Key Private Bank Portfolio Analyst

KeyBank•Portland, ME

21h•Hybrid

About The Position

Responsible for designing, constructing, and managing investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. The analyst works with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. The position may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers, and may provide the complete breadth and depth of the Wealth Segment suite of capabilities. Success depends on investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams. The role includes portfolio construction and monitoring, fiduciary and regulatory compliance, reporting and analytics, project management, and support for team members and process improvement. Responsibilities may evolve based on business needs.

Requirements

Bachelor's degree.
A minimum of 3 years of related experience.
Skills in client focus, business acumen, peer relationships, decision quality, perspective, problem solving, negotiating, and presentation.

Nice To Haves

Master's degree.
Chartered Financial Analyst (CFA) designation or other professional designation.

Responsibilities

Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
Demonstrate project management across portfolio initiatives, reporting processes, reviews, and process enhancements.
Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
Ensure compliance with internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
Manage portfolios within a fiduciary framework, emphasizing risk management and adherence to portfolio guidelines.
Use portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
Provide guidance, mentorship, and technical support to less experienced peers and serve as a subject matter resource within the team.
Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
Comply with KeyBank policies and procedures, conduct business ethically, avoid conflicts of interest, and act in the best interests of Key and its clients.
Perform other duties as assigned.