Analyst, Portfolio Management (Oil and Gas)
Core
Individual contributor supporting the Portfolio Management team in financial analysis and preparation of underwriting documents for multimillion-dollar corporate credit requests.
Role type
Analyst, Portfolio Management (Corporate Credit)
Builds
Corporate credit facilities, term loans, leases, foreign exchange products, and derivatives for KeyBank clients.
Domain
Banking / Corporate Finance / Oil and Gas
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, credit metrics calculation, risk assessment, credit underwriting documentation, covenant compliance monitoring, industry research
Preferred skills
Capital markets analysis, oil and gas industry experience
Technologies
Microsoft Office, financial modeling tools
Responsibilities
Gather and analyze financial data for clients, model future financial performance including downside scenarios, prepare credit underwriting documents, participate in approval processes for lending commitments, perform ongoing monitoring of financial performance and covenant compliance, identify and escalate credit concerns
Seniority
Junior, individual contributor under supervision
