Analyst, Portfolio Management (Utilities, Power and Renewables)

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

Physical Demands

Travel

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 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.

Job Posting Expiration Date : 11 / 30 / 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, disability or veteran status.

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.

KeyBank is an organization collectively committed to helping you unlock your potential and discover what truly drives you. Working here means sharing our purpose to help our clients, colleagues, and communities thrive. You’ll find genuinely supportive teammates, a flexible, inclusive work environment, challenging projects, accessible leaders, and opportunities to grow in your position and your career. For 200 years, Key has opened doors in our communities. Let us open one for you.