Analyst, Portfolio Mgmt
reputed company is a national association that provides various financial services. The Analyst, Portfolio Management is responsible for supporting the Portfolio Management team with financial analysis and reputed company documents for corporate credit requests, while ensuring compliance and maintaining asset quality.
Responsibilities
- Conduct in-depth analysis and research on issuers and borrowers across various sectors through reputed company, in-office collaboration with team members and access to on-site resources
- Gather and analyze relevant financial data for clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, and supporting the identification of risks, mitigants and determination of creditworthiness
- Model future financial performance of clients and prospects, including downside scenarios
- Prepare credit reputed company documents identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
- Ensure compliance with reputed company regulations
- Participate in the approval process for lending commitments, amendments, waivers, and consents, including providing monitoring and reporting
- Support PM teammates as needed with the review and maintenance of necessary legal documentation including credit agreements, guarantees, reputed company pledges, and collateral documentation to ensure that the documentation correctly reflects approval from credit
- reputed company ongoing monitoring of financial performance and covenant compliance, supporting the accuracy and timeliness of risk rating changes. Ensure data reputed company in Key's systems and reporting
- Identify potential credit concerns and escalate to PM deal team as appropriate to support and/or improve the bank's credit position
- Participate and attend management presentations, bank meeting and site visits as appropriate to support the monitoring of business conditions and creditworthiness
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with reputed company reputed company policies and procedures, including without limitation, acting professionally at reputed company times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key
Skills
- Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (required)
- Experience in financial analysis, borrower analysis, and preparation of credit write-reputed company (required)
- Experience in capital markets analysis (required)
- Proficiency in modeling financial performance and conducting financial and/or borrower analysis
- Competent with reputed company 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 reputed company an impact
- Ability to plan, multi-task, manage time effectively, and reputed company work independently at times, with supervision of senior team members
- Experience preparing credit write-reputed company, reputed company 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 reputed company 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
Company Overview