Senior Portfolio Management & Credit Leader

KeyBank; New York (NY); Hybrid; USD 96,000 - 181,000; Full time

Benefits offered by this job

Hybrid work options

Job summary

KeyBank in Cleveland is seeking a VP, Portfolio Management responsible for financial analysis and underwriting to support multimillion-dollar corporate credit requests while maintaining asset quality within a moderate risk profile.

The role involves leading deal structuring, modeling future performance, monitoring risk, preparing thorough credit packages, and collaborating with partners across the bank to grow funded assets and client relationships.

Qualifications

• Bachelor's degree in finance, accounting, economics or business required.
• MBA preferred for advanced roles.
• Minimum 5 years in commercial underwriting or banking.
• Strong financial analysis and modeling skills.
• Experience with syndicated lending and credit documentation is a plus.

Responsibilities

• Gather and analyze financial data for high-value clients or prospects.
• Model future performance, including downside scenarios.
• Lead structuring discussions with partners and clients; act as a financial advisor on deals.
• Prepare thorough underwriting documents highlighting risks and mitigants.
• Ensure KYC/compliance checks and monitor covenant compliance throughout the portfolio.
• Maintain accurate legal documents and reflect approvals in agreements.

Skills

Financial analysis

Credit underwriting

Modeling

Relationship management

Negotiation

Education

Bachelor's Degree in Finance/Business

MBA preferred

Tools

Microsoft Office

Credit systems

Job description

KeyBank in Cleveland is seeking a VP, Portfolio Management responsible for financial analysis and underwriting to support multimillion-dollar corporate credit requests while maintaining asset quality within a moderate risk profile.

The role involves leading deal structuring, modeling future performance, monitoring risk, preparing thorough credit packages, and collaborating with partners across the bank to grow funded assets and client relationships.