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Trading & Advisory Operations Analyst at KeyBank - ApplyBlast

Trading & Advisory Operations Analyst

KeyBank

25 days ago

3.6 on Glassdoor

Brooklyn, Ohio, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Trading & Advisory Operations Analyst serves as the primary point of contact for sales and service of Key Investment Services LLC's advisory products while providing trade support for market-traded products. The role involves assisting Financial Advisors with advisory proposals, new account setup, and maintenance, as well as developing relationships with external managers to ensure excellent sales support. This position requires a comprehensive understanding of managed account programs and various investment products within the financial services industry.

Responsibilities

Serve as primary point of contact for trade-related questions and issues
Assist Financial Advisors with fixed income product offerings and trade entry
Review and reconcile trade errors while coordinating with compliance and regulators

Skills

Qualifications

FINRA Series 7FINRA SIEFINRA 7TOFINRA 63FINRA 65/66

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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