Wealth Sr Portfolio Analyst

Wealth Sr Portfolio Analyst page is loaded## Wealth Sr Portfolio Analyst locations:
Portland, MEtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
May 1, 2026 (30+ days left to apply) job requisition :
R-38500
*
* Location:

** 200 Middle Street, Suite 301, Portland Maine
** Job Summary
** ABOUT THE JOB (JOB BRIEF):  Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities.

Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. 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.

** 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 Key Bank 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.
** Education Qualifications
*** Bachelor's Degree (required)
* Master's Degree (preferred)
** Experience Qualifications
*** A minimum of 3 years of related experience (required)
* A strong candidate with less experience can be considered for a junior Portfolio Analyst role.
** Licenses and Certifications
*** Chartered Financial Analyst (CFA) or other Professional designations (preferred)
** Tactical Skills
*** Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.
* Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.
* Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.
* Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.
* Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging…