KPB WS Portfolio Analyst

KeyCorp
Cleveland
Workplace: HybridFull timeUSD 52,000 - 80,000 annuallyFunction: Product ManagementExperience: 1+ yearsEducation: bachelorsSkills: ["Attention to detail","Analytical thinking","Communication and presentation","Collaboration and teamwork","Problem-solving"]

Support the management and oversight of institutional investment portfolios for endowments, foundations, retirement plans, and nonprofits. Monitor performance, asset allocation, and risk metrics; execute trades and assist with rebalancing; and coordinate with trading, operations, and compliance to ensure accurate execution and settlement. Prepare portfolio reviews, investment reports, and client presentation materials while partnering with investment consultants and advisors to inform proposals and analysis.

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FursaFursa
KeyCorp
KeyCorp
22 hours ago

KPB WS Portfolio Analyst

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Last checked: 22 hours agoStatus: Live

Job Summary

Support the management and oversight of institutional investment portfolios for endowments, foundations, retirement plans, and nonprofits. Monitor performance, asset allocation, and risk metrics; execute trades and assist with rebalancing; and coordinate with trading, operations, and compliance to ensure accurate execution and settlement. Prepare portfolio reviews, investment reports, and client presentation materials while partnering with investment consultants and advisors to inform proposals and analysis.
Location: Cleveland
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Monitor portfolio performance, asset allocation, and risk metrics.
  • •Prepare portfolio reviews, investment reports, and client presentation materials.
  • •Execute trades and support portfolio rebalancing in accordance with investment policy guidelines.
  • •Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement.
  • •Provide portfolio analysis and reporting support for investment consultants and advisors for client meetings; improve reporting workflows and operational efficiency.

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
  • •Minimum 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles.
  • •Strong analytical, quantitative, and organizational skills.
  • •Proficiency in Microsoft Excel and investment reporting systems.
  • •Knowledge of portfolio management, asset allocation, and capital markets; CFA candidacy or progress toward a professional investment designation is preferred.
Experience:1+ yearsInstitutional investingPortfolio analysisCapital marketsInvestment management
Education:Bachelor's in Finance, Economics, Accounting, Business
Skills:Attention to detailAnalytical thinkingCommunication and presentationCollaboration and teamworkProblem-solving
Certifications:CFA
Tech Stack:Microsoft Excel

Company Brief

KeyCorp
KeyCorp operates KeyBank, providing retail and commercial banking, lending, wealth management, and investment services to individuals, businesses, and institutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Cleveland, United States
Founded: 1849
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Glassdoor: 3.6
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