KeyBank
Analyst, Portfolio Management (Utilities, Power and Renewables)
KeyBank, Brooklyn, Ohio, United States
Location:
127 Public Square - Cleveland, Ohio 44114
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.
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
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. Willingness to shoulder a fair share of the workload to help others meet objectives
Ownership of actions, decisions, and performance, and responsibility for achieving 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 $61,000.00 - $94,000.00 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 subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/30/2025
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.
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 HR_Compliance@keybank.com.
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127 Public Square - Cleveland, Ohio 44114
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.
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
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. Willingness to shoulder a fair share of the workload to help others meet objectives
Ownership of actions, decisions, and performance, and responsibility for achieving 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 $61,000.00 - $94,000.00 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 subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/30/2025
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.
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 HR_Compliance@keybank.com.
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