Talent.com
Vice President, Portfolio Management (Upper Middle Market)
Vice President, Portfolio Management (Upper Middle Market)Key Bank • Brooklyn, OH, United States
Vice President, Portfolio Management (Upper Middle Market)

Vice President, Portfolio Management (Upper Middle Market)

Key Bank • Brooklyn, OH, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Location :

127 Public Square, Cleveland Ohio

  • COMMERCIAL PM TEAM IS GROWING

Job Summary

The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients with a complexity profile commensurate to experience (primarily participations in other bank's syndicated deals with a small number of Left Lead deals), reviewing legal documentation, and assisting product partners in cross-selling additional bank products. This individual should demonstrate leadership skills within credit underwriting and portfolio management; they may work somewhat independently, or in conjunction with other Portfolio Managers (PMs) on a deal team, providing feedback and guidance to junior staff as appropriate. As part of the first line of defense, Vice President PMs are expected to consistently demonstrate a solutions-oriented, growth mindset that is supportive of line of business goals while still maintaining a moderate risk appetite and upholding asset quality.

Responsibilities

  • Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and / or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc. while effectively utilizing and providing feedback to, third party resources.
  • Model future financial performance of clients and prospects, including downside scenarios.
  • Demonstrate leadership in structuring transactions, in collaboration with Business Partners / Bankers / and Relationship Managers. Viewed as a value-add financial advisor by the client / borrower, critical and knowledgeable contributor to the deal team and respected by Credit for a solid reputation managing risk.
  • Perform enhanced leveraged cash flow due diligence, when appropriate (i.e., in specific Banking Group Portfolio Management, "BGPM" specialty groups).
  • Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues.
  • Ensure compliance with all relevant regulations including Know Your Customer (KYC), running MCA / Patriot Act / OFAC checks as well as certifying Beneficial Ownership.
  • Manage the approval process for, occasionally complex, lending commitments, amendments, waivers, and consents, including providing monitoring, reporting and / or making recommendations to Credit Executives as appropriate.
  • Review and properly maintain all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation to ensure that the documentation correctly reflects approval.
  • Monitor accounts / ongoing financial performance of portfolio to track covenant compliance, determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses. Ensure data integrity in Key's systems and reporting and that all assets remain appropriately risk rated at all times, with timely changes.
  • Identify potential problem accounts and work with our Asset Recovery Group, as appropriate, to improve the bank's position in undesirable situations.
  • Establish and maintain direct client relationships. Attend management presentations, bank meetings and conduct plant / site visits as appropriate to monitor business conditions and / or identify new underwriting, and / or additional bank product opportunities.
  • Contribute to, or prepare white papers on assigned industry segments, as requested.
  • Provide guidance and feedback to Analysts and Associates as appropriate.
  • Gather and prepare data in response to ad hoc data requests
  • Performs other duties as assigned; duties, responsibilities and / or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

    • Education Qualifications

  • Bachelor's Degree or equivalent work experience in finance, accounting, economics and / or business (required)
  • Master's Degree / MBA (preferred)

    • Experience Qualifications

  • Minimum of 5 years of commercial underwriting, credit, banking and / or financial services experience (required)
  • Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications (required)
  • Demonstrated competence in financial analysis and modeling (required)
  • Well established ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required)
  • Experience structuring meaningful and appropriate financial covenants for syndicated debt facilities (required)
  • Developing experience managing the left lead / administrative agent role in syndicated deals (required)
  • Ability to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required)
  • Knowledge of business and legal elements of credit agreements, and the ability to work with counsel and collaborate through document negotiations on agented transactions and / or assist lead syndicator in document negotiations (required)
  • Solid understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required)
  • Effective and polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required)
  • Ability to plan, multi-task, manage time effectively, and lead work independently with limited direction (required)

    • Tactical Skills

  • Financial & Credit Acumen (expert level) Demonstrates an understanding of foundational accounting principles and can interpret and analyze financial statements (balance sheets, income statements, cash flow statements) to assess a company's financial health and ability to meet its obligations. Able to effectively utilize various tools and techniques, including financial ratios, to evaluate a borrower's financial strength and assess risk.
  • Sound Judgement (expert level) Able to carefully evaluate the impact of all emerging and / or existing considerations and choose the best path forward using informed, rational, and effective decision-making techniques in various lending and business situations.
  • Communication (expert level) Able to clearly, concisely, and persuasively convey information, whether verbal, written, or nonverbal. Able to effectively synthesize large amounts of complex information into a more consumable summary. Consistently demonstrates a focus on keeping clients, partners, and teammates informed as to the real-time status of important matters.
  • Effective Transaction Management (experienced level) Able to effectively shepherd a transaction through all required stages, while staying organized, meeting deadlines, managing risk, and ensuring a favorable experience for the client.
  • Effective Risk Management including Loan Documentation (experienced level) Able to effectively identify, assess, and control potential risks involved with corporate lending. Properly grading loans to reflect their risk level and ensuring accurate risk ratings. Able to effectively interpret and negotiate credit agreements and loan documentation. Understanding how specific loan terms and conditions can be employed to mitigate risk of loss. Ensure accuracy in loan documentation and seek credit approval related to documentation that deviates from Key's standard form (e.g. ISDAs)
  • Proactive Time Management (expert level) Demonstrated ability to take initiative, set clear objectives, and prioritize tasks to meet deadlines, maximize productivity, and minimize stress. Able to successfully identify which tasks are urgent (requiring immediate attention) and which are important (contributing to long-term goals). Able to effectively multitask and balance competing priorities. Habitually working with energy and commitment; industrious.
  • Collaboration & Teamwork (experienced level) 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.
  • Accountability (expert level) Consistently taking ownership of one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes. Being reliable, dependable, and fulfilling commitments. Able to be relied upon as honest and truthful.
  • Resilience & Ability to Manage Ambiguity (experienced level) Able to withstand or recover quickly from stressful or difficult conditions. Able to move forward with less than perfect, or incomplete, information and ability to flexibly and comfortably adapt to changing work demands.
  • Critical Thinking & Intellectual Curiosity (expert level) Able to identify, evaluate, and interpret information, and question assumptions to reach well-supported, evidence-based conclusions. Open-minded and eager to seize opportunities to learn, grow, acquire knowledge, and expand skill set.
  • Leadership & Influencing (experienced level) Demonstrates the ability to influence and inspire, motivate, empower, and guide others towards a common goal. Consistently displays the highest standards, values, and behaviors, inspiring others to follow, and setting a model for excellence.
  • Enterprise Mindset (working knowledge level) Demonstrates an ability to understand and prioritize the broader goals and well-being of the entire organization over the interests of individual departments or teams. Understands the interconnectedness of different parts of the Bank; makes decisions that benefit the whole. Displays "big picture" thinking, considering the broader implications of decisions and actions.

    • Core Competencies

  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

    • 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 $94,000.00 - $175,000.00 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.

    Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

    Job Posting Expiration Date : 12 / 31 / 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, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

    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 HR_Compliance@keybank.com.

    #LI-Remote

    serp_jobs.job_alerts.create_a_job

    President Management • Brooklyn, OH, United States

    Job_description.internal_linking.related_jobs
    Vice President, Investment Banking

    Vice President, Investment Banking

    Fifth Third • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    Vice President, Investment Banking page is loaded## Vice President, Investment Bankinglocations : Cleveland, OH : Chicago, IL : New York, NY : Atlanta, GA : Charlotte, NCtime type : Full time...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Membership Consultant

    Membership Consultant

    ArchWell Health • Cleveland Heights, OH, United States
    serp_jobs.job_card.full_time
    Health is a new, innovative healthcare provider devoted to improving the lives of our senior members.We deliver best-in-class care at comfortable, accessible neighborhood clinics where seniors can ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Opinion Contributor (Hiring Immediately)

    Remote Opinion Contributor (Hiring Immediately)

    Maxion Research • Euclid, Ohio, US
    serp_jobs.filters.remote
    serp_jobs.job_card.part_time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Portfolio Management (Utilities, Power and Renewables)

    VP, Portfolio Management (Utilities, Power and Renewables)

    KeyBank • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    VP, Portfolio Management (Utilities, Power and Renewables).VP, Portfolio Management (Utilities, Power and Renewables).Perform financial analysis and prepare underwriting documents to support comple...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Euclid, Ohio
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    VP, Treasury Management, Cleveland

    VP, Treasury Management, Cleveland

    Dollar Bank, FSB • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    Are you a proactive cash management sales professional with a strong network and the ambition to drive your own success? Join our innovative team as a Vice President of Treasury Management, where y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Manager VP - Corporate & Commercial Banking

    Portfolio Manager VP - Corporate & Commercial Banking

    Associated Bank • Akron, OH, US
    serp_jobs.job_card.full_time
    Portfolio Manager VP-Corporate & Commercial.At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.I...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Non-Clinical Tech - $1,633 per week in Ohio

    Travel Non-Clinical Tech - $1,633 per week in Ohio

    AlliedTravelCareers • All Cities, OH, US
    serp_jobs.job_card.full_time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Non-Clinical Tech in Ohio!.Non-Clinical travel Non-Clinical needed in Ohio. At Infojini Healthcare, We tell it like it is....serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Portfolio Manager

    Portfolio Manager

    Farmers National Bank of Canfield • Beachwood, OH, United States
    serp_jobs.job_card.full_time
    Work directly with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Behavioral Health Tech - $497 per week in Ohio

    Travel Behavioral Health Tech - $497 per week in Ohio

    AlliedTravelCareers • All Cities, OH, US
    serp_jobs.job_card.full_time +1
    AlliedTravelCareers is working with Infojini Healthcare to find a qualified Behavioral Health Tech in Ohio!.Behavioral Health Tech travel Behavioral Health needed in Ohio.Self Assessment (Skills Ch...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Euclid, Ohio, US
    serp_jobs.job_card.full_time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Paid Consumer Insight Participant (Hiring Immediately)

    Paid Consumer Insight Participant (Hiring Immediately)

    Maxion Research • Richmond Heights, Ohio, US
    serp_jobs.job_card.part_time
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Remote Bilingual Traditional Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Mercor • Euclid, Ohio, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Traditional Chinese • • and are also • •finance professionals • • based in Taiwan. This role combines your • •financial analysis and inv...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    VP, Portfolio Management (Diversified)

    VP, Portfolio Management (Diversified)

    KeyBank • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    VP, Portfolio Management (Diversified).The VP, Portfolio Management is an individual contributor who performs financial analysis and prepares underwriting documents to support multimillion‑dollar c...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    VP Private Banking

    VP Private Banking

    Dollar Bank, FSB • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    Step into the world of high net-worth banking as Vice President of Lending at Dollar Bank.In this role, you will have the chance to create and manage a diverse portfolio of loans and deposit produc...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Bookkeeper (Remote Position – Entry-Level or Experienced)

    Bookkeeper (Remote Position – Entry-Level or Experienced)

    GOLD GATE • Cleveland Heights, Ohio
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    Bookkeeper (Remote Position – Entry-Level or Experienced).Part-Time : $20–$28 per hour.Full-Time : $25–$35 per hour.We are seeking a reliable and detail-oriented Remote Bookkeeper t...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Vice President, Investment Banking

    Vice President, Investment Banking

    Fifth Third Bank • Cleveland, OH, United States
    serp_jobs.job_card.full_time
    Vice President, Investment Banking at Fifth Third Bank.Provide leadership in the pitching and execution of M&A and Strategic Advisory engagements while supporting the Senior Managing Director in da...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Controller

    Controller

    CFS • Canal Fulton, OH, US
    serp_jobs.job_card.full_time
    On-site in near Canal Fulton, OH.Comprehensive package including healthcare and retirement.Why This Opportunity Stands Out. High-impact leadership role overseeing all finance and accounting operatio...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted