Analyst, Portfolio Management (Utilities, Power and Renewables)

Cleveland, TN - USA

Yearly Salary: $ 61000 - 94000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Location:

127 Public Square - Cleveland Ohio 44114

Job Summary
In support of the primary Portfolio Managers in the Utility Power and Renewable Energy team analysts perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. Primary responsibility will be to assist in managing the teams $5 billion portfolio of power loans.

Essential Functions

Prepares analysis and write-ups for amendments consents and waivers to existing credit documentation
Monitors accounts to determine liquidity earnings and performance trends management capability and other essential information to secure the banks position to minimize potential losses.
Manages completion of quarterly risk reviews and annual reviews of loans
Maintains extensive database of project performance statistics and general information
Creates Quarterly Power Portfolio review for distribution to credit organization
Reviews and processes monthly withdrawal certificates for project companies and interacts with internal clients to ensure smooth execution
Assists primary Portfolio Managers in analysis and preparation of new deals
Identifies potential problem accounts and works to improve the banks position in undesirable situations
Supports in the due diligence documentation and closing of credit facilities
Prepares white papers on new initiatives in industry
Conducts periodic site visits to assess management business conditions and build rapport with accounts.
Attends bank meetings on a regular basis
Helps Investment Bankers/Relationship Managers in structuring transactions
Contributes to other tasks for the team as needed

Education

Bachelors Degree or equivalent work experience in finance accounting economics and/or business (required)

Work Experience

Experience in financial analysis borrower analysis and preparation of credit write-ups (required)
Experience in capital markets analysis (required)

Skills

Proficiency in modeling financial performance and conducting financial and/or borrower analysis.
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications.
Ability to gather relevant research analyze data and synthesize information to draw conclusions and produce insights.
Foundational understanding of banking and investment banking products and services.
Effective presentation and communication skills with the ability to collaboratively make an impact.
Ability to plan multi-task manage time effectively and lead work independently at times with supervision of senior team members.
Experience preparing credit write-ups underwriting documents and/or capital markets analysis.
Knowledge of credit metrics risks and mitigants.
Excellent documentation and record-keeping skills.
Familiarity with relevant regulations.
Effectively working with others to reach a shared goal. Consistently displaying a willingness to shoulder a fair share of the workload in addition to helping others meet their objectives.
Consistently taking ownership of ones actions decisions and performance and being responsible for achieving the agreed-upon outcomes.

Core Competencies

All KeyBank employees are expected to demonstrate Keys Values and abide by Keys Code of Conduct.

Physical Demands

General Office - Prolonged sitting ability to communicate face to face in person or on the phone with teammates and clients frequent use of PC/laptop occasional lifting/pushing/pulling of backpacks computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $61000.00 - $94000.00 annually. Placement within the pay range may differ based upon various factors including but not limited to skills experience and geographic location. Compensation for this role also includes eligibility for 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: 11/30/2025 KeyCorp 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.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing

Required Experience:

Location:127 Public Square - Cleveland Ohio 44114Job SummaryIn support of the primary Portfolio Managers in the Utility Power and Renewable Energy team analysts perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests. Primary responsibilit...