Analyst, Portfolio Management (Utilities, Power and Renewables)

Location:

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

Please click here for a list of benefits for which this position is eligible.

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.