Skip to content
Associate – Portfolio Managment – Specialty Finance Lending
| Company | KeyBank |
|---|
| Location | Cleveland, OH, USA |
|---|
| Salary | $77000 – $125000 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Senior |
|---|
Requirements
- An undergraduate degree in accounting, finance, economics or related field
- 5+ years’ of commercial lending, commercial leasing, or credit analysis experience combined with finance and accounting experience
- 2+ years’ of experience working with structured finance transactions (e.g., CLOs or ABS)
- Strong knowledge of financial analysis applications (Moody’s Risk Analyst)
- Strong knowledge of and ability to apply financial analysis and accounting concepts
- Strong knowledge of loan and lease documentation
- Strong organizational skills
- Ability to analyze a wide variety of lessee and industry information
- Ability to work independently
- Ability to make and support recommendations
- Ability to meet multiple deadlines
- Strong written communication skills
- Proficient in Word and Excel applications
- Detail oriented and Self-motivated
Responsibilities
- Perform credit and risk monitoring of highly structured Specialty Finance transactions.
- Review loan and lease documentation to evaluate deal structure and ensure covenant compliance.
- Analyze and assess customer and transaction exposures and concentrations within the KCBSFL portfolio and individual deals.
- Prepare minor amendments and waivers, as needed
- Recommend credit strategies to mitigate portfolio risks.
- Perform periodic reviews of existing portfolio deals, encompassing an assessment of equipment/collateral and an evaluation of transactional, operational and credit risk.
- Recommend appropriate risk ratings for transactions.
- Identify problem loans and leases and support workout efforts as needed.
- Compile information as requested for internal and external examinations, reviews and audits.
- Ensure compliance with KeyCorp and KCBSFL policies and procedures. Evaluate risks in accordance within those policies and procedures.
- Escalate issues as appropriate.
- Perform other duties, as assigned.
- Periodic travel as required.
Preferred Qualifications
- Experience with a variety of collateral types including middle market loans, growth capital loans, transportation assets (aviation, rail, marine container), other esoteric assets
- Regulatory experience
- Loan review or audit experience
- MBA, CFA designation or other advanced training relevant to position
