KPB Senior/Junior Portfolio Analyst

KeyCorp
Maine
Workplace: HybridFull timeUSD 57,000 - 87,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 3+ yearsEducation: bachelorsSkills: ["Investment judgment","Project management","Collaboration","Risk management","Ethical conduct"]

Design, construct, and oversee investment portfolios aligned to stated objectives, policies, and fiduciary standards. Own portfolio risk discipline, strategy implementation, and ongoing governance within a compliance framework, including reporting and required reviews. Prepare and review client portfolio reporting and internal performance materials, collaborating with relationship managers, investment partners, and oversight teams. Expected to provide mentorship and serve as a subject-matter resource for less experienced peers.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
KeyCorp
KeyCorp
22 hours ago

KPB Senior/Junior Portfolio Analyst

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Design, construct, and oversee investment portfolios aligned to stated objectives, policies, and fiduciary standards. Own portfolio risk discipline, strategy implementation, and ongoing governance within a compliance framework, including reporting and required reviews. Prepare and review client portfolio reporting and internal performance materials, collaborating with relationship managers, investment partners, and oversight teams. Expected to provide mentorship and serve as a subject-matter resource for less experienced peers.
Location: Maine
Workplace: Hybrid
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Prepare, review, and support client portfolio and internal strategy reporting to ensure accuracy, clarity, and alignment with investment policy requirements.
  • •Construct, review, monitor, and adjust investment portfolios according to approved objectives, policies, and guidelines within a fiduciary risk framework.
  • •Ensure compliance with internal policies and regulatory requirements, including Reg 9 reviews and related compliance/reporting functions.
  • •Use portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
  • •Provide guidance, mentorship, and technical support to less experienced peers; lead or contribute to portfolio governance and process-improvement discussions.

Pay and Benefits

Salary: USD 57,000 - 87,000 annually

Key Requirements

  • •Bachelor's Degree (required).
  • •3+ years of related experience (less experience may qualify for a junior Portfolio Analyst role).
  • •Master's Degree (preferred).
  • •CFA or other professional designations (preferred).
  • •Ability to prepare and review accurate portfolio reporting and analytics aligned to investment policy requirements and regulatory expectations.
Experience:3+ years
Education:Bachelor's
Skills:Investment judgmentProject managementCollaborationRisk managementEthical conduct
Certifications:Chartered Financial Analyst (CFA)

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
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn