Senior Portfolio Analyst
| Company | KeyBank |
|---|---|
| Location | Portland, ME, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree (required)
- Minimum of 3 years of related experience (required)
Responsibilities
- 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.
- 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
- Strong project management skills
- Provide guidance and act as a role model for less experienced peers
- Lead team discussions as needed
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Preferred Qualifications
- Master’s Degree (preferred)
- Chartered Financial Analyst (CFA) or other Professional designations (preferred)