KeyBank is looking for an Investment Associate to join our team and help shape the future of our organization. The Investment Associate will be responsible for providing professional financial advice to clients and helping them achieve their financial goals. The ideal candidate for this role will have a strong financial background, excellent communication skills, and the ability to work independently.The successful candidate will be an organized and detail-oriented professional with a passion for financial services. They will have a high aptitude for problem-solving and the ability to make sound decisions. This individual should also have a commitment to providing excellent client service and a strong understanding of the financial industry.A Bachelor's Degree in Finance or a related field as well as 5+ years of experience in the financial services industry is required for this position. Additionally, the ideal candidate should be able to demonstrate a comprehensive understanding of investments, financial markets, and securities. A knowledge of financial products such as mutual funds, ETFs, and annuities is preferred.If you're passionate about finance and have the relevant experience, we'd love to hear from you!
Responsibilities:
- Provide professional financial advice to clients and help them achieve their financial goals.
- Analyze and interpret financial data to identify trends and make sound decisions.
- Develop and maintain relationships with clients and provide excellent customer service.
- Monitor and analyze market trends, financial instruments, and other investment opportunities.
- Prepare investment recommendations and present them to clients.
- Process financial transactions according to client instructions.
- Ensure compliance with relevant laws and regulations.
- Stay up-to-date with changes in the financial services industry.
- Maintain accurate records of all client transactions.
- Assist with any other tasks related to investments as required.
Problem-Solving Ability
Relationship Management
Financial/Investment Analysis
Risk Management
Regulatory Compliance
Investment Product Knowledge
Advanced Computer Proficiency
Written And Verbal Communication Skills
Risk Management
Financial Reporting
Data Analysis
Communication
Market Research
Financial Modeling
Quantitative Analysis
Relationship Management
Portfolio Management
Regulatory compliance
Due Diligence
Asset allocation
Client Services
Investment Analysis
Investment Consulting
Communication
Leadership
Time management
Interpersonal Skills
creativity
Organization
self-motivation
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Investment Associate in Albany, NY, USA is $56,000 - $83,000. This range will vary depending on the experience and qualifications of the individual.
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KeyBank, the primary subsidiary of KeyCorp, is an American regional bank headquartered in Cleveland, Ohio, and is the only major bank based in Cleveland. KeyBank is one of the largest banks in the United States. Key's customer base spans retail, small business, corporate, commercial, and investment clients.
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