Senior Closing Officer responsible for pre - closing and closing functions for credit products at KeyBank. Managing complex transactions and providing expertise to drive successful loan closures.
About the role
- Investment Analyst conducting research and due diligence for Wealth Management clients and developing portfolios across risk profiles. Presenting recommendations to Asset Management Council and preparing communications for Portfolio Managers.
Responsibilities
- Perform research and due diligence on external investment managers
- Perform regular manager searches for variety of asset classes and vehicles
- Contact fund and manager firms for updates on strategies and performance
- Present findings and recommendations to Asset Management Council and WM Management
- Develop efficient portfolios and models for different objectives across risk spectrum
- Document findings for compliance and audit
- Communicate portfolio and manager information to Portfolio Managers in field
- Review non-approved assets received in-kind on new accounts
- Perform annual reviews on non-approved assets
Requirements
- Bachelor’s degree required
- Recent college graduates with strong academic performance and a passion for investments
- Ability to work well independently and in a team environment
- Good analytical, verbal, and written communication skills
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