7 associate portfolio management jobs found in Brooklyn, OH

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

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: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) As a Senior Research Analysts, the responsibilities include the financial analysis of the capital markets. The Senior Analyst will have demonstrated the ability to satisfy the requirements of the Analyst position with the added ability to identify relative value in the markets and to provide investment guidance to the investment strategy teams based on a thorough review of financial documents relating to securities being offered or when quarterly financial statements are released. The Senior Research Analyst will have established a network of professional contacts relating to the companies (entities) that are associated with their sector assignments. The analyst will be expected to promote Key Private Bank's marketing objectives by publishing relevant research regarding sector assignments. In addition, the analyst will be responsible for providing on-going surveillance for all investments assigned to them...

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job Reporting to the Director of Cybersecurity Risk Oversight, the Sr. Cybersecurity Risk Oversight Professional is a 2nd Line of Defense risk management position that provides independent oversight and Risk Management subject matter expertise to 1st Line of Defense Business units and their corresponding Business Risk and Control Analysts.   This position is responsible for Operational Risk oversight of the Key Technology and Operations Services line of business, as well as technology and information security risk oversight for areas of the enterprise that manage technology. As part of this oversight role, experience with cybersecurity domains, operations, architecture, governance, information security, and the ability to leverage that experience to identify material risks, provide credible challenge and assist in developing effective mitigation strategies. Essential Functions Evaluate risk and control...

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...