Wealth Sr Portfolio Analyst

Location

200 Middle Street, Suite 301, Portland Maine

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 the relationship team to provide effective strategies, solutions and optimal levels of service that exceed client expectations. The position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities.

It may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. The role collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiating 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.
• Maintains deep expertise in financial markets and 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.
• Focuses on trading, rebalancing, portfolio construction, asset allocation, and portfolio execution.
• Monitors cash levels including portfolio additions/withdrawals and overdrafts.
• Uses client reporting and book management tools.
• Demonstrates strong project management skills.
• Provides guidance and acts as a role model for less experienced peers.
• Leads team discussions as needed.
• Performs other duties as assigned; duties may change or new ones may be assigned at any time with or without notice.
• Complies with all Key Bank policies and procedures, including acting professionally, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

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

• Minimum of 3 years of related experience (required)
• Unexperienced candidates may be considered for a junior Portfolio Analyst role.

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

• Client Focus – dedicated to meeting expectations of internal and external customers, using their feedback for improvements and establishing trust.
• Business Acumen – knowledgeable about business operations, policies, trends, competition, and market dynamics.
• Peer Relationships – collaborates effectively with peers, represents own interests fairly, and encourages teamwork.
• Decision Quality – makes sound decisions based on analysis, experience, and judgment.
• Perspective – considers broad viewpoints and future scenarios, thinking globally and strategically.
• Problem Solving – applies rigorous logic, explores diverse solutions, and seeks thorough analysis.
• Negotiating – negotiates skillfully, settles differences, and maintains relationships.
• Presentation Skills – presents effectively in various settings, commanding attention and adjusting tactics as needed.

• All Key Bank employees are expected to demonstrate Key’s values and sustain proficiency in identified leadership competencies.

This position is eligible to earn a base salary in the range of $57,000.00 – $87,000.00 annually. Placement within the pay range may differ based on skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives.

Key Corp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status, or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are limited in their ability to apply on this site may request reasonable accommodations by emailing