Rising Star: Julie Waring, KeyBanc Capital Markets
Julie Waring was recognized as a ‘Rising Star’ at the 2016 Women in Finance Markets Choice Awards.
Describe the highlights of your career to date and your role/responsibilities at your current firm.
I am a vice president of Institutional Equity Sales and Trading at KeyBanc Capital Markets (KBCM), based in Cleveland. In this role, I am responsible for managing more than 30 institutional investor accounts, providing research commentary and overseeing best execution trading. Prior to joining KBCM in 2011, I was an account manager at Bloomberg L.P. in New York City.
There have been several highlights throughout my career, but I’m most proud of the relationships I’ve formed both at Bloomberg and KBCM, many of which have turned into revenue producers for the bank. It was also an honor to be named Northeastern Ohio’s “Young Professional of the Year” by the Cystic Fibrosis Foundation in 2015, as well as one of Markets Media’s “Rising Stars” this year.
What did you do to achieve the Rising Star Award? And how did KeyBanc Capital Markets help?
Every day on the trading floor offers something new and exciting. The ever-changing market conditions make my job most interesting, and you’re only successful if you can adjust to and communicate them on the fly with clients. That’s what motivates me most—being a leader and delivering results for clients during unpredictable and uncertain times.
I’m able to deliver because of the support I receive at KBCM, from some of the smartest and most talented individuals in the industry. They allow me to take on additional responsibilities and grow as a professional. Just this year, I wanted to work on new accounts—both large and small—to broaden my coverage universe. Not only was I given the opportunity, but also the resources I needed to thrive.
What is your perspective on being a successful woman working in financial markets, and what is your advice to those who may strive for this?
I wanted to get involved in finance because there weren’t a lot of women in the profession, and I was particularly interested in KeyBank because of its strong female leadership and commitment to a culture of respect, diversity and inclusion. Each one of us personifies that culture, both in the workplace and in our communities. In addition to CEO Beth Mooney—the first woman CEO of a top 20 U.S. Bank—nearly half (five out of 12) of the bank’s board of directors are women. On top of that, 30% of KeyBank’s senior managers are women.
KeyBank has a long-established culture of supporting the career development of its emerging and mid-level women professionals, embodied by all lines of business under the KeyCorp brand. One clear example is the Key Executive Women’s Network (KEWN), an in-house leadership program established in 2004 with the mandate to expand opportunities for women to achieve full leadership potential. As an active member of KEWN, I’m able to provide career development, mentoring, coaching, networking and business development support for some of my female colleagues at KeyBank.
My advice to all women is to find an organization that combines unique backgrounds, experiences and ideas, which make the whole stronger. Our differences generate innovation that helps us compete in the marketplace and build economic wealth. You should also get involved outside of your organizations and network—it’s a great way to grow.