An Official Site of
Ohio.gov Logo
Skip to Main Content
For Job Seekers
Find a Job
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning for College
Resources
Practice Your Skills
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Login or Sign Up
[Headline] Top tools
[Headline] Featured Resources
Resources For Employers
Resources For Employers
Hire a Veteran
Hiring People with Disabilities
Hiring Restored Citizens
Sponsor an Apprentice Program
Tax Benefits of Hiring from Target Groups
Ohio Business Gateway
Find Highly Skilled Employees
Get Workforce Data
Recruitment and Training Programs
BWC Information for Employers
Foreign Labor Certification
For Students
Explore Careers
Explore Careers
[Headline] Top Tools
[Headline] Featured Resources
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
K - 5th Grades
K - 5th Grades
[Headline] Top tools
[Headline] Featured Resources
[Headline] CTA
Career Awareness Learning Games
Career Awareness Videos
6th - 8th Grades
6th - 8th Grades
[Headline] Top Tools
[Headline] Featured Resources
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
9th - 12th Grades
9th - 12th Grades
[Headline] Top Tools
Self Exploration
Career Exploration and Planning
Staff & Professionals
Staff & Professionals
[Headline] Top tools
[Headline] Featured Resources
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
News
All New Look for OMJ
Events
Events
Contact Us
Contact Us
[Side Bar Text] Contact Information
[Side Bar Text] Live Chat
[Link] Live Chat
Contact Instruction
[AuthTemplate:Form] OMJ Contact Form
Ohio Means Jobs | Ohio.gov
Label Translations
[Headline] Top tools
[Headline] Featured Resources
[LINK] View More Resouces
[LINK] Signup
Live Chat
Site Search
My Profile
Menu
Close
Live Chat
Search
Contact
Home
Search
Close
Search in our portal
Search
Home
Home
For Job Seekers
Find a Job
Build Your Career
Practice Your Skills
Learn About Benefits
Find a job in Ohio
[Headline] Top tools
[Headline] Featured Resources
[Headline] Find Resources Circle Carousel
Terms of Use
Career Profile Quiz
Find a Career Path
Find a Job Center
Find State of Ohio Jobs
Build Your Career
[Headline] Top tools
[Headline] Top Resources
Career Preparation
Military Service
Restored Citizens
Golden Buckeyes
Planning For College
Resources
Practice Your Skills
[Headline] Top tools
[Headline] Featured Resources
Career Skills
Job Search Skills
Career Path
Interview Skills
ApprenticeOhio Program Search
Learn About Benefits
[Headline] Top Tools
[Headline] Top Articles
Child Support Work Requirements
Reemployment Services
Virtual Job Search Help
Trade Adjustment Assistance
SNAP/TANF Work Requirements
Vocational Program Requirements
Can Tax Credits Help Get You Hired?
BWC Information
Unemployment Claimants
For Employers
Login or Sign Up
Resources For Employers
For Students
Explore Careers
K - 5th Grades
6th - 8th Grades
9th - 12th Grades
Staff & Professionals
CTAs
CTAs
Student's Home
Videos About Jobs
Student's Learning Kit
Learn About Career Types
What's Your Future Career?
S.T.E.M. is Cool!
CTAs
Career Awareness Learning Games
Career Awareness Videos
Resources (Temporary)
CTAs
Career Exploration Learning Games
Career Exploration Videos and Multimedia
Self Exploration
CTAs
Self Exploration
Career Exploration and Planning
CTAs
Video & Multimedia
Teacher's Career Toolkit
Transition from High School
School District Toolkit
News & Events
News
Events
Contact Us
Help Center
Your Profile
Finding a Job
Your Benefits
Education
Common Questions
Long Text Translations
Search
Search Jobs
Search WorkKeys
®
Enter Job Title
Enter Keywords
in
Enter Job Location
Enter State
State
AL
AK
AZ
AR
AS
CA
CO
CT
DE
DC
FL
GA
GU
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
PR
RI
SC
SD
TN
TX
UT
VT
VI
VA
WA
WV
WI
WY
FM
MP
Search Jobs
Search WorkKeys
®
Vice President, Portfolio Management (Utilities, Power and Renewable Energy) 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
78882786
Vice President, Portfolio Management (Utilities, Power and Renewable Energy)
About the Job
Location:
127 Public Square - Cleveland, Ohio 44114
About the Job
Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utility and Power clients. Familiarity with project finance lending experience is preferred.
The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions and builds strong relationships with clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility and Power transactions. In addition she/he is responsible for matters relating to financing and/or financial modeling.
The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership - taking ownership of deals, leading through example, working hard, developing creative solutions and treating others professionally and respectfully. This person will build a strong reputation with others for honesty, critical thinking and diligence. The role requires a professional with an entrepreneurial spirit, open to new transactions and initiatives.
Essential Job Functions
Serves as the point person when underwriting credit transactions for the assigned portfolio and new clients. Recommends capital structure and accumulates all data necessary to perform focused analysis. Also, manages approvals for amendments and waivers to credit facilities, as well as monitors the financial performance of portfolio companies.
Reviews financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision.
Prepares thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues to present to the approving Credit Officer.
Ensures underwriting and structuring decisions reflect commitment to strong asset quality.
Oversees annual and periodic review processes conducted by outside consultants for portfolio companies.
Recommends prudent use of capital and maintains profitability hurdles for portfolio keeping the risk/return balance in mind.
Stays on top of trends affecting assigned industry vertical.
Obtains and negotiates all necessary documentation including, all credit agreements, notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions.
Actively participates in client calling initiatives with Relationship Managers and Product Partners as well as conducts periodic independent site visits to assess management, business conditions and build rapport with accounts.
Acts as a value added member of deal teams with loan syndication, origination, and distribution for syndicated credits within the portfolio or for new prospects.
Supports business development activities for cross-sell opportunities with the Relationship Management Team.
Mentors junior professionals
Proactively assists Relationship Manager in development of marketing presentations and pitch books highlighting product solutions for client needs.
Identifies potential problem accounts and works to improve the bank's position in undesirable situations.
.
Required Qualifications
An undergraduate degree in business, finance/accounting or suitable discipline and/or a proven track record of 5-10 years of large corporate, commercial or project finance loan structuring or an MBA, plus 4-6 years of relevant experience.
Competence in financial modeling.
Strong accounting knowledge.
Analysis in support of due diligence - Strong data gathering skills demonstrated through research, leveraging prior deal knowledge, challenging assertions and digging deeper into the meaning of the data gathered
Solid understanding of basic financial metrics including key industry-specific ratios
Appreciation of investment banking and a knowledge of capital markets products
Ability to learn internal data systems and technology including Credit Writeup Approval (CWA) System, Return on Equity (ROE) Model
Strong writing and presentation skills with a convincing presence in order to develop rapport and credibility with senior level clients and senior management of the Bank.
Strong work ethic
Proficiency in Excel, PowerPoint and MSWord is preferred.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $120,000 to $175,000 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: 05/31/2024
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.
Apply
Job Tools
Save
Email
Share
Report this job
More jobs
All KeyBank NA jobs
View similar jobs
All Cleveland, OH jobs
Browse all jobs
Apply