5 asset management jobs found in Brooklyn

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...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Senior Research Analyst has an integral role in supporting the efforts of senior Equity team members, as well as advising client portfolio managers and traders. This includes the entire range of research skills such as screening new ideas, modeling potential outcomes, and challenging team members in a professional manner. Responsibilities will include the financial analysis of equities; conducting investment research including reading and reviewing sell-side research reports and company filings, as well as interacting with both sell-side analysts and corporate management; creating models/spreadsheets and assisting in preparing valuation and screening reports; participating in the preparation of market commentaries; maintaining a number of proprietary lists of securities; supporting requests for information from client portfolio managers; and other projects/responsibilities as determined by the senior...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid - 2+ days in office, 4910 Tiedeman Rd, Brooklyn, OH. Job Summary We are seeking an IT Senior Business Analyst to join the Enterprise Mart Delivery squad within Enterprise Data and Information Services (EDIS). This is a high‑impact opportunity to be part of a team dedicated to building and delivering robust enterprise data pipelines that power reporting, analytics, and data‑driven business insights critical to organizational decision‑making. In this highly visible role, the IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Partners with stakeholders to elicit and document requirements, develop supporting artifacts, and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Enterprise Data Quality team at KeyBank is seeking a highly motivated and detail-oriented Data Quality Senior Analyst to lead the daily operations within the data quality rule writing Coverage team.  The Coverage team ensures data assets at Key are supported by the appropriate data quality rules, through direct rule definition & implementation, as well as supporting partners throughout Key as they create and implement their own rules.  This is a foundational component of our Enterprise Data Quality Program. This role is essential to ensuring data is trustworthy and fit for its intended use across regulatory, analytics, AI, and reporting functions. The ideal candidate is a passionate data advocate with a strong understanding of banking processes, data quality principles, tools, and best practices paired with advanced SQL proficiency that is critical to effectively interrogating, validating, and monitoring...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Home Lending Center (HLC) Loan Officer (LO) assists clients with the origination of residential mortgage loans, offering analysis and advice on home lending solutions that align with clients' financial goals. This role involves developing referral sources to grow Key's home lending business and client base. The HLC LO is expected to meet or exceed sales goals while maintaining high standards of client satisfaction and loan quality. Essential Functions Prospect and develop new client relationships and loan originations through internal referrals and external centers of influence. Originate and process targeted number of family residential real estate mortgage transactions in line with Home Lending guidelines. Provide clients with detailed information about various mortgage options, interest rates, and terms to help them make informed decisions Gather necessary documentation at loan registration and serve as...