Vice President, Portfolio Management (Upper Middle Market)

Davita Inc.; Columbus (OH); On-site; USD 100,000 - 135,000; Full time

Job summary

A leading company is seeking a Portfolio Management Vice President responsible for financial analysis and credit underwriting for corporate clients. The role involves assessing creditworthiness, managing credit requests, and ensuring compliance with regulations. Candidates should have extensive experience in credit management, excellent analytical skills, and a strong educational background in finance or related fields.

Qualifications

• Minimum five years in corporate credit Portfolio Management.
• Ability to assess corporate creditworthiness and create underwriting packages.
• Solid understanding of Investment Banking concepts.

Responsibilities

• Perform financial analysis and prepare underwriting documents for credit requests.
• Monitor ongoing credit for a portfolio of corporate clients.
• Ensure compliance with KYC regulations.

Skills

Financial analysis

Credit assessment

Financial modeling

Communication

Multi-tasking

Education

Undergraduate degree in Finance, Accounting, Economics, Business

MBA

Job description

Location:

127 Public Square - Cleveland, Ohio 44114

JOB BRIEF (PURPOSE)

The Portfolio Management Vice President will be responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests. Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of corporate clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products.This position will cover upper middle market commitments.

ESSENTIAL JOB FUNCTIONS

• Gather and analyze all relevant financial data for a client or prospect, including spreading financial statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.
• Model future financial performance of clients and prospects, including downside scenarios
• Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
• *Perform enhanced Leveraged Cash Flow due diligence, when appropriate
• *Assist Syndications/Relationship Managers in structuring transactions, as applicable
• *Work closely with assigned Acuity Knowledge Partners analyst, who provides outsourced analytical support
• *Manage the approval process for lending commitments, amendments, waivers, and consents, including making recommendations to Credit Executives
• Ensure compliance with all Know Your Customer ("KYC") regulations
• Review all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation in order to ensure that the documentation correctly reflects approval. Work closely with outside counsel, as applicable
• *Properly maintain documentation and necessary business records
• *Monitor the ongoing financial performance of portfolio companies and track covenant compliance
• *Conduct periodic plant or site visits to monitor business conditions and attend client/bank meetings when appropriate; establish rapport with clients' C-suite
• Proactively identify potential problem credits and work to improve the Bank's position in undesirable situations
• Prepare white papers on assigned industry segments, as requested
• Assist product partners in cross selling additional bank products
• *Provide guidance and feedback to Analysts and Associates

REQUIRED COMPETENCIES/SKILLS

• Experience with / knowledge of secured and unsecured corporate cash flow lending
• Demonstrated ability to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package
• Demonstrated competence in financial analysis and financial modeling
• Experience in structuring meaningful and appropriate financial covenants for syndicated debt facilities
• Familiarity with corporate banking products such as Enterprise Commercial Payments ("ECP"), Foreign Exchange ("FX"), Derivatives, etc.
• Solid understanding of fundamental Investment Banking conceptsAbility to plan, multi-task, manage time effectively, and work independently with limited direction
• Ability to communicate professionally, competently, and persuasively in verbal and written formats

REQUIRED QUALIFICATIONS

• Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
• Undergraduate degree in Finance, Accounting, Economics, Business, or equivalent work experience

PREFERRED QUALIFICATIONS

• Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
• MBA

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $100,000to $135,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 07/31/2025KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.

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