KeyBank

Investment Associate

KeyBank

Minneapolis, MN, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

KeyBank is looking for an experienced Investment Associate to join their team of professionals in managing client investments. This is a great opportunity for an individual who is passionate and knowledgeable about financial markets and has a strong desire to provide exceptional customer service. The successful candidate will have an impressive background in investment and finance, strong communication and interpersonal skills, and the ability to work in a fast-paced environment.Qualifications:• Bachelor’s degree in finance, economics, or a related field• Minimum of 3-5 years of experience in financial markets• Knowledge of investment strategies and the ability to identify risks and opportunities• Strong customer service skills and the ability to build relationships• Aptitude for working with financial technology• Excellent interpersonal and communication skills• Ability to work independently and as part of a teamIf you have a passion for the financial markets and the desire to help clients reach their financial goals, this is the perfect opportunity for you! We look forward to hearing from you.

Responsibilities:

• Provide investment advice and guidance to clients and manage their investments according to their individual needs • Analyze financial data and markets to identify risks and opportunities within investments • Research and recommend appropriate investment strategies and products for clients • Develop and maintain relationships with clients in order to better understand their financial goals and objectives • Monitor changes in the markets and adjust investment strategies accordingly • Remain up to date on industry trends and changes in investment regulations • Prepare and present reports and presentations to clients • Provide exceptional customer service to ensure client satisfaction • Maintain accurate records of client investments • Collaborate with other professionals on the team to ensure successful completion of tasks

Where is this job?
This job is located at Minneapolis, MN, USA
Job Qualifications
  • Proficiency In Microsoft Office

  • Excellent Written And Verbal Communication Skills

  • Bachelor's Degree

  • Strong Analytical And Problem Solving Skills

  • Self-Motivated And Detail-Oriented

  • Ability To Multi-Task And Prioritize Workload

  • Cfa/Cpa/Mba Preferred

  • Demonstrated Knowledge Of Financial Markets

Required Skills
  • Budgeting

  • Accounting

  • Networking

  • Forecasting

  • Reporting

  • Researching

  • Financing

  • Problem-Solving

  • Managing

  • presenting

  • Advising

  • Negotiating

  • Analyzing

  • Collaborating

  • Strategizing

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Time management

  • Interpersonal Skills

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Associate in Minneapolis, MN, USA is between $68,492 - $101,463. This range is based on the salaries reported by current or former Investment Associates in the area.

Additional Information
KeyBank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJune 22nd, 2023
Apply BeforeJune 9th, 2026
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About KeyBank

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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