KPB Senior/Junior Portfolio Analyst

Location 200 Middle Street, Suite 301, Portland Maine Job Summary 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. 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 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 KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients. 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 – Dedicated to meeting the expectations and requirements of internal and external customers; obtains first‑hand customer information and uses it for improvements in products and services; acts with clients in mind; establishes and maintains effective relationships and gains their trust and respect. Business Acumen – Understands how businesses work; knowledgeable about current and future policies, practices, trends, and information affecting the organization; aware of competition and how strategies and tactics work in the marketplace. Peer Relationships – Quickly finds common ground and solves problems for the good of all; represents own interests fairly; solves problems with peers with minimal noise; is seen as a team player, cooperative, trusted, and supportive; encourages collaboration; candid with peers. Decision Quality – Makes good decisions based on analysis, wisdom, experience, and judgment; solutions are correct and accurate; solicited for advice and solutions. Perspective – Looks toward the broadest possible view of an issue or challenge; has broad personal and business interests; can see future scenarios; thinks globally; considers multiple aspects and impacts. Problem Solving – Uses rigorous logic and methods to solve difficult problems; probes all sources for answers; sees hidden problems; performs honest analysis; looks beyond the obvious and perseveres. Negotiating – Negotiates skillfully in tough situations with internal and external groups; settles differences with minimal noise; gains trust quickly; balances directness, diplomatic tactics, and timing. Presentation Skills – Effective in formal presentations, one‑on‑one, small and large groups, peers, direct reports, and managers; commands attention; manages group process during the presentation; adapts tactics when needed. Core Competencies All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies. Compensation and Benefits 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 various factors, including but not limited to skills, experience, and geographic location. Compensation also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Workspaces Key has implemented an approach to employee workspaces that prioritizes in‑office presence while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. Posting Expiration Date 06/14/2026 Equal Opportunity Employer KeyCorp 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 unable or limited in their ability to apply on this site may request reasonable accommodations by emailing View email address on click.appcast.io. #J-18808-Ljbffr