We’re looking for an experienced Investment Associate to join KeyBank’s Investment Services team and help us continue to provide exceptional financial advice and service to our clients. The ideal candidate will have a passion for the financial services industry, and the drive to provide an outstanding client experience.The Investment Associate position requires a highly organized, analytical, and customer-focused individual with strong interpersonal and communication skills. The successful candidate will have a deep understanding of the financial markets and will be able to provide comprehensive analysis, guidance, and ongoing support to our clients.If you have the required qualifications and are passionate about helping people achieve their financial goals, we want to hear from you!
Responsibilities:
- Develop and maintain relationships with clients to provide exceptional customer service.
- Analyze financial markets and provide comprehensive analysis and guidance to clients.
- Execute transactions and provide ongoing support to clients.
- Monitor and track investments and portfolios.
- Keep up-to-date with changes in financial regulations and industry trends.
- Prepare reports and presentations for internal and external stakeholders.
- Attend meetings, seminars, and other events to represent the company.
- Participate in training and development activities to stay up-to-date on the latest investment strategies.
- Maintain detailed records of client interactions and provide timely follow-up.
- Ensure compliance with all relevant laws and regulations.
Ability To Work Independently And As Part Of A Team
Financial Services Experience
Bachelor's Degree In A Related Field
Excellent Written And Verbal Communication Skills
Strong Understanding Of Financial Markets And Investments
Analytical And Problem-Solving Skills
Ability To Develop And Maintain Relationships With Clients
Proficiency With Microsoft Office Suite
Financial Reporting
Accounting
Data Analysis
Negotiation
Financial Modeling
Risk Analysis
Investment Strategy
Portfolio Management
Regulatory compliance
Market analysis
Asset management
Client Relations
Asset allocation
Portfolio optimization
Investment Research
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
Critical thinking
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Investment Associate in Cleveland, OH, USA is $50,000 - $90,000. This range may vary depending on the employer, experience, and other qualifications.
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KeyBank, the primary subsidiary of KeyCorp, is an American regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is one of the largest banks in the United States. Key's customer base spans retail, small business, corporate, commercial, and investment clients.
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