SVP, Corporate Credit & Portfolio Management

KeyBank; Boston (MA); Hybrid; USD 128.000 - 268.000; Vollzeit

Benefits dieser Stelle

Flexible in-office/remote options

Zusammenfassung

KeyBank is seeking a Senior Vice President, Portfolio Management to independently analyze financial data and prepare underwriting documents for multimillion-dollar corporate credit requests. You will manage a portfolio of high-value clients, lead deal execution, and work across product partners to cross-sell solutions.

The role emphasizes strong credit underwriting, risk management, and leadership within deal teams, with a hybrid work model and competitive compensation.

Qualifikationen

• Bachelor's degree in finance, accounting, economics or business or equivalent work experience is required.
• Master's Degree/MBA is preferred.
• Strong financial analysis and modeling skills are required.
• Experience in credit underwriting and syndicated deals is valued.

Aufgaben

• Gather and analyze financial and industry data for high value clients and prospects; collaborate with third party resources for accuracy of financial spreads.
• Model future financial performance of clients, including downside scenarios.
• Lead deal structuring and guide deal teams; act as trusted advisor to clients and bankers.
• Perform enhanced leveraged cash flow due diligence when appropriate.
• Prepare thorough underwriting documents identifying risks and mitigants, market trends, and client concerns.
• Ensure compliance with KYC, Patriot Act/OFAC checks and Beneficial Ownership certification.
• Lead approval processes for complex lending commitments, amendments, waivers, and consents; monitor and report results.
• Review and maintain all necessary legal documentation to reflect approved terms.
• Monitor portfolio performance and covenant compliance; assess liquidity and risk ratings.
• Identify potential problem accounts and coordinate with Asset Recovery Group as needed.
• Establish strong client relationships; attend management presentations and site visits when appropriate.
• Contribute to white papers on assigned industry segments as requested.
• Gather and prepare data for ad hoc requests; provide guidance to analysts and associates.

Kenntnisse

Financial analysis

Financial modeling

Credit underwriting

Negotiation

Leadership

Ausbildung

Bachelor's Degree in finance, accounting, economics or business or equivalent work experience

Master's Degree /MBA (preferred)

Tools

Microsoft Office

Excel

Jobbeschreibung

KeyBank is seeking a Senior Vice President, Portfolio Management to independently analyze financial data and prepare underwriting documents for multimillion-dollar corporate credit requests. You will manage a portfolio of high-value clients, lead deal execution, and work across product partners to cross-sell solutions.

The role emphasizes strong credit underwriting, risk management, and leadership within deal teams, with a hybrid work model and competitive compensation.