KPB Sr. Manager Research Analyst

KeyCorp
Ohio, United States
Workplace: HybridFull timeUSD 71,000 - 125,000 annuallyFunction: Research & Scientific (R&D)Experience: 3+ yearsEducation: bachelorsSkills: ["Analytical skills","Written communication","Verbal communication","Judgment","Collaboration"]

Lead manager research in Key Wealth’s Chief Investment Office, evaluating third-party investment managers across fixed income, private credit, and diversifying alternatives. Conduct qualitative and quantitative due diligence, source and recommend new managers, and analyze performance, risk, holdings, and organizational factors using research tools. Participate in manager meetings and monitoring while contributing to asset class reviews, risk assessments, and portfolio-construction discussions.

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FursaFursa
KeyCorp
KeyCorp
3 days ago

KPB Sr. Manager Research Analyst

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Job Summary

Lead manager research in Key Wealth’s Chief Investment Office, evaluating third-party investment managers across fixed income, private credit, and diversifying alternatives. Conduct qualitative and quantitative due diligence, source and recommend new managers, and analyze performance, risk, holdings, and organizational factors using research tools. Participate in manager meetings and monitoring while contributing to asset class reviews, risk assessments, and portfolio-construction discussions.
Location: Ohio, United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Research & Scientific (R&D)
Seniority: Sr. Manager level

Key Responsibilities

  • •Conduct qualitative and quantitative due diligence on fixed income, private credit, and diversifying asset managers.
  • •Source new managers and strategies and prepare written recommendations for internal stakeholders.
  • •Analyze performance, risk, holdings, and organizational factors using internal and external research tools.
  • •Participate in manager meetings, ongoing monitoring, and periodic review processes.
  • •Communicate investment insights clearly and support portfolio construction discussions, risk assessments, and internal model oversight.

Pay and Benefits

Salary: USD 71,000 - 125,000 annually

Key Requirements

  • •Minimum 3 years of relevant experience in investment management, consulting, or investment research.
  • •Experience or strong interest in fixed income, private credit, alternatives, or diversifying asset strategies.
  • •Bachelor’s degree in business, economics, finance, mathematics, or a related field (recommended).
  • •Progress toward the CFA charter or similar professional designation (preferred).
  • •Strong analytical skills; proficiency in Excel, PowerPoint, and investment databases such as Bloomberg or FactSet.
Experience:3+ yearsInvestment managementConsultingInvestment researchFixed incomePrivate creditAlternatives
Education:Bachelor's
Skills:Analytical skillsWritten communicationVerbal communicationJudgmentCollaboration
Certifications:CFA
Tech Stack:ExcelPowerPointBloombergFactSet

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