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Senior Vice President, Portfolio Management OR Vice President, Portfolio Managem

KeyBank NA

Cleveland, OHJobSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
Cleveland, OH
Work Authorization
Not specified

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Job overview

The Senior Vice President, Portfolio Management performs financial analysis and prepares underwriting documents for complex corporate credit requests. The role manages a portfolio of high-value corporate clients, overseeing credit monitoring, risk ratings, legal documentation, and cross-selling support. It leads challenging underwritings and deal teams, while maintaining asset quality and a moderate risk profile. The position may be filled at different salary grade levels depending on requirements.

Skills & qualifications

RequiredNice to have

Skills

Financial AnalysisFinancial ModelingCredit UnderwritingCredit Risk AnalysisLeveraged Cash Flow AnalysisRegulatory ComplianceCredit Documentation ReviewTransaction Structuring

Full job description

Location: 1000 South McCaslin Boulevard, Superior Colorado This position may be filled at different salary grade levels depending on requirements. Job SummaryThe Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, often multi-faceted, credit exposure (e.g., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. The Senior Vice President, Portfolio Management is often one of the most senior deal team members on a transaction and will lead some the group's most challenging and complex underwritings and lead left opportunities. In many cases, they will work independently handling all Portfolio Manager (PM) duties "hands on keyboard" with little or no support from junior staff but will provide feedback and guidance to junior staff as appropriate. As part of the first line of defense, Senior Vice President PMs are expected to consistently demonstrate a solutions-oriented, growth mindset that is supportive of line of business goals while still maintaining a moderate risk appetite and upholding asset quality.Responsibilities Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources. Model future financial performance of clients and prospects, including downside scenarios. Serve as a thought leader on the deal team, guiding Business Partners/Bankers/Relationship Managers in structuring transactions, especially when working with complex, multi-faced deal structures. Viewed as a critical financial advisor/partner by the client/borrower and respected by Credit for a solid reputation managing risk.. Perform enhanced leveraged cash flow due diligence, when appropriate (i.e., in specific Banking Group Portfolio Management, "BGPM" specialty groups). Prepare a thorough credit underwriting document, drawing on experience and deep industry expertise to proactively identify credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues. Ensure compliance with all relevant regulations including Know Your Customer (KYC), running MCA/Patriot Act/OFAC checks as well as certifying Beneficial Ownership. Lead the approval process for, often complex, lending commitments, amendments, waivers, and consents, including providing monitoring, reporting and/or making recommendations to Credit Executives as appropriate. Obtain and lead the analysis/review of all necessary documentation and business records including all credit agreements, guarantees, pledges and collateral agreements to assure that the documentation correctly reflects rates, terms, and special conditions. Work closely with outside counsel, as applicable. Monitor accounts/ongoing financi

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