Associate Portfolio Management (Diversified)
Core
Perform financial analysis and prepare underwriting documents to support multimillion-dollar corporate credit requests, including new credit exposure and amendments, while maintaining asset quality within a moderate risk profile.
Role type
Associate Portfolio Manager (Corporate Credit Underwriting)
Builds
Corporate credit facilities, term loans, leases, foreign exchange products, and derivatives for KeyBank's client base.
Domain
Commercial Banking / Corporate Lending
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial statement analysis, credit metrics calculation, downside scenario modeling, covenant compliance monitoring, legal documentation review, risk rating, syndicated deal participation
Preferred skills
Leveraged finance experience, debt capital markets experience, investment banking experience, large corporate lending experience
Technologies
Financial modeling tools, credit risk systems, KYC/OFAC screening platforms
Responsibilities
Gather and analyze financial data for clients, model future financial performance, prepare credit underwriting documents, manage approval processes for lending commitments, monitor portfolio accounts for covenant compliance, identify problem accounts, establish client relationships, provide guidance to analysts
Seniority
Associate, individual contributor with emerging leadership skills
