6 financial analyst jobs found

Location: 127 Public Square, Cleveland Ohio Job Summary The Lead Treasury Analyst is part of the Corporate Treasury team which is focused on the strategic management of the bank's fixed income and derivatives portfolios. This role involves developing expertise in asset/liability management philosophies, communicating financial market conditions to senior leadership, and collaborating across departments to shape strategies that align with risk appetite and balance sheet objectives. The analyst will conduct advanced research, modeling, and analysis of market opportunities, while monitoring portfolio performance and its impact on risk and accounting outcomes. Essential Functions Strategically manage fixed income and derivatives portfolios. Build knowledge in asset/liability management philosophies. Communicate market conditions and strategic insights to senior management. Collaborate across teams to develop and implement portfolio strategies. Conduct in-depth research...

Location: 127 Public Square, Cleveland Ohio Job Summary The Lead Treasury Analyst is part of the Corporate Treasury team which is focused on the strategic management of the bank's fixed income and derivatives portfolios. This role involves developing expertise in asset/liability management philosophies, communicating financial market conditions to senior leadership, and collaborating across departments to shape strategies that align with risk appetite and balance sheet objectives. The analyst will conduct advanced research, modeling, and analysis of market opportunities, while monitoring portfolio performance and its impact on risk and accounting outcomes. Essential Functions Strategically manage fixed income and derivatives portfolios. Build knowledge in asset/liability management philosophies. Communicate market conditions and strategic insights to senior management. Collaborate across teams to develop and implement portfolio strategies. Conduct in-depth research...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Senior Trust Officer fulfills fiduciary responsibilities of KeyBank by providing expert trust and estate administration and advisory services to high-net-worth clients and their beneficiaries. The Senior Trust Officer works across Key Private Bank (KPB), collaborates effectively and provides insights and solutions to attract, retain and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and estate settlement accounts, in accordance with established policies and procedures, to a high professional standard – entrusted with the responsibility of delivering the KPB fiduciary mandate to ensure consistent advisory delivery, while managing fiduciary risk. Retains and deepens profitable client relationships within assigned revenue base. Actively produces new revenue as a team member to the field to meet production goals. The role may have...

Location: 4900 Tiedeman Road, Brooklyn Ohio Hours: M - F, 8 - 5 Location : Hybrid, minimum 2 days/week at office located on Tiedeman Road. Job Summary The Pricing Operations Lead Specialist is responsible for supporting pricing activities for investments held by Key Private Bank clients on our accounting system, Global Plus.  Timely and accurate pricing ensures securities are valued correctly on customer statements, valued correctly for client fees and for investment review purposes. The specialist is responsible for monitoring the daily automated pricing interfaces and reviewing alternative investment valuation statements and updating pricing based on this analysis.  Additionally, the specialist assists with the monthly stale priced asset control process and may aid in projects to streamline and improve department processes. This position provides support to Department Manager, Section Manager, and Associates to ensure accurate and timely pricing of securities...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The role involves reviewing balance sheets and income statements, investigating general ledger variances, participating in month-end close processes, reconciling accounts, managing accruals, acting as liaison between Financial and Servicing Operations, ensuring GAAP compliance, and completing audit requests. Essential Functions Review Balance Sheet and Income Statement for reasonableness. Research and understand causes of variances within general ledger. Participate in month-end close process through analysis, review, identification of errors or inconsistencies, corrections where appropriate. Understand and interpret both manual general ledger entries and subsystem interface entries from various operations groups. Reconcile or review select general ledger accounts. Establish, monitor and adjust accruals or amortization entries where appropriate. Perform research for inquiries concerning recorded...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...