KeyBank

Investment Associate

KeyBank

Seattle, WA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

KeyBank is looking for a highly motivated Investment Associate to join our team. We are seeking an individual with the ability to work independently and as part of a team. In this role, you will be responsible for providing our clients with superior investment advice and services.The successful candidate will possess an exceptional understanding of investments, financial markets, and related financial services. They must be able to effectively analyze financial data to recommend investment opportunities. They must also be able to build relationships with clients and provide exceptional customer service.Ideal candidates will have at least 3 years of experience in the financial services industry. They must also have a Bachelor’s degree in finance, accounting, economics, or a related field. A strong background in mathematics, financial modeling, and financial analysis is also desired.The successful Investment Associate must have excellent communication and interpersonal skills, strong organizational skills, and the ability to handle multiple tasks. Finally, they must be able to work in a fast-paced environment and be highly detail-oriented.If you are looking for an opportunity to join a dynamic and growing team, we would love to hear from you.

Responsibilities:

  1. Provide clients with expert investment advice and services.
  2. Analyze financial data to recommend investment opportunities.
  3. Build relationships with clients and provide exceptional customer service.
  4. Utilize mathematics, financial modeling, and financial analysis to identify investment opportunities.
  5. Maintain excellent communication and interpersonal skills.
  6. Demonstrate strong organizational skills and the ability to handle multiple tasks.
  7. Work in a fast-paced environment and be highly detail-oriented.
Where is this job?
This job is located at Seattle, WA, USA
Job Qualifications
  • Excellent Communication And Interpersonal Skills

  • Proficiency In Microsoft Office Suite

  • Strong Analytical And Problem-Solving Skills

  • Financial Acumen

  • Ability To Manage Multiple Priorities And Tasks

  • Experience In Investment Banking

  • Research

  • Or Portfolio Management

  • Knowledge Of Financial Markets And Products

  • Ability To Work Under Pressure And Meet Deadlines

Required Skills
  • Budgeting

  • Risk Management

  • Accounting

  • Banking

  • Planning

  • customer service

  • Financial Modeling

  • Relationship Management

  • Researching

  • Portfolio Management

  • Regulatory compliance

  • Trading

  • Investing

  • Negotiating

  • Analyzing

Soft Skills
  • Communication

  • Conflict Resolution

  • Leadership

  • Negotiation

  • Problem Solving

  • Time management

  • Interpersonal Skills

  • creativity

  • Teamwork

  • Adaptability

Compensation

According to JobzMall, the average salary range for a Investment Associate in Seattle, WA, USA is $59,000 - $112,000. This range can vary depending on the employer and the individual's experience and qualifications.

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 22nd, 2025
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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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