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Associate, Portfolio Management (Commercial) Job in Cleveland, Ohio US
KeyBank NA
Job Summary
Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Job Reference Code
78561934
Associate, Portfolio Management (Commercial)
About the Job
Location:
127 Public Square - Cleveland, Ohio 44114
JOB BRIEF (PURPOSE)
The Portfolio Management Associate will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Associate will be responsible for ongoing credit monitoring for a portfolio of corporate clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products.
ESSENTIAL JOB FUNCTIONS
Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.
Model future financial performance of clients and prospects, including downside scenarios
Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
Perform enhanced Leveraged Cash Flow due diligence, when appropriate
Assist Syndications/Relationship Managers in structuring transactions, as applicable
Work closely with assigned Acuityanalyst, who provides outsourced analytical support
Manage the approval process for lending commitments, amendments, waivers, and consents, including making recommendations to Credit Executives
Ensure compliance with all Know Your Customer ("KYC") regulations
Review all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation in order to ensure that the documentation correctly reflects approval. Work closely with outside counsel, as applicable
Properly maintain documentation and necessary business records
Monitor the ongoing financial performance of portfolio companies and track covenant compliance
Conduct periodic plant or site visits to monitor business conditions and attend client/bank meetings when appropriate; establish rapport with clients' C-suite
Proactively identify potential problem credits and work to improve the Bank's position in undesirable situations
Prepare white papers on assigned industry segments, as requested
Assist product partners in cross selling additional bank products
REQUIRED COMPETENCIES/SKILLS
Experience with / knowledge of secured and unsecured corporate cash flow lending
Demonstrated ability to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package
Demonstrated competence in financial analysis and financial modeling
Familiarity with corporate banking products such as Enterprise Commercial Payments ("ECP"), Foreign Exchange ("FX"), Derivatives, etc.
Solid understanding of fundamental Investment Banking 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
Minimum of three (3) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
Undergraduate degree in Finance, Accounting, Economics, Business, or equivalent work experience
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $85,000 to $102,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click for a list of benefits for which this position is eligible.
Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.
Job Posting Expiration Date: 04/30/2024
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 .
#LI-Remote
KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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