Job summary
Job post source
This job is directly from KeyBank
Job overview
The Associate, Portfolio Management at KeyBank is responsible for financial analysis and underwriting to support corporate credit requests, contributing to asset growth and risk management within the bank.
Responsibilities and impact
The role involves analyzing financial data, preparing underwriting documents, structuring transactions, monitoring credit risk, managing legal documentation, maintaining client relationships, and guiding junior staff to support portfolio management and credit quality.
Compensation and benefits
The position offers a base salary range of $85,000 to $115,000 annually, eligibility for short-term and deferred incentive compensation, and benefits including flexible work options with a hybrid or remote model depending on location.
Experience and skills
Candidates need a bachelor's degree or equivalent experience in finance-related fields, at least 3 years of commercial underwriting or financial services experience, strong financial analysis and modeling skills, knowledge of credit agreements, and effective communication and leadership abilities; an MBA is preferred.
Work environment and culture
KeyBank promotes an inclusive culture emphasizing ethical conduct, client focus, teamwork, accountability, and leadership aligned with the bank's values, offering a flexible work environment with hybrid or remote options.
Company information
KeyBank is a financial services company focused on corporate credit and portfolio management, emphasizing moderate risk profiles and asset quality in its lending practices.
Job location and travel
The preferred work location is Cleveland, Ohio with a hybrid model requiring three days in-office per week, though remote work is possible outside KeyBank's footprint.
Unique job features
This role includes opportunities to work on multimillion-dollar credit requests, collaborate with various banking partners, and contribute to credit risk management and underwriting processes with emerging leadership responsibilities.
Company overview
KeyBank is a regional bank headquartered in Cleveland, Ohio, offering a wide range of financial services including personal and commercial banking, investment management, and mortgage services. It generates revenue through interest on loans, fees for services, and investment income. Founded in 1825, KeyBank has a rich history, having grown through numerous mergers and acquisitions, and is now one of the largest banks in the United States by assets. The company is known for its commitment to community development and corporate responsibility.
How to land this job
Tailor your resume to showcase your expertise in financial analysis, credit underwriting, and portfolio management, emphasizing your experience with corporate credit requests and risk assessment as outlined in the KeyBank job description.
Highlight your skills in financial modeling, credit documentation review, and compliance with regulatory requirements such as KYC and OFAC to align with KeyBank's expectations for this Associate role.
Apply through multiple channels including KeyBank's official corporate careers page and LinkedIn to maximize your chances of being noticed by recruiters.
Connect with current KeyBank professionals in the Portfolio Management division on LinkedIn; use ice breakers like commenting on recent KeyBank financial initiatives, asking about team culture, or expressing interest in their approach to credit risk management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial analysis,' 'credit underwriting,' 'portfolio management,' 'risk rating,' 'financial modeling,' and 'compliance' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms, identify LinkedIn connections for networking, and optimize your resume for ATS, allowing you to focus more on preparing for interviews and professional growth.
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