Wealth Sr Portfolio Analyst

Location:

200 Middle Street, Suite 301, Portland Maine

Responsible for the design, construction, and ongoing management of 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. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies.

This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams.

• 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 strong project management skills 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 all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
• Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
• Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
• Provide guidance, mentorship, and technical support to less experienced peers; 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.
• Perform other duties as assigned; responsibilities may evolve based on business needs.
• Comply with all Key Bank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.

• Bachelor's Degree (required)
• Master's Degree (preferred)

• A minimum of 3 years of related experience (required)
• A strong candidate with less experience can be considered for a junior Portfolio Analyst role.

• Chartered Financial Analyst (CFA) or other Professional designations (preferred)

• 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 personal and business interests and pursuits; can easily…