Emerging Leader: Portfolio Management & Credit

KeyBank; Cincinnati (OH); Hybrid; USD 80,000 - 150,000; Full time

Job summary

KeyBank seeks an Associate, Portfolio Management to analyze financial data, underwrite credit requests, and monitor a mixed client portfolio. You will support corporate underwriting, assist bankers, and contribute to risk management and compliance efforts.

This role emphasizes strong financial modeling, collaboration with relationship managers, and the ability to draft clear credit packages while maintaining asset quality in a moderate risk environment.

Qualifications

• Bachelor's degree in finance, accounting, economics and/or business (preferred).
• Master's degree MBA preferred.

Responsibilities

• Gather and analyze financial data, spread financial statements, and assess creditworthiness.
• Model future financial performance and downside scenarios.
• Prepare thorough underwriting documents with risks and mitigants.
• Monitor portfolio and ensure covenant compliance; maintain data integrity.

Skills

Financial analysis

Credit underwriting

Analytical thinking

Client relationship

Communication

Education

Bachelor's Degree (Finance/Economics/Business)

Master's Degree MBA (preferred)

Tools

Microsoft Office

Financial modeling

Job description

KeyBank seeks an Associate, Portfolio Management to analyze financial data, underwrite credit requests, and monitor a mixed client portfolio. You will support corporate underwriting, assist bankers, and contribute to risk management and compliance efforts.

This role emphasizes strong financial modeling, collaboration with relationship managers, and the ability to draft clear credit packages while maintaining asset quality in a moderate risk environment.