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Weekend Portfolio Analyst Jobs in Ohio (NOW HIRING)

KPB WS Portfolio Analyst

Brooklyn, OH · Hybrid

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

KPB WS Portfolio Analyst

Cleveland, OH · On-site

$52K - $80K/yr

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

Location: 127 Public Square, Cleveland Ohio Portfolio Analyst - Institutional Investments Position Summary The Portfolio Analyst supports the management and oversight of institutional investment ...

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Weekend Portfolio Analyst information

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KPB WS Portfolio Analyst

Keybank

Brooklyn, OH • Hybrid

$52K - $80K/yr

Full-time

Posted 4 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks


Job description

Location:

127 Public Square, Cleveland Ohio

Portfolio Analyst - Institutional Investments

Position Summary

The Portfolio Analyst supports the management and oversight of institutional investment portfolios for endowments, foundations, retirement plans, and nonprofit organizations. This role partners with investment consultants, advisors, and research professionals to monitor portfolio performance, execute trades, support rebalancing activities, prepare client reporting, and contribute to proposals and analysis. The ideal candidate is analytical, detail-oriented, and passionate about institutional investing and capital markets.

Key Responsibilities

  • Monitor portfolio performance, asset allocation, and risk metrics.
  • Prepare portfolio reviews, investment reports, and client presentation materials.
  • Execute trades and support portfolio rebalancing in accordance with investment policy guidelines.
  • Coordinate with trading, operations, and compliance teams to ensure accurate trade execution and settlement.
  • Provide portfolio analysis and reporting support for investment consultants and advisors for client meetings.
  • Identify opportunities to improve investment reporting, workflows, and operational efficiency.

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
  • A minimum of 1 year of experience in investment management, institutional consulting, portfolio analysis, or related roles.
  • Strong analytical, quantitative, and organizational skills.
  • Proficiency in Microsoft Excel and investment reporting systems.
  • Knowledge of portfolio management, asset allocation, and capital markets.
  • CFA candidacy or progress toward a professional investment designation is preferred.

Key Competencies

  • Attention to detail
  • Analytical thinking
  • Communication and presentation skills
  • Collaboration and teamwork
  • Client focus
  • Problem-solving and process improvement

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $52,000.00 - $80,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 09/10/2026 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

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.

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849