Portfolio Management Associate — Diversified Credit

KeyBank; Seattle (WA); Hybrid; USD 80,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

KeyBank seeks an Associate, Portfolio Management in Cleveland, OH to perform financial analysis and underwriting for multimillion-dollar corporate credit requests. You will support loan structures, monitor risk, and work with partners to grow funded assets while maintaining asset quality.

Responsibilities include data gathering, cash flow modeling, and ensuring regulatory compliance. The role emphasizes collaboration, leadership development, and ongoing credit monitoring.

Qualifications

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

Responsibilities

• Gather and analyze all relevant financial data for clients or prospects, including spreading financial statements and collaborating with third party vendors to ensure accuracy of financial spreads.
• Model future financial performance of clients and prospects, including downside scenarios.
• Assist Business Partners/Bankers/Relationship Managers in structuring transactions.
• Prepare a thorough credit underwriting document identifying credit risks and mitigants; ensure compliance with KYC, Patriot Act, OFAC checks.

Skills

Financial analysis

Credit underwriting

Cash flow modeling

Loan documentation

KYC compliance

Client relationships

Education

Bachelor's degree in finance/accounting/economics

MBA preferred

Tools

Microsoft Office

Financial analysis tools

Job description

KeyBank seeks an Associate, Portfolio Management in Cleveland, OH to perform financial analysis and underwriting for multimillion-dollar corporate credit requests. You will support loan structures, monitor risk, and work with partners to grow funded assets while maintaining asset quality.

Responsibilities include data gathering, cash flow modeling, and ensuring regulatory compliance. The role emphasizes collaboration, leadership development, and ongoing credit monitoring.