KeyBank

Investment Associate

KeyBank

Pittsburgh, PA, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

Are you a skilled and highly motivated professional looking to make a difference in the field of investments? KeyBank is seeking an Investment Associate to join our team and help us achieve our mission of providing exceptional banking services to our customers. In this role, you will be responsible for providing comprehensive and tailored financial advice to clients, as well as managing the daily operations of the investment department.The ideal candidate for this position has a minimum of 2 years of experience in the investment field, strong analytical and financial modeling skills, and excellent customer service skills. You must be organized and detail-oriented, with a high level of professionalism and the ability to work independently. The ability to remain current on market trends and make sound investment decisions is essential for success in this role. If you are looking for an opportunity to utilize your financial knowledge and expertise to make a positive impact, then this is the position for you.

Responsibilities:

  1. Provide tailored financial advice to clients, taking into account their individual needs and goals.
  2. Manage the daily operations of the investment department, including paperwork and financial analysis.
  3. Analyze financial data and develop financial models to help clients make sound investment decisions.
  4. Stay current on market trends and communicate these trends to clients.
  5. Respond to client inquiries in a timely and professional manner.
  6. Work independently and manage multiple tasks and projects at once.
  7. Maintain a high level of professionalism and ethical conduct.
  8. Ensure compliance with all regulatory requirements.
Where is this job?
This job is located at Pittsburgh, PA, USA
Job Qualifications
  • Excellent Communication Skills

  • Accounting

  • Bachelor's Degree In Business

  • Strong Financial Analysis Capabilities

  • Understanding Of Capital Markets

  • Proficiency In Excel

  • Or Finance

  • Track Record Of Success In Sales Or Finance

  • Knowledge Of Keybank Products And Services

  • Previous Experience In Investment Banking Or Asset Management

Required Skills
  • Budgeting

  • Financial Analysis

  • Financial Planning

  • Data Analysis

  • Excel

  • Quantitative Modeling

  • Risk Analysis

  • Portfolio Management

  • Regulatory compliance

  • Market analysis

  • Client Relations

  • Negotiations

  • Asset allocation

  • Investment Research

  • Equity Trading

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Investment Associate in Pittsburgh, PA, USA is $31,000 - $64,000. The salary range may vary depending on the company, the candidate's experience and qualifications, and the local job market.

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 21st, 2023
Apply BeforeMay 10th, 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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