KeyBank · 3 hours ago
Analyst, Portfolio Mgmt
Cleveland, OH
Full-time
Onsite
Entry, Mid Level
$63K/yr - $96K/yrKeyBank is a financial institution seeking an Analyst for their Utility, Power and Renewable Energy team. The Analyst will support Portfolio Managers by performing financial analysis, preparing underwriting documents, and managing a substantial portfolio of power loans.
Banking
Responsibilities
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
Qualification
Required
Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (required)
Experience in financial analysis, borrower analysis, and preparation of credit write-ups (required)
Experience in capital markets analysis (required)
Proficiency in modeling financial performance and conducting financial and/or borrower analysis
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications
Ability to gather relevant research, analyze data, and synthesize information to draw conclusions and produce insights
Foundational 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
Experience preparing credit write-ups, underwriting documents, and/or capital markets analysis
Knowledge of credit metrics, risks, and mitigants
Excellent documentation and record-keeping skills
Familiarity with relevant regulations
Effectively working with others to reach a shared goal. Consistently displaying a willingness to shoulder a fair share of the workload in addition to helping others meet their objectives
Consistently taking ownership of one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes
Company
KeyBank
At KeyBank we’ve made a promise to our clients that they will always have a champion in us.
Founded in 1849
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Chris Gorman
Chairman, Chief Executive Officer, and President, KeyCorp
Holly Santoro
Executive Administrator to the Chairman & CEO
Recent News
2023-08-28
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