KeyCorp

2 days ago

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

Work with the Fixed Income Portfolio Management Team to support the implementation of internally managed fixed income strategies. Assist with monthly reporting, client portfolio updates, and produce annual thought-leadership materials. Build strong relationships across portfolio management, portfolio strategists, and broker-dealers to improve market knowledge and information flow, while operating with integrity in a fast-paced environment.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•Assist the Fixed Income Portfolio Management team in implementing internally managed fixed income strategies.
•Support monthly reporting for the Fixed Income Portfolio Management team.
•Create annual thought leadership materials and provide client portfolio updates, reviews, and commentary.
•Build relationships and trust with the Portfolio Management Team, portfolio strategists, and broker-dealers.
•Develop sell-side broker relationships to enhance market knowledge and information flow.

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

•Bachelor’s degree in a relevant field.
•2+ years of highly relevant investment management experience.
•Proficient in Microsoft Office Suite.
•Experience with financial management software such as FactSet, Charles River, Bloomberg, and Morningstar Direct.
•Ability to work under pressure and communicate effectively in a team environment and independently.

Experience:2+ yearsInvestment management

Education:Bachelor's

Skills:CommunicationTeamworkIndependent workIntegrityContinuous improvement

Tech Stack:Microsoft Office SuiteFactSetCharles RiverBloombergMorningstar Direct

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: 3.6

Website LinkedIn

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KeyCorp

2 days ago

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

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Product Management

Seniority: Mid level

Key Responsibilities

•Assist the Fixed Income Portfolio Management team in implementing internally managed fixed income strategies.
•Support monthly reporting for the Fixed Income Portfolio Management team.
•Create annual thought leadership materials and provide client portfolio updates, reviews, and commentary.
•Build relationships and trust with the Portfolio Management Team, portfolio strategists, and broker-dealers.
•Develop sell-side broker relationships to enhance market knowledge and information flow.

Pay and Benefits

Salary: USD 52,000 - 80,000 annually

Key Requirements

•Bachelor’s degree in a relevant field.
•2+ years of highly relevant investment management experience.
•Proficient in Microsoft Office Suite.
•Experience with financial management software such as FactSet, Charles River, Bloomberg, and Morningstar Direct.
•Ability to work under pressure and communicate effectively in a team environment and independently.

Experience:2+ yearsInvestment management

Education:Bachelor's

Skills:CommunicationTeamworkIndependent workIntegrityContinuous improvement

Tech Stack:Microsoft Office SuiteFactSetCharles RiverBloombergMorningstar Direct

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: 3.6

Website LinkedIn