Analyst, Portfolio Management (Leveraged Loans Team)

About the role

The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile.

Responsibilities

• Gather and analyze relevant financial data for clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, and supporting the identification of risks, mitigants and determination of creditworthiness.
• Model future financial performance of clients and prospects, including downside scenarios.
• Prepare credit underwriting documents identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues.
• Ensure compliance with all regulations.
• Participate in the approval process for lending commitments, amendments, waivers, and consents, including providing monitoring and reporting.
• Support PM teammates as needed with the review and maintenance of necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation to ensure that the documentation correctly reflects approval from credit.
• Ensure data integrity in Key's systems and reporting.
• Identify potential credit concerns and escalate to PM deal team as appropriate to support and/or improve the bank's credit position.
• Conduct in-depth analysis and research on issuers and borrowers across various sectors through close, in-office collaboration with team members and access to on-site resources.
• Assist in Leveraged Cash Flow due diligence.
• Assist Syndications/Relationship Managers in structuring transactions, as applicable.
• Take part in the approval process for lending commitments, amendments, waivers and consents, including answering questions from Credit Executives when appropriate.
• Absolutely comply 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.

Qualifications

• Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (required)
• Experience in financial and/or borrower analysis (required)
• Experience preparing credit write-ups and/or capital markets analysis (preferred)
• Minimum of one year of banking experience (preferred)

Skills

• Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications.
• Significant experience with Microsoft Excel.
• Ability to gather relevant research, analyze data, and synthesize information to draw conclusions and produce insights.
• Fundamental understanding of banking and investment banking products and services.
• Effective presentation and communication skills, with the ability to collaboratively make an impact.
• Ability to plan, multi-task, manage time effectively, and lead work independently at times, with supervision of senior team members.
• Financial & Credit Acumen - Working Knowledge Level
• Sound Judgement - Working Knowledge Level
• Communication - Experienced Level
• Effective Transaction Management – Working Knowledge Level
• Effective Risk Management (including Loan Documentation) – Working Knowledge Level
• Client-Focused - Working Knowledge Level
• Proactive Time Management - Experienced Level
• Collaboration & Teamwork - Experienced Level
• Accountability - Experienced Level
• Resilience & Ability to Manage Ambiguity - Working Knowledge Level
• Critical Thinking & Intellectual Curiosity - Experienced Level
• Leadership & Influencing - Working Knowledge Level
• Proficiency in financial analysis and financial modeling
• Understanding of fundamental Corporate Finance 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

Benefits

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Pay

This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually.

Schedule

Work Location Category: Hybrid- 3+ days a week from the office location.