KeyBank · 3 hours ago
Portfolio Analyst I
Brooklyn, OH
Full-time
Hybrid
Entry Level
$52K/yr - $80K/yr
1+ years expKeyBank is a financial services company seeking a Portfolio Analyst I to assist the Portfolio Management and Underwriting Team. The role involves managing dealer lending clients, including underwriting credit facilities and conducting ongoing credit analysis.
Banking
Responsibilities
Assist Portfolio Managers in the management of a portfolio of existing accounts which may include activities such as: preparation of asset quality reviews and quarterly reviews; evaluation of requests for waivers and amendments; ordering of third party appraisal reports and flood search reports; completing “Know Your Customer” (KYC) due diligence reviews; completing collateral audit inspection reports and cascade performance issues; and performing work associated with operational aspects related to loan servicing
Complete Annual Reviews of existing dealer client relationships in partnership with the Portfolio Managers and Relationship Managers
Work with Enterprise Banking Portfolio Managers in the creation and distribution of industry relevant reports used by the relationship management team in their sales efforts
Partner with Portfolio Managers and Relationship Managers to identify client opportunities and recommend financial solutions for Dealer client relationships
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 in Business, Accounting or Finance (preferred) OR equivalent experience (required)
1+ years (preferably 2+ years) of working experience within a business/commercial lending environment (required)
Demonstrated teamwork and leadership through extracurricular activities
Strong accounting and finance acumen
Good analytical and decision-making skills
Exceptional interpersonal and relationship-building skills
Strong knowledge of Microsoft Office applications, with an emphasis on Excel and PowerPoint
Ability to work independently and as part of a team
Understands Key's risk culture and effectively manages risk/reward trade-offs
Knows how businesses work; knowledgeable in current and possible future policies, practices, trends, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace
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 work flow; 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
Problem Solving: Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn't stop at the first answers
Is able to write clearly and succinctly in a variety of communication settings and styles; can get messages across that have the desired effect
Enjoys working hard; is action oriented and full of energy for the things he/she sees as challenging; not fearful of acting with a minimum of planning; seizes the more opportunities than others
Preferred
Bachelor's Degree in Business, Accounting or Finance (preferred)
1+ years of commercial portfolio or relationship management experience (preferred)
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
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