Analyst, Specialty Finance Lending jobs in United States
cer-icon
Apply on Employer Site
company-logo

KeyBank · 1 month ago

Analyst, Specialty Finance Lending

KeyBank is a financial services company, and they are seeking a Junior Analyst for their Specialty Finance Lending team. The Analyst will support senior team members in managing client relationships and improving transaction processes while developing their understanding of the SFL platform.

Banking

Responsibilities

Work closely with more senior team members to help manage the entire transaction closing process and the ongoing management of multiple accounts under different various sales people/syndicators
Gain an understanding of and be able to speak to the different asset classes and asset managers
Develop a basic understanding of our facilities structure and rating agency methodologies
Seek out opportunities throughout the transaction process that add value & that enhance our relationships, strengthen our reputation, and build trust with clients and constituents
Assist in preparing and negotiating term sheets, proposals and due diligence agendas. Coordinate all such activity with the MD, VP or Director, portfolio management (PM), underwriting, operations, analytics and syndications
Play a support role in any required facility documentation by coordinating between outside legal, in-house counsel, all disciplines and the client
Monitor client performance to address ongoing questions and/or concerns
Work expeditiously on renewal and amendment client requests
Assist more senior team members in the research, analysis, and development of position papers / white papers on expansion opportunities, structure, risks & rewards, the competition and areas where the business may have competitive advantage
Become a subject matter expert with SFL transaction management; understand proprietary systems and tools used to facilitate a seamless client experience / transaction
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

Qualification

Structured finance experienceData analysisExcel proficiencyPresentation skillsCommunication skillsCollaborationProblem solvingCritical thinking

Required

1-2+ years of experience related to structured finance / specialty finance / investment banking in the roles of sales support, portfolio management, credit, structuring & analytics, syndications or operations
Demonstratable ability to analyze data, including financial statements, with significant experience utilizing spreadsheet software (i.e. Excel) focused on making recommendations and supporting the decision with detailed analytical assessments
Excellent communication and presentation skills (including efficient use of presentation software (PowerPoint)), both written and oral
Strong work ethic with the proven ability to take direction and work independently or as part of a greater team
Must possess strong analytical skills
Excellent writing and communication skills
Collaboration
Problem Solving

Preferred

Bachelor's Degree with concentration in business or finance preferred
Proven critical thinking, partnering, and analytical abilities

Company

At KeyBank we’ve made a promise to our clients that they will always have a champion in us.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
linkedin
leader-logo
Holly Santoro
Executive Administrator to the Chairman & CEO
linkedin
Company data provided by crunchbase