Job Description

Location:

JOB BRIEF (PURPOSE)

Provide centralized portfolio management support enabling Portfolio Managers and Portfolio Strategist(s) to provide effective strategies, solutions and optimal levels of service that exceed client expectations. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy.

ESSENTIAL JOB FUNCTIONS

Technical

• Reviews, monitors and modifies investment portfolio construction in accordance with client objectives and investment policy, initiates portfolio construction changes consistent with investment strategy.

• Maintains compliance with all internal policies and procedures, including but not limited to, Reg 9 reviews and other compliance reporting functions.

• Maintain deep expertise in financial markets and other related areas while also participating on or contributing to various investment committees.

• Has the knowledge and ability to manage investment portfolios within a fiduciary framework.

Support

• Focus on trading, rebalancing, portfolio construction, asset allocation, and portfolio execution

• Monitor cash levels including portfolio additions/withdrawals, overdrafts,

• Client reporting and book management tools

• Project management skills

REQUIRED QUALIFICATIONS

• Undergraduate Degree or a minimum of 1 year of prior related experience

• Strong Communication Skills

• Strong Technology Skills

• Results Focus

COMPETENCIES/SKILLS

Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with client in mind; establishes and maintains effective relationships with and gains their trust and respect.

Business Acumen - Know how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace.

Peer Relationships - Can quickly find common ground and solve problems for the good of all; can represent his/her own interests and yet be fair to other groups; can solve problems with peers with a minimum of noise; is seen as a team player and is cooperative; easily gains trust and support of peers; encourages collaboration; can be candid with peers.

Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment; most of his/her solutions and suggestions turn out to be correct and accurate when judged over time; sought out by others for advice and solutions.

Perspective - Looks toward the broadest possible view of an issue/challenge; has broad-ranging personal and business interests and pursuits; can easily pose future scenarios; can think globally; can discuss multiple aspects and impacts of issues and project them into the future.

Problem Solving - Uses rigorous logic and methods to solve difficult problems with effective solutions: probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers.

Negotiating - Can negotiate skillfully in tough situations with both internal and external groups; can settle differences with minimum noise; can win concessions without damaging relationships; can be direct and forceful as well as diplomatic; gains trust quickly of other parties to the negotiations; has a good sense of timing.

Presentation Skills - Is effective in a variety of formal presentation settings; one-on-one, small and large groups, with peers, direct reports, and managers; is effective both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working.

EQUIPMENT USED/PHYSICAL REQUIREMENTS

• Office equipment, MS Office Suite

• Trust accounting system and portfolio management system.

TRAINING REQUIRED

• On the job and as required to maintain licenses and certifications

Job Posting Expiration Date: 10/11/2025

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You'll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.

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