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VP, Portfolio Mgmt Job in Cleveland, Ohio US
Monster
 
 
 
 

Job Summary

Company
KeyBank NA
Location
Cleveland, OH
Industries
Government and Military
Job Type
Full Time
Employee
Years of Experience
1+ to 2 Years
Job Reference Code
71018834

VP, Portfolio Mgmt

About the Job

Location:
127 Public Square - Cleveland, Ohio 44114

About the Job
Perform financial analysis and prepare underwriting documents to support the structuring of complex multimillion-dollar Leveraged Finance credit requests, including LBOs, dividend recapitalizations, go-privates and material acquisitions for private equity-owned businesses.Such requests include obtaining initial approval for new credit exposure (i.e., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Portfolio Management Vice President will be responsible for ongoing credit monitoring for a portfolio of Leveraged clients, reviewing legal documentation, and assisting product partners in cross-selling additional bank products. The Vice President will be the senior team member on certain transactions and will act as second chair to a Senior VP on more complex transactions.

Essential Job Functions
Obtain and participate in the analysis of all necessary documentation including all credit agreements, pledges and collateral agreements and assure 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.
- 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.
- Conduct 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 preferred.
- At least 5 years of large (sales in excess of $250 million) corporate, commercial or investment banking loan underwriting/structuring plus at least 2 years of Leveraged Finance experience.
- Strong competence in Financial Modeling, including Leveraged Cash Flow modeling
- Strong data gathering skills
- Product Knowledge
- Ability to Leverage/maintain Internal Data Systems and Technology
- Ability to Communicate Professionally and Competently

- Ability to plan, multi-task, manage time effectively, and work independently with limited direction

- Competency with Microsoft office suite and other applications

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

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 either at a home office or in a Key facility to perform your job duties.

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 .

#LI-Remote

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and 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.
 

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