Analyst, Portfolio Management (Support Key's Equipment Finance Portfolio Monitoring Group and Underwriting Group)
Core
Support multimillion-dollar corporate credit requests and monitor a large portfolio of municipal, vendor, solar, and C&I equipment loans to maintain asset quality and grow funded assets.
Role type
Individual contributor credit analyst (portfolio management & underwriting support)
Builds
Credit approval documents, risk ratings, and monitoring reports for middle market and large corporate clients.
Domain
Banking / Corporate Lending / Equipment Finance
Required skills
Financial statement analysis, credit metrics calculation, risk identification, credit underwriting documentation, covenant compliance monitoring, financial modeling, data integrity management
Preferred skills
Capital markets analysis, underwriting experience, banking experience, treasury/finance/accounting experience
Technologies
Microsoft Office, KeyBank systems
Responsibilities
Gather and analyze financial data including spreading statements and calculating credit metrics; Model future financial performance including downside scenarios; Prepare credit underwriting documents identifying risks and mitigants; Participate in approval processes for lending commitments and amendments; Perform ongoing monitoring of financial performance and covenant compliance; Support review and maintenance of legal documentation including credit agreements and collateral; Identify and escalate credit concerns to the deal team.
Seniority
Junior to Mid-level, hands-on IC
