Wealth Research Internship: Portfolio Insights & Analysis

KeyBank; Brooklyn (OH); On-site; USD 28,000 - 36,000; Part time

Benefits offered by this job

Summer internship sign-on bonus

Job summary

The Key Wealth Management Internship and Analyst program at KeyBank in Brooklyn, OH offers a 10.5-week, markets- and portfolio-focused experience. You will work with the Investment Research team on asset-allocation views, manager due diligence, and security-level research powering portfolios across the Wealth Continuum.

The program seeks students pursuing a four-year degree with coursework in wealth management, finance, or economics, and welcomes applicants who demonstrate leadership, strong

Qualifications

• Pursuing a four-year degree or graduate level degree by May 2029 with focused coursework in wealth management, finance, accounting, business, and/or economics (preferred)
• Demonstrated leadership and teamwork through past work experience and/or extracurricular activities. Outstanding academic achievement with a minimum 3.0 GPA.
• Analytical Skills: Ability to analyze financial data to support the Research and Data Analysis team.

Responsibilities

• Develop a strong working knowledge of how Investment Research connects to Portfolio Management, Advisory Services, and Trust — including how a house view becomes a model portfolio and, ultimately, a client trade.
• Deliver quantitative and qualitative analysis on Key Private Bank Research workflows (data ingestion, manager screens, performance attribution, publication cadence) with an emphasis on process automation and data quality.
• Contribute to research deliverables such as manager due-diligence write-ups, sector or thematic notes, capital markets commentary, and performance/attribution reviews.
• Demonstrate a commitment to fostering a positive team experience by engaging actively with Research analysts, portfolio strategists, and data teammates. Other duties and projects assigned Engage in Key Corp Enterprise learning labs and networking events.
• Collaborate on a Capstone Group Project — for example, an investment thesis or manager recommendation — presented to senior Investment leadership. Other duties and projects assigned Perform other duties as assigned; duties, responsibilities, and/or activities may change or new ones may be assigned at any time with or without notice.

Skills

Analytical Skills

Problem Solving

Communication

Presentation Skills

Technical Proficiency

Education

Pursuing a four-year degree by May 2029

Tools

Microsoft Excel

PowerPoint

Job description

The Key Wealth Management Internship and Analyst program at KeyBank in Brooklyn, OH offers a 10.5-week, markets- and portfolio-focused experience. You will work with the Investment Research team on asset-allocation views, manager due diligence, and security-level research powering portfolios across the Wealth Continuum.

The program seeks students pursuing a four-year degree with coursework in wealth management, finance, or economics, and welcomes applicants who demonstrate leadership, strong