✦ Luna Orbit — Finance & Accounting

KPB Senior/Junior Portfolio Analyst

at KeyCorp

📍 Portland, ME Hybrid 💰 $57K – $87K USD / year Posted April 04, 2026
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Position Details

Salary $57K – $87K USD / year
Type Full-Time
Experience senior
Exp. Years 3+ years
Education Bachelor's Degree (required)
Category Finance & Accounting

About this role

Manages and constructs investment portfolios for clients in line with goals and investment policy. Advises clients on strategies, collaborates with the relationship team, and may mentor junior staff to ensure service excellence.

Key Responsibilities

  • Review and modify portfolio construction; ensure compliance with policies; lead team discussions and mentorship; collaborate with relationship team; monitor cash levels and portfolio execution

Technical Overview

Wealth management portfolio construction, asset allocation, and performance monitoring within a fiduciary framework; compliance with Reg 9; client reporting and portfolio execution.

Ideal Candidate

The ideal candidate is a mid-to-senior level portfolio analyst with 3+ years of wealth management experience, CFA preferred, strong portfolio construction and client-facing skills, and the ability to mentor junior staff.

Must-Have Skills

Bachelor's Degree (required)A minimum of 3 years of related experience (required)

Nice-to-Have Skills

Chartered Financial Analyst (CFA) or other professional designation (preferred)Master's Degree (preferred)

Required Skills

portfolio managementportfolio constructionasset allocationrebalancinginvestment policyfiduciaryReg 9complianceclient reportingrelationship management

Soft Skills

Client relationship managementLeadershipTeam collaborationCommunicationProblem-solvingProject management

Certifications

Preferred

Chartered Financial Analyst (CFA)

Industry & Role

Industry Banking
Job Function Manage and construct client investment portfolios to meet goals within policy and fiduciary guidelines.
Role Subtype Portfolio Analyst

Keywords for Your Resume

portfolio analystportfolio managementinvestment portfolioasset allocationrebalancingportfolio constructioninvestment policyfiduciaryReg 9complianceclient reportingproject managementrelationship managementleadershipPortlandhybridBachelor's DegreeCFAChartered Financial Analyst3+ yearsKeyCorpWealth managementinvestment strategiessenior portfolio analyst

Deal Breakers

Bachelor's degree not present, Less than 3 years of related experience, No CFA designation, Unwilling to work in hybrid Portland, ME arrangement

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