Cleveland, OH, USA
6 days ago
SVP, Portfolio Management (Leverage)

Location:

127 Public Square - Cleveland, Ohio 44114

Perform financial analysis and prepare underwriting documents to support the structuring of complex multimillion-dollar Leveraged Finance credit requests, including LBOs, divided recapitalizations, go privates and material acquisitions for private equity-owned businesses. 
 
Essential Job Functions 
- Obtain and participate in the analysis of all necessary documentation including, all credit agreements, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions. 
- Model future financial performance of prospective client, including down-side scenarios.
- Prepare thorough credit underwriting identifying industry concerns, focus issues, weaknesses and mitigants, market share trends, financial trends and other pertinent underwriting issues.
- Manage approvals regarding lending commitments, amendments and waivers to credit facilities, as well as monitor and report to senior Credit Risk Executives the financial performance of portfolio companies. 
- Ensure that all documentation is accurate and properly maintained. 
- Prepare white papers on assigned industry segments.
- Monitor accounts to determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses.
- Identify potential problem accounts and work with our Asset Recovery Group to improve the bank's position in undesirable situations.
- Conducts periodic site visits to assess management, business conditions and build rapport with accounts.
- Attend management presentations for potential new LBO underwriting opportunities.
- Maintain client Credit Relationships.
- Assist Investment Bankers/Relationship Managers in structuring transactions.
- Work closely with outside counsel. 


 Required Qualifications 

BA in accounting, finance, business, economics, or related field.  MBA preferredAt least 10 years of corporate, commercial or investment banking loan underwriting/structuring plus at least 5 years of Leveraged Finance experienceStrong competence in Financial Modeling, including Leveraged Cash Flow modelingStrong data gathering skillsBanking product knowledgeAbility to leverage/maintain internal data systems and technologyAbility to communicate professionally and competentlyAbility to plan, multi-task, manage time effectively, and work independently with limited directionCompetency with Microsoft office suite and other applications

Careers at Key 
KeyCorp is an Equal Opportunity Employer M/F/D/V

This position is not eligible for employment visa (e.g., H-1B) sponsorship. Applicants must be authorized to work in the United States on a full-time basis.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $170,000 to $190,000 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.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 11/29/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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.


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