Analyst, Portfolio Management

Location:

127 Public Square - Cleveland, Ohio 44114

ESSENTIAL JOB FUNCTIONS

• Analyzing and researching municipal issuers and borrowers in a wide range of sectors (general governmental, K-12, pension, economic development, higher education, etc.)
• Assist in gathering and analyzing all relevant financial data for a client or prospect, including analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.
• Assist in modeling future financial performance of clients and prospects, including downside and breakeven scenarios.
• Assist in preparing a thorough credit underwriting document identifying credit risks and mitigants, demographic concerns, financial trends, and other pertinent credit issues
• Engaging in comprehensive client and credit research
• Take part in the approval process for lending commitments, amendments, waivers, and consents, including answering questions from Credit Executives
• Assist in compliance with all Know Your Customer (“KYC”) regulations
• Properly maintain documentation and necessary business records
• Assist senior staff in monitoring the ongoing financial performance of municipalities in the portfolio and tracking covenant compliance

REQUIRED COMPETENCIES/SKILLS

• Experience with / knowledge of Microsoft Office products, including significant experience with Microsoft Excel
• Demonstrated strong written skills
• Demonstrated competence in financial analysis and financial modeling
• Understanding of fundamental financial 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

REQUIRED QUALIFICATIONS

• Undergraduate degree in Finance, Accounting, Economics, Business, or equivalent work experience Job Posting Expiration Date: 10/18/2024

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.