Key Private Bank Business Data Analyst

Location:

The purpose of this position is to support the Key Private Bank (KPB) Business Advisory Services Team (BAST) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer, investment management, baseline assessment and range of value reports. Specifically, the Senior Analyst will assist the BAST members in the creation and preparation of reports and presentations. As a member of the BASTeam, this position is responsible for supporting the FW team in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank's most affluent clients and multigenerational families. This position has direct responsibility to support the Directors and Senior Directors efforts to provide consultative expertise to our largest families and is responsible for supporting the execution of the wealth strategy for new Family Wealth clients.

• Gathering, interpreting and analyzing data
• On the job training of Analyst
• Review of work completed by Analyst
• Prepare and generate various business transition planning reports, spreadsheets and presentations to the relevant team members and management
• Support Directors with data entry needs and best practices related to KPB's CRM system (Salesforce)
• Pipeline management for assigned Directors, including managing lead lists and getting meetings scheduled with prospective client
• Support the planning and analysis of business data usage problems and solve data capturing issues
• Compile reports for team members ensuring accuracy and timeliness of reports
• Ability to effectively communicate and present solutions to team members
• Engage with business partners as necessary to organize and analyze data, data trends, and issues
• Engage with team members to identify and support business transition projects
• Taking the lead on transaction opportunities less than $10 million in transaction value
• Supporting Directors on transactions above $10 million in transaction value
• Willingness to travel for client meetings and presentations

• A minimum of an undergraduate bachelor's degree
• A minimum of two years of banking or consulting experience
• Strong organization and time management skills. Additionally, the job will require analytical skills, communication skills, attention to detail, and problem solving.
• Strong interpersonal skills to effectively communicate across lines of businesses to identify and resolve issues in a timely fashion.
• Exposure to data integration a plus but not required
• Intermediate skill level with Microsoft Excel and PowerPoint

Client Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with and gains their trust and respect.

Informing - Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and/or the organization; provides individuals information so that they can make accurate decisions; is timely with information.

Interpersonal Savvy - Relates well to all kinds of people, up, down, and sideways, inside and outside the organization; builds appropriate rapport; builds constructive and effective relationships; uses diplomacy and tact; can defuse even high-tension situations comfortably.

Organizing - Can marshal resources (people, funding, material, support) to get things done; can orchestrate multiple activities at once to accomplish a goal; uses resources effectively and efficiently; arranges information and files in a useful manner.

Written Communications - Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect. Constant demonstration of Key's established leadership competencies.

Standard computer and communication equipment.

On-the-job training as needed.

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.