Kpb Senior/junior Portfolio Analyst

KeyBank

Portland, Maine, US
Base: $57,000.00 - $87,000.00 annually; bonus/equi...
Hybrid
Manages investment portfolios
Client investment goals
Portfolio construction changes
The role involves managing and constructing investment portfolios in accordance with specific client investment goals and objectives

Job Summary

  • The role involves managing and constructing investment portfolios in accordance with specific client investment goals and objectives.
  • Candidates are expected to maintain deep expertise in financial markets while ensuring strict compliance with all internal policies and procedures.
  • This position offers a base salary range of $57,000.00 to $87,000.00 annually along with eligibility for incentive compensation.

Matching Summary

The role involves managing and constructing investment portfolios in accordance with specific client investment goals and objectives.

Salary

Base: $57,000.00 - $87,000.00 annually; Bonus/Equity: Eligible for production, commission, and discretionary incentives; Benefits: Comprehensive benefits package eligible

Skills & Requirements

Must-have

  • manages investment portfolios
  • client investment goals
  • portfolio construction changes
  • compliance with internal policies
  • trading and rebalancing

Nice-to-have

  • mentoring less experienced peers
  • participating in investment committees
  • strong project management skills
  • effective client relationships
  • collaborative team player

Key Requirements

  • Bachelor's Degree required
  • Minimum 3 years related experience
  • CFA or professional designation preferred
  • Knowledge of fiduciary framework

Work Rights

Not specified

Tailored Resume

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