.
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, prepare and present analytical information.
Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses.
Possess a deep understanding of the financial impact of decisions on the client’s organization.
Partnering with sales/product team members, responsible for performing industry research, preparing pitch, management presentations, and other written materials using analytical skills.

Requirements

What you’ll need

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
Applies investment banking principles to structure and execute public finance transactions
Supports clients with financial insights and recommendations
Assists in structuring and executing municipal and infrastructure debt deals
Understands financing mechanisms for public infrastructure projects

Benefits

Comp & perks

Eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.