KeyBank Portfolio Analyst, KRECM or Sr Portfolio Analyst, KRECM in Cleveland, Ohio

Job Description:

Please note, this role will have the flexibility to be filled at a higher level position based on experience of the selected candidate.

About the Job

Responsiblities include information analysis, management reporting and financial modeling within KeyBank Real Estate Capital (KREC). This includes loan pricing analytics, securitization modeling, line of business forecasting, portfolio management, capital market trend analysis and management reporting.

Responsible for preparing various analysis in support of loan pricing, hedging, profit and loss forecasting, management reporting, and CMBS transaction execution. Additional responsibilities include support of hedge exection including interest rate swap and credit derivative trading execution as well as assisting in the development and improvement of financial modeling and analysis tools.

Monitor financial markets and interdepencies of capital market products pertaining to industry trends and risk management.

Essential Job Functions

Responsible for running existing models and analysis tools in support of loan pricing, loan hedging and securitization execution. This requires the use of Excel based functions, macros, VBA code, arrays, and charting.

Responsible for maintaining existing models as well as developing new financial analysis tools and models to meet current business needs.

Support interest rate swap and credit derivative trading including preparation of supporting analysis , preparation of hedging documentation and trade documentation. Additionally, provide backup for execution of rate and credit derivative trade execution.

Responsible for compiling, analyzing and monitoring various commercial real estate and capital markets industry data points such as credit spreads, real estate cap rates, treasury rates, and other financial market data points.

Use software applications such as Wall Street Analytics, Findur and Bloomberg to support data anlaysis, capital market trend analysis, loan valuation and derivative valuation.

Organize and analyze large data sets from internal systems as well as capital markets data providers to produce reports supporting real time decisions and presentations to senior leaders.

Assist line of business leaders with forecasting, portfolio management, and trend analysis. Monitor internal trends, peer reviews, and industry trends.

Build strong relationships with leaders in and outside the Real Estate Capital LOB. Work under limited supervision.

Work closely with LOB owners and other business partners (Credit, Finance, CPM) to ensure related analysis, modeling and data management activities are delivered in accordance with LOB objectives.

Required Qualifications - Portfolio Manager

Bachelor's degree in with a concentration in Finance, Mathematics, Accounting or related discipline, and/or equivalent experience

Experience in financial services, with background in financial modeling.

In depth / advanced knowledge of MS Excel.

Experience with quantitative and statistical techniques.

Ability to work with large complex models, understand assumption interactions and awareness of multiple valuation methods.

Fundamental understanding of capital markets instruments.

Must be able to work in a team and willing to assist others as needed to ensure that group deadlines are met and quality standards achieved.

General understanding of data/reporting concepts

Ability to translate complicated data/reporting concepts into understandable action steps for Line of Business

Proven ability to work with diverse team members, managers, and executives to manage tasks and projects through successful completion.

Strong organizational and time management skills with the ability to manage multiple projects, setting priorities to achieve long and short term goals.

Ability to develop and manage strong relationships with a variety of constituents across the bank.

Excellent verbal and written communication skills

Strong communication skills with the ability to deliver effective presentations and conduct effective meetings.

Preferred Qualifications

Knowledge of real estate products and industry knowledge. Understanding of real estate Key Risk Indicators and underwriting fundamentals (NOI, DSC, LTV, mezz structures)

Understanding of complex real estate transaction structures.

Previous experience with report writing, data extraction, and database structures

Familiarity with cash flow and stress test modeling techniques

Advanced MS Excel skills and in depth knowledge of Excel based functions, macros, VBA code, arrays, and charting.

CFA designation or CFA candidate is preferred

Required Qualifications - Sr Portfolio Manager

Bachelor's degree in with a concentration in Finance, Mathematics, Accounting or related discipline, and/or equivalent experience

At least 3-5 years of experience in financial services, with background in financial modeling.

In depth / advanced knowledge of MS Excel.

Experience with quantitative and statistical techniques.

Ability to work with large complex models, understand assumption interactions and awareness of multiple valuation methods.

Fundamental understanding of capital markets instruments.

Must be able to work in a team and willing to assist others as needed to ensure that group deadlines are met and quality standards achieved.

General understanding of data/reporting concepts

Ability to translate complicated data/reporting concepts into understandable action steps for Line of Business

Proven ability to work with diverse team members, managers, and executives to manage tasks and projects through successful completion.

Strong organizational and time management skills with the ability to manage multiple projects, setting priorities to achieve long and short term goals.

Ability to develop and manage strong relationships with a variety of constituents across the bank.

Excellent verbal and written communication skills

Strong communication skills with the ability to deliver effective presentations and conduct effective meetings.

ABOUT KEY:

Key traces its history back more than 160 years and is headquartered in Cleveland, Ohio. One of the nation's largest bank-based financial services companies, Key has assets of approximately $95.1 billion. Key (NYSE: KEY) provides deposit, lending, cash management and investment services to individuals, small and medium-sized business under the name KeyBank National Association. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name

ABOUT THE BUSINESS:

Key Corporate Bank is a full-service corporate and investment bank serving the needs of mid- to large- sized businesses and focusing principally on middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector, and real estate.

FLSA STATUS: Exempt

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.

Employee Type:

Full-Time

Location:

Cleveland, OH

Experience:

Not Specified

Date Posted:

8/9/2017