What are the responsibilities and job description for the Key Family Wealth Portfolio Analyst position at KeyBank National Association?
Location:
127 Public Square - Cleveland, Ohio 44114
ABOUT THE JOB
Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across multiple portfolios.
ESSENTIAL JOB FUNCTIONS
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, disability or veteran status.
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.
127 Public Square - Cleveland, Ohio 44114
ABOUT THE JOB
Serves as a member of the Investment Management team executing various trades. Develops street relationships to enhance market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment Management team to implement fixed income strategy across multiple portfolios.
ESSENTIAL JOB FUNCTIONS
- Serves as a member of the Investment Management team assisting in the implementation of various strategies.
- Responsible for assisting in the execution of the various strategies for Key Private Bank.
- Executes trades for field Portfolio Managers.
- Has discretion for execution of various trades.
- Should be proficient in articulating the various strategies.
- Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank to ensure various product offerings are meeting or exceeding expectations.
- Solid communicator both internally and externally with clients, prospects and the broker dealer community.
- Responsible for building solid relationships and trust with Portfolio Manager's in the field, senior management and broker dealers.
- Operates with a continuous improvement mindset.
- Responsible for building solid relationships and trust with Portfolio Manager's in the field and with senior management.
- Demonstrate ability to work both independently and as part of a team.
- Evaluates client goals and objectives, contributes to team development of relationship strategy and constructs investment portfolio to execute strategy.
- Bachelor's degree in finance, Accounting, or Economics with 2-3 Years of relevant investment experience.
- Proficiency in Microsoft Office Suite.
- Ability to work under pressure driven by market investment conditions.
- Strong communication skills and experience with face-to-face client interaction.
- Demonstrated ability to work both independently and as part of a team.
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, disability or veteran status.
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.
