KeyBank

Investment Associate

KeyBank

Portland, OR, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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:

  1. Maintain accurate client information and ensure client satisfaction.
  2. Stay up-to-date on industry trends and developments.
  3. Assist in the development of investment strategies and implement them as needed.
  4. Monitor the performance of investments and make adjustments as needed.
  5. Analyze financial data and make recommendations to maximize profits.
  6. Prepare reports and presentations to communicate investment performance and trends.
  7. Generate new business opportunities through networking and client relationships.
  8. Ensure compliance with bank and regulatory requirements.
  9. Develop and maintain strong relationships with clients and colleagues.
  10. Provide support to other team members as needed.
Where is this job?
This job is located at Portland, OR, USA
Job Qualifications
  • 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

Required 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

Soft Skills
  • Communication

  • Negotiation

  • Time management

  • Interpersonal Skills

  • creativity

  • Organization

  • self-motivation

  • flexibility

  • Teamwork

  • Problem-Solving

Compensation

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.

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
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

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.

Frequently asked questions

Get interviewed today!

JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.

Get Started