Analyst, Portfolio Management

Location:

127 Public Square - Cleveland, Ohio 44114

About the Job

In support of the primary Portfolio Managers in the Utility, Power and Renewable Energy team, analysts perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. Primary responsibility will be to assist in managing the team’s $5 billion portfolio of power loans.

Essential Job Functions

Prepares analysis and write-ups for amendments, consents and waivers to existing credit documentation

Monitors accounts to determine liquidity, earnings and performance trends, management capability and other essential information to secure the bank's position to minimize potential losses.

Manages completion of quarterly risk reviews and annual reviews of loans

Maintains extensive database of project performance, statistics and general information

Creates Quarterly Power Portfolio review for distribution to credit organization

Reviews and processes monthly withdrawal certificates for project companies and interacts with internal clients to ensure smooth execution

Assists primary Portfolio Managers in analysis and preparation of new deals

Identifies potential problem accounts and works to improve the bank's position in undesirable situations

Supports in the due diligence, documentation and closing of credit facilities

Prepares white papers on new initiatives in industry

Conducts periodic site visits to assess management, business conditions and build rapport with accounts.

Attends bank meetings on a regular basis

Helps Investment Bankers/Relationship Managers in structuring transactions

Contributes to other tasks for the team as needed

Required Qualifications:

BA in finance, business, economics or related field.

Competence in Financial Modeling, demonstrated by

a) Repetitive modeling

b) Good accounting knowledge

c) Unique analysis

d) View on optimal capital structure

e) Cash flow modeling

f) Analysis in support of due diligence

g) Knowledge of collateral valuation

The ideal candidate will be a team player, coachable, hard-working, solution-oriented, curious and client-focused. This person will build a strong reputation with others for honesty, critical thinking, diligence and openness to growth -- willing to be patient to learn from team members and personal experience to grow professionally.

Additional technical skills will be required including:

Financial Accounting Acumen

• Analyzing financial statements
• Recognizing trends and key metrics

Software and technical proficiency

• Working in MS Office suite of products – Word, Excel, PowerPoint
• Acquiring knowledge in bank systems such as CWA, MRA Risk Rating and ROE Models

Strong data gathering skills

• Conducting Research -- How to use it, where to find it and leveraging prior deal knowledge
• Digging deeper into the meaning of the data gathered

Solid Loan Product Knowledge

• Developing covenants and collateral package
• Appreciating commercial banking products -- cash management, FX, derivatives, etc.
• Grasping Investment Banking activities

Professional and Competent Communication Skills

• Presenting information verbally
• Writing succinct, clear communications that use relevant data and facts to support idea
• Organizing thoughts and ideas in easily digestible format
• Utilizing proper grammar and spelling

This position is not eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be authorized to work in the United States on a full-time basis.

Job Posting Expiration Date: 09/30/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

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.