Portfolio Strategy & Oversight Analyst

Financeroles; United States; Hybrid; USD 57,000 - 87,000; Full time

Job summary

KeyBank seeks an experienced Portfolio Analyst to design, oversee, and refine investment portfolios in line with fiduciary standards and stated objectives. Located at 200 Middle Street, Portland ME, this role emphasizes reporting, policy adherence, and collaboration with internal teams to deliver rigorous portfolio solutions.

The ideal candidate has a minimum of 3 years of related experience, a Bachelor's degree, and potentially a CFA designation. Master’s degree is a plus.

Qualifications

• Bachelor's degree is required.
• Master's degree is preferred.
• CFA or other professional designations are preferred.
• A minimum of 3 years of related experience is required.
• A junior Portfolio Analyst role may be considered for candidates with less experience.

Responsibilities

• Prepare, review, and support reporting for client portfolios and internal strategies, ensuring accuracy, clarity, and alignment with investment policy requirements.
• Collaborate with internal teams to deliver timely and consistent portfolio reporting, analytics, and performance materials.
• Demonstrate strong project management skills across portfolio initiatives, reporting processes, reviews, and process enhancements.
• Construct, review, monitor, and adjust investment portfolios in accordance with approved investment objectives, policies, and investment guidelines.
• Ensure compliance with all internal policies, procedures, and regulatory requirements, including Reg 9 reviews and related compliance and reporting functions.
• Manage portfolios within a fiduciary framework, with an emphasis on risk management and adherence to portfolio guidelines.
• Utilize portfolio management, reporting, and book management tools to support accurate oversight, analysis, and documentation.
• Provide guidance, mentorship, and technical support to less experienced peers; serve as a subject matter resource within the team.
• Lead or contribute to internal team discussions related to portfolio management, reporting, governance, or process improvement initiatives.
• Perform other duties as assigned; responsibilities may evolve based on business needs.
• Comply with all KeyBank policies and procedures, including conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key and its clients.

Skills

Client Focus

Business Acumen

Peer Relationships

Decision Quality

Perspective

Problem Solving

Negotiating

Presentation Skills

Education

Bachelor's Degree

Master's Degree

CFA or Designations

Job description

KeyBank seeks an experienced Portfolio Analyst to design, oversee, and refine investment portfolios in line with fiduciary standards and stated objectives. Located at 200 Middle Street, Portland ME, this role emphasizes reporting, policy adherence, and collaboration with internal teams to deliver rigorous portfolio solutions.

The ideal candidate has a minimum of 3 years of related experience, a Bachelor's degree, and potentially a CFA designation. Master’s degree is a plus.