New Job Key Private Bank Portfolio Analyst In Maine
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| Key Private Bank Portfolio Analyst |
Key Private Bank Portfolio Analyst
Company : KeyBank
Salary : Details not provided
Location : Maine
Full Description
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
- Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.
- Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.
- Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.
- Has the knowledge and ability to manage investment portfolios within a fiduciary framework.
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
- Undergraduate Degree or 1+ year of prior related experience
- Strong Communication Skills
- Strong Technology Skills
- Results Focus
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 .