Portfolio Analyst

KeyBank

Portfolio Analyst supporting KeyBank’s institutional investment portfolios for endowments, foundations, retirement plans, and nonprofits. Monitoring performance, executing trades, rebalancing portfolios, and preparing client reporting.

Posted 8/10/2026full-timeCleveland • Ohio • 🇺🇸 United StatesJunior💰 $52,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in portfolio management, asset allocation, and investment reporting, with strong analytical and quantitative skills to enhance operational efficiency and client engagement.

Highest-signal resume keywords

Portfolio ManagementInvestment ReportingMicrosoft Excel ProficiencyAnalytical ThinkingClient Focus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Portfolio AnalysisRisk Metrics MonitoringTrade ExecutionAsset AllocationInvestment Policy Guidelines

Soft Skills

Attention to DetailCommunication SkillsCollaborationProblem-SolvingOrganizational Skills

Tools & Technologies

Investment Reporting Systems

Certifications & Qualifications

CFA Candidacy

Industry Keywords

Investment ManagementInstitutional ConsultingCapital Markets

About the role

Key responsibilities & impact

Monitor portfolio performance, asset allocation, and risk metrics
Prepare portfolio reviews, investment reports, and client presentation materials
Execute trades and support portfolio rebalancing according to 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 during client meetings
Identify opportunities to improve investment reporting, workflows, and operational efficiency

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Accounting, Business, or a related field
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 preferred
Attention to detail
Analytical thinking
Communication and presentation skills
Collaboration and teamwork
Client focus
Problem-solving and process improvement

Benefits

Comp & perks

Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
In-office presence with flexible options when the role can be performed effectively in a mobile environment
Flexible, inclusive work environment
Supportive teammates
Challenging projects
Accessible leaders
Opportunities to grow in the position and career