8 associate portfolio management jobs found

Location: 127 Public Square, Cleveland Ohio Job Summary The Associate, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Associate, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participation in other bank's syndicated deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This...

Location: 4910 Tiedeman Road, Brooklyn Ohio Position Location Policy General Location: Brooklyn, OH or Cleveland, OH highly preferred. Covering the Ohio portfolio. Hybrid Requirement (if within specific cities): If the selected candidate resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Remote: if the selected candidate resides outside KeyBank footprint they will be remote. Hours: 8-5pm EST Job Summary The Business Service Officer (BSO) manages a portfolio of Business Banking clients within an assigned market, reporting to Commercial Onboarding and Servicing (COS). Acting as the primary point of contact, the BSO ensures a premium client experience through timely and high-quality resolution of service requests, proactive outreach, and risk mitigation for both the Bank and its clients. Essential Functions Serve as the first point of contact for client service issues, guiding clients through...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Profile Summary The Client Service Associate (CSA) works in a centralized task queue environment supporting the Key Private Bank (KPB) regional sales teams by ensuring full completion of client transactions in Investment Management & Trust (“IM&T”) accounts , assisting with identification and coordination and product delivery. The Associate consistently meets the needs of our high-net-worth clients by providing efficient service and problem resolution throughout each step of the KPB service and client experience process. Supports the KPB team to grow, expand and retain client relationships as well as provide differentiated client experience, leading to higher client satisfaction and Net Promoter Scores. Essential Functions Support the Key Private Bank team in the delivery of the sales and client experience process by completing tasks in a centralized work queue, in a timely manner, shared across multiple...

Location: 4900 Tiedeman Road, Brooklyn Ohio Job Summary The Treasury Operations Department is responsible for processing transactions and preparing both internal and regulatory reports associated with the Investment Portfolio, Collateral Management, Funding (including Liabilities), and Safekeeping functions. The Operations Analyst maintains an accurate and current system of record that reflects all Treasury-related transactions. Treasury Operations primarily supports multiple Lines of Business at Key and its affiliates. Portfolio responsibilities encompass managing fixed income securities such as bonds, settling trades involving fixed income and equities, processing principal and interest payments, and reconciling General Ledger entries. Funding activities include administering KeyBank debt issuances and borrowings, overseeing principal and interest payments, monitoring aggregate cash positions at the Federal Reserve, conducting due from account reviews, initiating...

Location: 127 Public Square, Cleveland Ohio Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance.  This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts.  Essential Job Functions  Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

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...