Associate Portfolio Management (Leveraged Loans Team)
Core
Financial analysis and underwriting for multimillion-dollar corporate credit requests, including LBOs, MBOs, and go-privates, while monitoring portfolio risk and covenant compliance.
Role type
Associate Portfolio Management (Leveraged Loans)
Builds
Corporate credit facilities, term loans, leases, and derivatives for KeyBank clients
Domain
Leveraged Finance / Commercial Banking
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Financial statement analysis, credit metrics calculation, LCF modeling, covenant compliance tracking, legal documentation review, risk assessment, syndicated deal structuring
Preferred skills
MBA, leveraged finance experience, syndicated deal lead role experience
Technologies
Microsoft Excel, LCF modeling tools
Responsibilities
Gather and analyze financial data for clients, model future financial performance including downside scenarios, prepare credit underwriting documents, monitor ongoing portfolio financial performance and covenant compliance, assist in structuring transactions, manage approval processes for lending commitments and amendments, conduct diligence on new LBO opportunities, maintain legal documentation, and provide guidance to analysts
Seniority
Associate, individual contributor with emerging leadership skills