KPB WS Portfolio Analyst

KeyBank•Brooklyn, OH

1d•$52,000 - $80,000•Hybrid

About The Position

The Portfolio Analyst supports the management and oversight of institutional investment portfolios for endowments, foundations, retirement plans, and nonprofit organizations. This role partners with investment consultants, advisors, and research professionals to monitor portfolio performance, execute trades, support rebalancing activities, prepare client reporting, and contribute to proposals and analysis. The ideal candidate is analytical, detail-oriented, and passionate about institutional investing and capital markets.

Requirements

Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
A minimum of 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles.
Strong analytical, quantitative, and organizational skills.
Proficiency in Microsoft Excel and investment reporting systems.
Knowledge of portfolio management, asset allocation, and capital markets.

Nice To Haves

CFA candidacy or progress toward a professional investment designation is preferred.

Responsibilities

Monitor portfolio performance, asset allocation, and risk metrics.
Prepare portfolio reviews, investment reports, and client presentation materials.
Execute trades and support portfolio rebalancing in accordance with investment policy guidelines.
Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement.
Provide portfolio analysis and reporting support for investment consultants and advisors for client meetings.
Identify opportunities to improve investment reporting, workflows, and operational efficiency.