Key Private Bank Portfolio Analyst Jobs

Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

1-2 years of industry related experience

Exceptional follow-up and follow-through skills

Experience and interest in financial markets and concepts

Create mandates for discretionary accounts

Work with Team Leader to monitor Client Advisor loadings.

Manages day to day calendar(s) of senior management

Directly supports a Managing Director level manager and generally supports an entire department

Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls

Previous office administration experience, preferably within a large and complex financial services or similar organization

Consistently demonstrates clear and concise written and verbal communication skills

Bachelor's/University degree or equivalent experience

Research client inquiries and manage follow up communication and materials

No more than two years of work experience following completion of undergraduate program

Superior multi-tasking and organizational skills

Excellent communication skills and poise giving presentations

Help devise customized financial strategies for existing and prospective clients

Prepare pitch books and meeting materials

Has the knowledge and ability to manage investment portfolios within a fiduciary framework.

Client reporting and book management tools

Trust accounting system and portfolio management system

Undergraduate Degree or 1+ year of prior related experience

On the job and as required to maintain licenses and certifications

Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.