Vice President, Portfolio Management – Commercial and Industrial Upper Middle Market

KeyBank

VP of Portfolio Management overseeing financial analysis and credit underwriting for corporate clients. Managing a portfolio while collaborating with business partners on complex transactions.

Posted 5/28/2026full-timeCleveland • Connecticut, New York, Ohio, Pennsylvania • 🇺🇸 United StatesLead💰 $96,000 - $181,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

financial analysisunderwritingcredit monitoringrisk ratingfinancial modelingdata analysistransaction structuringfinancial covenantssyndicated debt facilitiescredit agreements

Soft Skills

research gatheringdata synthesiscollaborationcommunicationproblem-solvinganalytical thinkingattention to detailorganizational skillstime managementleadership

Tools & Technologies

Microsoft Officetechnology applications

Industry Keywords

commercial underwritingbankingfinancial servicescredit riskportfolio managementcorporate clientsfinancial performancebusiness elementslegal elementsadministrative agent

About the role

Key responsibilities & impact

Perform financial analysis and prepare underwriting documents for corporate credit requests
Conduct ongoing credit monitoring and risk rating for a portfolio of corporate clients
Gather and analyze financial data for clients or prospects
Model future financial performance including evaluating scenarios
Structure transactions in collaboration with business partners
Prepare credit underwriting documents identifying risks and mitigants

Requirements

What you’ll need

Minimum 5 years of commercial underwriting, credit, banking, and/or financial services experience
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications
Demonstrated competence in financial analysis and modeling
Well-established ability to gather relevant research, analyze data, and synthesize information
Experience structuring financial covenants for syndicated debt facilities
Developing experience managing the left lead/administrative agent role in syndicated deals
Knowledge of business and legal elements of credit agreements

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work arrangements
Professional development
Paid time off
Incentive compensation