Are you a highly motivated and detail-oriented individual looking to make an impact in the world of investments? KeyBank is looking for an Investment Associate to join our team and take our investment operations to the next level. In this role, you will be responsible for maintaining accurate client information, researching industry trends, and driving the success of our investment operations. To be successful in this position, you must have an in-depth knowledge of investments, banking operations, and financial services. You must also have excellent communication skills and be able to work independently with minimal supervision.Do you have what it takes to join our team? If so, please read on for more details!
Responsibilities:
- Maintain accurate client information and ensure client satisfaction.
- Stay up-to-date on industry trends and developments.
- Assist in the development of investment strategies and implement them as needed.
- Monitor the performance of investments and make adjustments as needed.
- Analyze financial data and make recommendations to maximize profits.
- Prepare reports and presentations to communicate investment performance and trends.
- Generate new business opportunities through networking and client relationships.
- Ensure compliance with bank and regulatory requirements.
- Develop and maintain strong relationships with clients and colleagues.
- Provide support to other team members as needed.
Strong Quantitative And Analytical Skills
Excellent Financial
Economic And Market Analysis Skills
Bachelor’s Degree In Finance
Accounting Or Economics
Cfa Designation Or Working Towards Cfa Designation
Knowledge Of Financial Statement Analysis
Knowledge Of Capital Markets And Investment Products
Ability To Build Relationships With Internal And External Clients
Excellent Communication And Presentation Skills
Risk Management
Financial Analysis
Accounting
Banking
Communication
Market Research
Negotiation
Financial Modeling
Portfolio Management
Regulatory compliance
Client Relations
Due Diligence
Asset allocation
Investment Strategies
Capital Markets
Communication
Negotiation
Time management
Interpersonal Skills
creativity
Organization
self-motivation
flexibility
Teamwork
Problem-Solving
According to JobzMall, the average salary range for a Investment Associate in Portland, OR, USA is $60,000 - $85,000 per year. This range is based on the current job postings on the website.
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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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