Diversified Portfolio Management and Credit Underwriting

KeyBank; Charlotte (NC); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank is seeking an Associate, Portfolio Management to perform financial analysis and underwriting for corporate credit requests, supporting multimillion-dollar facilities while maintaining asset quality within a moderate risk profile.

Responsibilities include gathering financial data, modeling future performance, structuring transactions with partners, monitoring credit compliance, and preparing underwriting documents with risk analysis and mitigants.

Qualifications

• Bachelor's degree in finance, accounting, economics or business; MBA preferred.
• Minimum 3 years of commercial underwriting or credit experience.
• Syndicated deal experience strongly preferred.
• Proficiency with Excel and financial modeling.

Responsibilities

• Gather and analyze financial data and spreads for credit assessments.
• Model future financial performance, including downside scenarios.
• Prepare comprehensive credit underwriting documents with risks and mitigants.
• Monitor portfolio covenant compliance and asset quality.
• Assist bankers in structuring transactions and coordinating with partners.

Skills

Financial analysis

Credit underwriting

Financial modeling

Client communication

MS Office

Education

Bachelor's Degree

MBA (preferred)

Tools

MS Excel

Credit analysis tools

Job description

KeyBank is seeking an Associate, Portfolio Management to perform financial analysis and underwriting for corporate credit requests, supporting multimillion-dollar facilities while maintaining asset quality within a moderate risk profile.

Responsibilities include gathering financial data, modeling future performance, structuring transactions with partners, monitoring credit compliance, and preparing underwriting documents with risk analysis and mitigants.