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Analyst, Portfolio Management (Utilities, Power and Renewables)
Analyst, Portfolio Management (Utilities, Power and Renewables)Ohio Staffing • Cleveland, OH, US
Analyst, Portfolio Management (Utilities, Power and Renewables)

Analyst, Portfolio Management (Utilities, Power and Renewables)

Ohio Staffing • Cleveland, OH, US
2 days ago
Job type
  • Full-time
Job description

Analyst, Utility, Power And Renewable Energy

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 team's $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 bank's 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 bank's 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

Bachelor's 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 one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes.

    • Core Competencies

    All KeyBank employees are expected to demonstrate Key's Values and abide by Key's 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 $61,000.00 - $94,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to sk

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    Portfolio Analyst • Cleveland, OH, US