The job is looking to solve the problem of providing high-quality equity research and investment insights to Senior Management, client portfolio managers, and traders at KeyCorp, with the goal of strengthening branding, identifying growth opportunities, and supporting investment decisions.
Requirements
- Proficiency in Microsoft Office Suite, Bloomberg and S&P Capital IQ Pro.
- Ability to work in a fast paced environment driven by market investment conditions.
- Ability to work independently with strong problem solving and analytical skills.
Responsibilities
- Lead high-performing internal investment team that delivers actionable insights to our business partners and their clients.
- Lead team in the production of quality comprehensive, logical, and consistent internal research.
- Lead initiatives in the assembly of qualitative and quantitative research, including asset allocation segmentation, brand strategy, tracking, trends, and strategic idea creation.
- Prepare and participate in presentations to investment strategy teams and clients as required.
- Communicate research rationale to external audiences (primarily institutional investors, sell-side analysts and media) in meetings, conference calls, press releases and written research reports.
- Develop marketing materials to be used with clients and media representatives.
- Satisfy regulatory and compliance requirements while seeking to outperform compulsory service level agreements.
Other
- Bachelor's degree in Finance, Accounting, or Economics with 10+ Years of relevant investment experience.
- Master's degree, Chartered Financial Analyst (CFA) or Chartered Market Technician (CMT) designation preferred.
- Excellent verbal, written and interpersonal communication skills.
- Must display a commitment to learning and developing relationships in support of departmental objectives and goals.
- Must be a highly motivated self-starter; be an independent thinker and intellectually curious.
