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Check with seller Portfolio Analyst Portland

Published date: April 3, 2022
  • Location: Portland, Maine, United States

Location:
1 Canal Plaza - Portland, Maine 04101

JOB BRIEF (PURPOSE)

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.

ESSENTIAL JOB FUNCTIONS

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, 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

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

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 HR_Compliance@keybank.com.

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 HR_Compliance@keybank.com.

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