Portfolio Manager – Investment Portfolio Management

Job Description

KPB Wealth Services Sr. Portfolio Manager | KeyBanc Capital Markets

The Tone:
This is a full-time role at KeyBanc Capital Markets, located in Brooklyn, Ohio. KeyBanc Capital Markets provides comprehensive wealth management services, helping clients achieve their financial goals through tailored investment strategies. This Senior Portfolio Manager position is crucial for managing complex client portfolios, delivering expert investment advice, and collaborating with relationship teams to ensure exceptional client service. The role supports the overall growth of the Wealth Segment by fostering client relationships and driving business development.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Hybrid, Brooklyn, Ohio, USA
• Pay: $80000–$150000 yearly
• Team: Collaborates with relationship management teams; may manage Portfolio Advisor Associates.
• Mission: Manages and constructs investment portfolios for high-net-worth clients, ensuring strategies align with goals and drive Wealth Segment growth.
• Tech Stack: Trust accounting system, portfolio management system

What You’ll Actually Do
• Portfolio Management: Manage complex investment portfolios with discretionary authority, including advising, planning, and executing investment strategies.
• Client Strategy Development: Evaluate client goals and objectives, collaborating with relationship teams to develop and implement tailored investment strategies.
• Portfolio Construction & Oversight: Construct, review, and rebalance portfolios in alignment with client objectives, investment policies, and strategic asset allocation guidance.
• Performance Analysis: Monitor and analyze portfolio performance, recommending adjustments as needed to meet client objectives and ensure adherence to internal policies.
• Client and Partner Engagement: Participate in client meetings, provide insights, coordinate with external advisors, and communicate timely updates to Relationship Managers.

The Must-Haves
• Background: Undergraduate degree in a business-related field, with a focus on managing complex investment portfolios for high-net-worth clients.
• Experience: A minimum of 10 years of experience in the investment management field, with proven success in an open architecture environment and managing a high-net-worth book of business.
• Skills: Excellent interpersonal and communications skills (both written and verbal), strong client focus, strong presentation skills, and the ability to work effectively as part of a sales and client servicing team.
• Bonus: Progress towards an advanced degree or professional certification.