KeyBank · 1 day ago
Analyst, Portfolio Mgmt
Cleveland, OH
Full-time
Hybrid
New Grad, Entry Level
$63K/yr - $96K/yrKeyBank is a financial institution seeking an Analyst for their Portfolio Management team. The Analyst will support financial analysis and prepare underwriting documents for corporate credit requests while maintaining asset quality and conducting ongoing credit monitoring.
Banking
Responsibilities
Conduct in-depth analysis and research on issuers and borrowers across various sectors through close, in-office collaboration with team members and access to on-site resources
Gather and analyze relevant financial data for clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, and supporting the identification of risks, mitigants and determination of creditworthiness
Model future financial performance of clients and prospects, including downside scenarios
Prepare credit underwriting documents identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
Ensure compliance with all regulations
Participate in the approval process for lending commitments, amendments, waivers, and consents, including providing monitoring and reporting
Support PM teammates as needed with the review and maintenance of necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation to ensure that the documentation correctly reflects approval from credit
Perform ongoing monitoring of financial performance and covenant compliance, supporting the accuracy and timeliness of risk rating changes. Ensure data integrity in Key's systems and reporting
Identify potential credit concerns and escalate to PM deal team as appropriate to support and/or improve the bank's credit position
Participate and attend management presentations, bank meeting and site visits as appropriate to support the monitoring of business conditions and creditworthiness
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
Required
Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business
Experience in financial analysis, borrower analysis, and preparation of credit write-ups
Experience in capital markets analysis
Proficiency in modeling financial performance and conducting financial and/or borrower analysis
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications
Ability to gather relevant research, analyze data, and synthesize information to draw conclusions and produce insights
Foundational understanding of banking and investment banking products and services
Effective presentation and communication skills, with the ability to collaboratively make an impact
Ability to plan, multi-task, manage time effectively, and lead work independently at times, with supervision of senior team members
Experience preparing credit write-ups, underwriting documents, and/or capital markets analysis
Knowledge of credit metrics, risks, and mitigants
Excellent documentation and record-keeping skills
Familiarity with relevant regulations
Effectively working with others to reach a shared goal
Consistently taking ownership of one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Founded in 1849
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
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