Senior Portfolio Analyst — Strategy, Reporting & Oversight

KeyBank; Portland (ME); On-site; USD 57,000 - 87,000; Full time

Job summary

KeyBank in Portland, ME is seeking a Portfolio Analyst to design, construct, and manage investment portfolios aligned with policy and fiduciary standards. The role focuses on oversight, reporting, and strategy implementation, not direct client advising, and may supervise junior analysts.

You will collaborate with relationships, investment partners, and oversight teams to produce accurate reports, ensure compliance, and drive process improvements within the Wealth Segment.

Qualifications

• Bachelor's Degree required
• Master's Degree preferred
• Minimum 3 years of related investment portfolio experience
• CFA or other professional designation preferred

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

Job description

KeyBank in Portland, ME is seeking a Portfolio Analyst to design, construct, and manage investment portfolios aligned with policy and fiduciary standards. The role focuses on oversight, reporting, and strategy implementation, not direct client advising, and may supervise junior analysts.

You will collaborate with relationships, investment partners, and oversight teams to produce accurate reports, ensure compliance, and drive process improvements within the Wealth Segment.