KeyBank · 1 day ago
Vice President, Portfolio Management (Commercial - 10MM-25MM Commitments)
Remote, United States
Full-time
Remote
Mid, Senior Level
$100K/yr - $135K/yr
5+ years exp
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Responsibilities
Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.
Model future financial performance of clients and prospects, including downside scenarios
Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
Perform enhanced Leveraged Cash Flow due diligence, when appropriate
Assist Syndications/Relationship Managers in structuring transactions, as applicable
Work closely with assigned Acuity Knowledge Partners analyst, who provides outsourced analytical support
Manage the approval process for lending commitments, amendments, waivers, and consents, including making recommendations to Credit Executives
Ensure compliance with all Know Your Customer (“KYC”) regulations
Review all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation in order to ensure that the documentation correctly reflects approval. Work closely with outside counsel, as applicable
Properly maintain documentation and necessary business records
Monitor the ongoing financial performance of portfolio companies and track covenant compliance
Conduct periodic plant or site visits to monitor business conditions and attend client/bank meetings when appropriate; establish rapport with clients’ C-suite
Proactively identify potential problem credits and work to improve the Bank's position in undesirable situations
Prepare white papers on assigned industry segments, as requested
Assist product partners in cross selling additional bank products
Provide guidance and feedback to Analysts and Associates
Qualification
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Required
Experience with / knowledge of secured and unsecured corporate cash flow lending
Demonstrated ability to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package
Demonstrated competence in financial analysis and financial modeling
Experience in structuring meaningful and appropriate financial covenants for syndicated debt facilities
Familiarity with corporate banking products such as Enterprise Commercial Payments (“ECP”), Foreign Exchange (“FX”), Derivatives, etc.
Solid understanding of fundamental Investment Banking concepts
Ability to plan, multi-task, manage time effectively, and work independently with limited direction
Ability to communicate professionally, competently, and persuasively in verbal and written formats
Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
Undergraduate degree in Finance, Accounting, Economics, Business, or equivalent work experience
Preferred
Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
MBA
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
Company data provided by crunchbase
