Analyst, Institutional Capital Group

KeyBank; Boston (MA); On-site; USD 69,000 - 105,000; Full time

Benefits offered by this job

401(k) matching

PTO

Lifestyle Spending Account

Tuition reimbursement

On-the-job training

Mentoring program

Job summary

KeyBank Real Estate Capital (KBREC) is seeking an Analyst to support senior team members in client relationships, credit requests, and transaction underwriting. You will perform financial analysis, real estate due diligence, and create client-tailored marketing materials.

You will collaborate with Relationship Managers and Senior Managers on portfolio management and credit structuring, gaining exposure to institutional real estate finance. Office presence is typical, with occasional travel.

Qualifications

• Strong analytical, organizational, written and verbal communication skills.
• Computer literate with proficiency in Word, Excel, and PowerPoint.
• Demonstrated leadership and teamwork.
• Highly motivated, self-directed, and strong work ethic.

Responsibilities

• Work closely with IREG teammates to build client relationships and provide financing solutions.
• Complete portfolio management, market analysis, and financial underwriting for credit transactions.
• Develop knowledge of underwriting parameters and balance sheet lending vs off-balance sheet options.
• Run internal modeling to determine risk ratings and return hurdles on loan approvals.
• Participate as an engaged member of the deal team, communicating with IREG team, borrowers, and prospects.
• Office presence is expected most days, with occasional travel.

Skills

Analytical skills

Organizational skills

Written & verbal communication

Leadership & teamwork

MS Word / Excel / PowerPoint

Education

Bachelor's degree

Tools

Word

Excel

PowerPoint

Job description

Location

127 Public Square, Cleveland Ohio

ABOUT THE BUSINESS

KeyBank Real Estate Capital (KBREC) is one of the nation's leading providers of commercial and multifamily real estate finance. KBREC focuses on building long-term relationships with its clients by providing creative financing solutions, acting with a sense of urgency and meeting client objectives. Our broad financing options, integrated platform, and deep industry experience give our clients what they need to meet their short and long-term goals. The Institutional Real Estate Group (IREG) is affiliated with the broader KeyBank Real Estate Capital platform. Specifically, IREG is focused on the unique capital and banking needs of public and private REITs, real estate operating companies, real estate fund sponsors, and real estate private equity firms. IREG helps institutional real estate entities obtain debt and equity financing in the following ways:

• Corporate Credit Facilities (including Senior Unsecured Revolving Lines of Credit and Term Loans, Senior Secured Lines of Credit, Structurally Subordinate Lines of Credit, and Subscription Lines)
• Syndicated Finance
• Acquisition and Bridge Loans
• Permanent Debt (CMBS, Life Company Placement, Fannie Mae, Freddie Mac, and FHA/HUD)
• Public and Private Bonds (Private Placements, Investment Grade & High Yield bonds)
• Public and Private Equity (IPOs, Common Equity Offerings and Private Placement of Equity)

ABOUT THE JOB

An Analyst assists senior team members in managing client relationships, reviewing and processing credit requests, and monitoring existing transactions. Analyst support includes, but is not limited to, financial analysis, real estate due diligence, transaction underwriting, credit structuring, portfolio management, creating client-tailored marketing materials, and client interface.

THIS OPPORTUNITY PROVIDES YOU

• Competitive base salary + discretionary bonus
• Generous benefits - including, 401(k) matching (dollar-for-dollar up to 7%), PTO, a Lifestyle Spending Account in support of employees' health, well-being and financial wellness, tuition reimbursement and much more.
• Paid on the job training and access to a library of on-demand professional development, training courses and formal enterprise mentoring program.
• Opportunity to be part of a team that is a market-leader in the institutional real estate sector, maintains deep, long-term relationships with its clients, and values teamwork and collaboration.
• Frequent collaboration with internal product partners throughout the organization which broadens the Analyst's real estate and corporate banking skillset.
• Frequent, timely, and constructive feedback from IREG senior leadership designed to accelerate the Analyst's career development.
• Tools and mentoring necessary to ultimately become a dynamic member of the Team.

ESSENTIAL JOB FUNCTIONS

• Work closely with other IREG teammates, including Associates, Relationship Managers and Senior Relationship Managers to build client relationships and provide financing solutions.
• Complete portfolio management, market analysis, and financial underwriting, including writeups(?), for credit transactions.
• Develop detailed knowledge of underwriting parameters and the working relationship between balance sheet lending and off- balance sheet financing options.
• Run and utilize internal modeling to determine risk ratings and return hurdles on all loan approvals.
• Participate as an engaged member of the deal team, effectively and regularly communicating with the IREG team, internal product partners, borrowers, and prospects.
• Work in the office most days is expected, and occasional travel may also be required.

REQUIRED QUALIFICATIONS

• Bachelor's degree
• Strong analytical, organizational, written and verbal communication skills
• Computer literate with proficiency in Word, Excel, and PowerPoint
• Demonstrated leadership and teamwork
• Highly motivated, self-directed, and strong work ethic

PREFERRED QUALIFICATIONS

• Degree or class work in finance, accounting, commercial real estate, or economics
• Financial modeling coursework or experience
• Relevant internship or prior work experience in commercial real estate or commercial banking

CORE COMPETENCIES

• Strong communication skills
• Effective time management
• Intellectual curiosity
• Critical thinking
• Team player
• Synthesize/interpret information
• Financial acumen

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [e-mail].