Key Private Bank Portfolio Analyst

Location:

1 Canal Plaza - Portland, Maine 04101

Provide centralized portfolio management support enabling Portfolio Managers and Portfolio Strategist(s) to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

Technical

• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
• Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.
• Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.

Support

• Focus on trading, rebalancing, portfolio construction, asset allocation, and portfolio execution
• Monitor cash levels including portfolio additions/withdrawals and overdrafts
• Client reporting and book management tools
• Project management skills

Required Qualifications

• Results Focus
• Undergraduate Degree or 1+ year of prior related experience
• Strong Technology Skills
• Strong Communication Skills

Equipment Used/Physical Requirements

• Office equipment, MS Office Suite
• Trust accounting system and portfolio management system

Training Required

• On the job and as required to maintain licenses and certifications

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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 [email protected].