Full-Time

VP – Portfolio Management

Healthcare

Posted on 2/19/2025

KeyBank

KeyBank

1,001-5,000 employees

Offers banking, loans, and financial services

Fintech
Financial Services

Compensation Overview

$135k - $150kAnnually

+ Short-term Incentive Compensation + Deferred Incentive Compensation

Senior, Expert

Remote in USA

The role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Category
Corporate Finance
Risk Management
Finance & Banking
Required Skills
Financial analysis
Investment Banking
Financial Modeling

You match the following KeyBank's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Experience with / knowledge of secured and unsecured corporate cash flow lending
  • Demonstrated ability to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package
  • Demonstrated competence in financial analysis and financial modeling
  • Experience in structuring meaningful and appropriate financial covenants for syndicated debt facilities
  • Familiarity with corporate banking products such as Enterprise Commercial Payments (“ECP”), Foreign Exchange (“FX”), Derivatives, etc.
  • Solid understanding of fundamental Investment Banking concepts
  • Ability to plan, multi-task, manage time effectively, and work independently with limited direction
  • Ability to communicate professionally, competently, and persuasively in verbal and written formats
  • Minimum of five (5) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management
  • Undergraduate degree in Finance, Accounting, Economics, Business, or equivalent work experience
Responsibilities
  • Gather and analyze all relevant financial data for a Healthcare client or prospect, including spreading financial statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc.
  • Model future financial performance of clients and prospects, including downside scenarios
  • Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues
  • Perform enhanced Leveraged Cash Flow due diligence, when appropriate
  • Assist Syndications/Relationship Managers in structuring transactions, as applicable
  • Work closely with assigned Acuity Knowledge Partners analyst, who provides outsourced analytical support
  • Manage the approval process for lending commitments, amendments, waivers, and consents, including making recommendations to Credit Executives
  • Ensure compliance with all Know Your Customer (“KYC”) regulations
  • Review all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation to ensure that the documentation correctly reflects approval. Work closely with outside counsel, as applicable
  • Properly maintain documentation and necessary business records
  • Monitor the ongoing financial performance of portfolio companies and track covenant compliance
  • Conduct periodic plant or site visits to monitor business conditions and attend client/bank meetings when appropriate; establish rapport with clients’ C-suite
  • Proactively identify potential problem credits and work to improve the Bank's position in undesirable situations
  • Assist product partners in cross selling additional bank products
  • Provide guidance and feedback to Analysts and Associates
Desired Qualifications
  • Minimum of seven (7) years of experience in corporate credit Portfolio Management/Credit Risk/Relationship Management with exposure to underwriting and managing credits in the Healthcare industry
  • Experience underwriting and managing clients in the Not For Profit Hospital sector
  • MBA

KeyBank provides a variety of financial services, including personal and business banking, credit cards, mortgages, and loans. Its products are designed to meet the needs of individual consumers, small businesses, and commercial clients throughout the United States. KeyBank generates revenue primarily through interest from loans, fees for banking services, and commissions on financial products. A key aspect of KeyBank's approach is its focus on financial wellness, offering clients tools and resources to help them manage their finances effectively. The goal of KeyBank is to support clients in achieving their financial objectives, whether that involves purchasing a home, consolidating debt, or planning for their financial future.

Company Size

1,001-5,000

Company Stage

IPO

Total Funding

$30M

Headquarters

Massachusetts

Founded

1824

Simplify Jobs

Simplify's Take

What believers are saying

  • AI integration could boost KeyBank's operational efficiency and customer experience.
  • Scotiabank's investment may lead to expanded market reach and resource sharing.
  • Increased credit facilities support business growth through flexible financial solutions.

What critics are saying

  • AI investments may not yield expected returns, posing financial risks to KeyBank.
  • Scotiabank's investment could lead to strategic shifts misaligned with KeyBank's operations.
  • Higher credit facilities expose KeyBank to increased credit risk if clients default.

What makes KeyBank unique

  • KeyBank's investment in AI-based Zentist enhances its technological edge in financial services.
  • Strategic partnership with Scotiabank strengthens KeyBank's international market reach and resource sharing.
  • KeyBank's focus on financial wellness tools sets it apart in client financial management.

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Benefits

Medical, dental, & vision

Wellness Programs

Fitness Reimbursement

Alternative Work Schedules

PTO

Parental Leave

401(k) Savings Plan

Discounted Stock Purchase Plan

Tuition Reimbursement

Company News

Newswire
Dec 27th, 2024
Scotiabank Completes Additional Investment in KeyCorp

/CNW/ - Scotiabank announced today that following regulatory approval from the Board of Governors of the Federal Reserve System, it has completed its...

Business Wire
Sep 25th, 2024
UJET Raises a Total of $76 Million in Series D Funding to Accelerate Generative AI Innovation for Contact Centers

UJET, Inc., a leading provider of AI-powered cloud contact center solutions, today announced it has closed its latest round of funding led by Sapphire

PYMNTS
Sep 11th, 2024
KeyBank Invests In AI-Based Zentist Software For Dental Support Organizations | PYMNTS.com

Cleveland-based KeyCorp, the parent company of KeyBank, has announced a strategic relationship and minority investment with Zentist, a provider of

Business Wire
Sep 3rd, 2024
Zeta Announces Successful Completion of Debt Refinancing

Zeta Global (NYSE: ZETA), the AI-Powered Marketing Cloud, today announced that it has successfully closed a $550 million loan facility to refinance it

PR Newswire
Aug 30th, 2024
KeyCorp and Scotiabank Complete Initial Tranche of Strategic Minority Investment

/PRNewswire/ -- KeyCorp (NYSE: KEY) today announced that The Bank of Nova Scotia ("Scotiabank") has completed the initial purchase of KeyCorp's common stock...