Location:
4900 Tiedeman Road, Brooklyn OhioAbout the Team & Role
Join a collaborative Manager Research team within Key Wealth’s Chief Investment Office. The team is responsible for sourcing, evaluating, and monitoring third-party investment managers across asset classes for high net worth and institutional clients. This role will focus on listed fixed income managers (including core, core plus, high yield, and global strategies), private credit (such as direct lending, opportunistic credit, and specialty finance), and other diversifying assets including infrastructure and
hedge funds.
What You’ll Do
• Conduct qualitative and quantitative due diligence on fixed income, private credit, and diversifying asset managers.
• Source new managers and strategies and prepare written recommendations for internal stakeholders.
• Analyze performance, risk, holdings, and organizational factors using internal and external research tools.
• Participate in manager meetings, ongoing monitoring, and periodic review processes.
• Contribute to asset class reviews, market mapping, and thematic research initiatives.
• Support portfolio construction discussions, risk assessments, and internal model oversight.
• Communicate investment insights clearly to colleagues across the firm.
What We’re Looking For
• A minimum of 3 years of relevant experience in investment management, consulting, or investment research.
• Experience or strong interest in fixed income, private credit, alternatives, or diversifying asset strategies.
• Bachelor’s degree in business, economics, finance, mathematics, or a related field (recommended).
• Progress toward the CFA charter or a similar professional designation is preferred.
• Strong analytical skills and proficiency in Excel, PowerPoint, and investment databases such as Bloomberg or FactSet.
• Excellent written and verbal communication skills.
• Strong judgment, attention to detail, and the ability to work collaboratively in a team environment.
Why Key Wealth
Key Wealth offers a collegial, intellectually rigorous environment with exposure to a wide range of investment strategies and senior decision-makers. Team members play a meaningful role in shaping investment outcomes and have opportunities for continued professional growth and development.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 09/20/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].
#LI-Remote
Skills Required
- Minimum 3 years of relevant experience in investment management, consulting, or investment research
- Experience or strong interest in fixed income, private credit, alternatives, or diversifying asset strategies
- Bachelor's degree in business, economics, finance, mathematics, or a related field
- Strong analytical skills and proficiency in Excel, PowerPoint, and investment databases such as Bloomberg or FactSet
- Excellent written and verbal communication skills
- Strong judgment, attention to detail, and ability to work collaboratively in a team environment
- Progress toward the CFA charter or a similar professional designation
KeyBank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KeyBank and has not been reviewed or approved by KeyBank.
-
Retirement Support — A dollar-for-dollar 401(k) match up to 7% of eligible pay is positioned as a standout element of the total rewards package. Additional financial programs like discounted stock purchase and banking discounts further strengthen perceived long-term value.
-
Leave & Time Off Breadth — A pooled PTO bank with amounts that scale by level and tenure is described as a meaningful benefit and a retention lever. Paid parental leave is also included, adding to the breadth of time-off support.
-
Wellbeing & Lifestyle Benefits — Wellness incentives tied to HSA contributions and company-sponsored health and wellbeing programs add tangible non-cash value. A Lifestyle Spending Account and counseling resources expand support beyond traditional medical coverage.
KeyBank Insights
What We Do
At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.
