Key Private Client Sr Analyst

Location:

The Senior Consumer Analyst is responsible for delivering consumer client analyses, insights, and hypotheses to support and implement business growth initiatives. This role involves researching external market trends and competitive data to inform strategic decisions and executing small to medium-sized business initiatives in collaboration with cross-functional teams. This role will be tasked with various projects, initiatives to drive results within Key's mass-affluent segmentation - Key Private Client.

Key Private Client (KPC) is an elevated experience that provides a dedicated team of bankers and advisors who will provide customized advice and insights, premium services, and expert guidance to our clients with assets from $250,000 to $2 million.

Essential Functions

• Build analytics, reports, and formulate client hypotheses using internal data and external market research.
• Specify business system enhancements or modifications to support recommended initiatives.
• Evaluate analyses to identify and recommend business growth opportunities to senior leadership.
• Manage small to medium-sized projects resulting from approved business initiatives.
• Establish and maintain processes for monitoring and measuring post-initiative results.
• Provide proactive reporting and insights to drive business performance.
• Address and remediate technical and client experience issues.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education

• Bachelor's Degree or equivalent experience (preferred)

Work Experience

• A minimum of 3 years of experience in financial services (preferred)

Skills

• PowerPoint Expertise: Ability to design, build, and refine professional, visually compelling presentations that communicate complex information clearly and effectively. Proficiency in advanced features such as custom layouts, data visualization, templates, and storytelling structure.
• Ability to understand business partner strategy and financial impact.
• Good at figuring out the processes necessary to get things done; knows how to organize people and activities; understands how to separate and combine tasks into efficient workflow; knows what to measure and how to measure it; can see opportunities for synergy and integration where others can't; can simplify complex processes; gets more out of fewer resources.
• Effectively setting priorities, managing timelines, and coordinating resources to execute business initiatives.
• Skills in guiding teams through business changes driven by data insights or new initiatives.
• Written and verbal skills; ability to organize information in a clear, consistent format; ability to articulate a clear, well-thought-out message and formal delivery; skills in creating PowerPoint presentations.
• Strong teamwork and interpersonal skills.

Core Competencies

• All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS

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.

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 HR_Compliance@keybank.com.