Associate/Vice President Investment Banking - Insurance

Location:

1301 Avenue of the Americas, New York New York

Job Summary

KeyBanc Capital Markets is a leading middle-market investment bank providing strategic advisory and capital markets solutions to clients across a range of industries. The Vice President will be responsible for leading the execution of M&A and capital raising transactions, managing client relationships, and supporting business development efforts. This role requires strong leadership, technical expertise, and a commitment to developing junior talent while delivering high-quality advisory services to middle-market clients.

Essential Functions

• 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.

• 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 or higher in Finance, Business, Economics, or a related field or equivalent work experience (preferred)

Work Experience

• 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)

Licenses and Certifications

• FINRA Security Industry Essentials (SIE) (required)

• FINRA License S7 (required)

• FINRA License S79 (required)

• FINRA License S63 (required)

Skills

• Build and maintain strong, trust-based relationships with clients by understanding their needs and delivering tailored solutions.

• Deep expertise in M&A, capital raising, and strategic advisory services.

• Identify and pursue new client opportunities to drive revenue growth.

• Proficient in all phases of the M&A lifecycle including due diligence, valuation, structuring, and negotiation.

• Mentor and develop junior bankers, ensuring high-quality output and career progression.

• Advanced financial modeling, valuation, and analytical skills.

• Effectively manage deal terms and client expectations to achieve successful outcomes.

• Identify and mitigate risks while ensuring compliance with regulatory standards.

• Work cross-functionally to deliver integrated solutions and promote firm-wide success.

• Prioritize client satisfaction and long-term relationship building.

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 $165,000.00 - $345,000.00 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: 06/01/2026

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 View email address on click.appcast.io.

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KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.