Director, Investment Banking

Location:

Job Summary

KeyBanc Capital Markets is a leading corporate and investment bank offering capital markets and advisory solutions across a range of dynamic industries. The Director will be responsible for sourcing, pitching, and executing M&A transactions; as well as other investment banking products. This role requires strong client management, business development, and deal execution capabilities across various transaction types including sell-sides, buy-sides, corporate divestitures, capital raises, and fairness opinions.

Essential Functions

• Responsible for revenue generation through the origination, execution and closing of M&A transactions.
• Establish Trusted Advisor relationship with important corporate and private equity clients to drive increased M&A advisory wallet share and a consistent revenue stream
• Build new relationships through thoughtful and targeted business development activities. Identify prospects and pull in the appropriate team and resources to drive new client growth
• Provide technical and developmental support to junior and mid-level bankers on deal team
  Work with team members to promote other lines of business with referrals
• Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.
• Comply with all KeyBank policies and procedures, including 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 or higher in finance, business, or a related field is required (or equivalent work experience).

Work Experience

• Minimum of 10 years of experience in investment banking or capital markets
• Demonstrated success in client relationship management and deal execution.
  

Certifications & Licenses

• FINRA Series SIE, 7/79 and 63 required

Skills

• Leadership: The ability to inspire, guide, and influence individuals or teams to achieve organizational goals while fostering a positive and productive work environment.
• Collaborating: Working effectively with others across departments and levels to achieve shared objectives, resolve conflicts, and build consensus.
• Finance Strategy: The development and execution of long-term financial plans that align with the bank's goals, ensuring sustainable growth, profitability, and risk management.
• Investment Banking: Providing strategic advisory services and capital-raising solutions, including mergers and acquisitions, underwriting, and financial restructuring.
• Business Transactions: Managing and executing financial deals such as acquisitions, divestitures, joint ventures, and other corporate transactions with precision and compliance.
• Business Development: Identifying and pursuing new market opportunities, partnerships, and client relationships to drive revenue growth and expand the bank's footprint.
• Customer Centricity: Prioritizing the needs, preferences, and satisfaction of clients in all decision-making and service delivery processes.
• Client Management: Building and maintaining strong, trust-based relationships with clients by understanding their needs and delivering tailored financial solutions.
• Strong Risk Culture: Demonstrating a proactive approach to identifying, assessing, and mitigating risks while promoting accountability and compliance throughout the organization.
• Mergers and Acquisitions (M&A) Expertise: Comprehensive knowledge of the M&A lifecycle, including target identification, due diligence, valuation, deal structuring, and post-merger integration.
• Influencing Others: Persuading and motivating stakeholders to support ideas, initiatives, or changes through effective communication and relationship-building.
• Negotiating: Reaching mutually beneficial agreements through strategic discussion, compromise, and a clear understanding of objectives and constraints.
• Credit Knowledge: In-depth understanding of credit principles, including credit structures, lending practices, and credit products across consumer and commercial segments. Proficiency in interpreting credit reports, assessing borrower profiles, and applying credit policies and procedures. Familiar with regulatory guidelines and industry standards governing credit practices.

Physical Demands

• Prolonged sitting, ability to communicate face to face and on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 40 lbs.

Travel/Driving Requirements

• Travel required for client meetings, roadshows, and industry events.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary of $300,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

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.