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Analyst, Portfolio Mgmt
full-timeCleveland$63k - $96k

Summary

Location

Cleveland

Salary

$63k - $96k

Type

full-time

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About this role

Location:

127 Public Square, Cleveland Ohio

Job Summary

In support of the primary Portfolio Managers in the Utility, Power and Renewable Energy team, analysts perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. Primary responsibility will be to assist in managing the team’s $5 billion portfolio of power loans.

Essential Functions

  • 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


Education

  • Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (required)


Work Experience

  • Experience in financial analysis, borrower analysis, and preparation of credit write-ups (required)
  • Experience in capital markets analysis (required)


Skills

  • 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.


Core Competencies

  • All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.


Physical Demands

  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.


Travel

  • Occasional travel to include overnight stay.

    COMPENSATION AND 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.

    Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

    Job Posting Expiration Date: 02/27/2026 KeyCorp is an Equal Opportunity Employer committed to 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

    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 [email protected].

     

     

    #LI-Hybrid

    Other facts

    Tech stack
    Financial Analysis,Borrower Analysis,Credit Write-Ups,Capital Markets Analysis,Financial Modeling,Data Analysis,Documentation Skills,Communication Skills,Time Management,Problem Identification,Due Diligence,Team Collaboration,Regulatory Knowledge,Presentation Skills,Project Performance Monitoring,Risk Assessment

    About KeyBank

    At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

    Headquartered in Cleveland, Ohio, KeyCorp is one of the nation’s largest financial services companies. Key Companies provide investment management, retail and commercial banking, consumer finance and investment banking products to individuals and companies throughout the United States and, for certain businesses, internationally.

    Follow along for business and industry insights, expert advice and more resources to help you achieve your financial goals.

    KeyCorp is an Equal Opportunity Employer committed to 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.

    KeyBank is Member FDIC. Equal Housing Lender. Credit applications are subject to credit approval.

    Team size: 10,001+ employees
    LinkedIn: Visit
    Industry: Banking

    What you'll do

    • The analyst will assist primary Portfolio Managers in managing a $5 billion portfolio of power loans, performing financial analysis and preparing underwriting documents. They will also monitor accounts, manage risk reviews, and support due diligence and documentation for credit facilities.

    Ready to join KeyBank?

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    Frequently Asked Questions

    What does KeyBank pay for a Analyst, Portfolio Mgmt?

    KeyBank offers a competitive compensation package for the Analyst, Portfolio Mgmt role. The salary range is USD 63k - 96k per year. Apply through Clera to learn more about the full compensation details.

    What does a Analyst, Portfolio Mgmt do at KeyBank?

    As a Analyst, Portfolio Mgmt at KeyBank, you will: the analyst will assist primary Portfolio Managers in managing a $5 billion portfolio of power loans, performing financial analysis and preparing underwriting documents. They will also monitor accounts, manage risk reviews, and support due diligence and documentation for credit facilities..

    Why join KeyBank as a Analyst, Portfolio Mgmt?

    KeyBank is a leading Banking company. The Analyst, Portfolio Mgmt role offers competitive compensation.

    Is the Analyst, Portfolio Mgmt position at KeyBank remote?

    The Analyst, Portfolio Mgmt position at KeyBank is based in Cleveland, Ohio, United States. Contact the company through Clera for specific work arrangement details.

    How do I apply for the Analyst, Portfolio Mgmt position at KeyBank?

    You can apply for the Analyst, Portfolio Mgmt position at KeyBank directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about KeyBank on their website.