Investment Associate

At KeyBank, we believe that an investment associate should have an entrepreneurial spirit, excellent analytical skills, and a passion for the financial industry. We are looking for an experienced Investment Associate who is ready to take the next step in their career and join an innovative and award-winning team.The ideal candidate for this position should have a strong understanding of portfolio management, thorough knowledge of financial instruments and markets, and the ability to develop and maintain relationships with clients. On top of that, they should have excellent communication and interpersonal skills, the ability to stay organized and work in a fast-paced environment, and a commitment to creating and maintaining strong customer relationships.The Investment Associate will be responsible for providing portfolio management and investment advice to a wide variety of clients. They will work with KeyBank's investment advisors and portfolio managers to ensure that the clients' portfolios are managed in accordance with their goals and objectives. The Investment Associate will also be responsible for researching and analyzing investments, attending meetings with clients, and preparing and presenting investment recommendations.Required Qualifications:• Bachelor’s degree in finance, economics, or a related field• 3+ years of experience in the financial industry• Knowledge of financial instruments and markets• Ability to build relationships with clients• Exceptional communication and interpersonal skills• Ability to stay organized and work in a fast-paced environment• Commitment to creating and maintaining strong customer relationships

Responsibilities:

1. Develop and maintain relationships with clients, providing portfolio management and investment advice.
2. Research and analyze investments, attending meetings with clients, and preparing and presenting investment recommendations.
3. Work with KeyBank's investment advisors and portfolio managers to ensure that clients' portfolios are managed in accordance with their goals and objectives.
4. Maintain knowledge of financial instruments and markets.
5. Communicate effectively with clients and colleagues.
6. Stay organized and work in a fast-paced environment.
7. Ensure customer satisfaction and build strong customer relationships.

According to JobzMall, the average salary range for a Investment Associate in Columbus, OH, USA is $60,000 to $90,000. This range is based on the salary information from various sources including job postings, job descriptions, and employee surveys.

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.