KeyBank

Financial Crime

• Provide advanced analysis and reporting, leveraging critical thinking and business acumen to source and translate data into business insights to solve business problems.
• Collaborate with business partners to understand and provide analytical needs.
• Support regulatory exams and audits by delivering required reports, documentation, and data extracts in a timely and accurate manner.
• Identify opportunities to automate manual reporting processes and implement scalable, repeatable solutions.
• Manage personal data pipelines within analytical workspaces.
• Promote data and business literacy across the team and broader organization through mentoring, documentation, and knowledge sharing.

Senior Analyst, Financial Crimes Reporting & Intelligence

Analyst

• Support the Director of Liquidity and Liquidity team in Corporate Treasury to execute liquidity stress testing, risk identification, liquidity metrics monitoring, and reporting activities
• Conduct analysis for monthly internal liquidity stress testing (ILST) and perform independent control checks to ensure the accuracy of results
• Develop and maintain analytical framework and periodic updates to the key ILST assumptions
• Drive stress testing enhancements and prepare materials for the ILST Change Management governance framework
• Prepare liquidity dashboard and other metrics for governance committees and stakeholders
• Assist with the quarterly risk identification process with the line of business partners
• Coordinate with business partners to gather data for ILST and identify optimal tools to source data and perform ILST calculations
• Collaborate with Corporate Treasury and FP&A teams to analyze and report on forecasted liquidity position and metrics
• Collaborate with Corporate Treasury Oversight (CTO, second line of defense) and Internal Audit (third line of defense) to maintain proper oversight and governance of liquidity-related risks
• Maintain solid documentation and effective control environment to ensure compliance with internal policies and procedures and regulatory standards
• Assist with regulatory exams related to liquidity

Lead Treasury Analyst – Liquidity

• Strategically manage fixed income and derivatives portfolios
• Build knowledge in asset/liability management philosophies
• Communicate market conditions and strategic insights to senior management
• Collaborate across teams to develop and implement portfolio strategies
• Conduct in-depth research and modeling of financial market strategies
• Monitor portfolio positions and assess their impact on risk and accounting
• 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 all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Lead Treasury Analyst, Funding

Project Manager

• Leads one or more cross functional IT project teams or workstreams on a program and ensure effective communication and collaboration among team members.
• Orients members of the project team on the Standard Project Lifecycle Framework.
• Supports business case development; performs project registration/consolidation/prioritization as required; creates funding plan; and administers project pipeline checkpoints to drive delivery and mitigate/resolve bottlenecks.
• Develops and implement project plans specific to IT projects, including software development, infrastructure upgrades, and system implementations.
• Coordinates and oversees all aspects of IT project execution, including requirements gathering, solution design, development, testing, deployment, and maintenance.
• Monitor project progress and identify and address any technical issues or risks that may impact project delivery.
• Manage IT project budgets, resource, and timelines to ensure successful completion within scope and budget.
• Ensure adherence to IT project management methodologies, such as Agile or Waterfall, to effectively manage and deliver projects.
• Provide technical leadership and guidance to IT project team members, including mentoring and coaching, manages deliverable reviews and signoffs; manages documentation and the knowledge transfer to the “business as usual” functions; conducts “lesson-learned” review.
• Coordinate with all stakeholders, including business users, IT support teams, vendors and senior management, to ensure alignment on project goals and objectives.
• Stay current on emerging technologies and best practices in IT project management to drive innovation and improve project delivery processes.

Senior Project Manager

Financial Planning and Analysis

• Perform credit and risk monitoring of highly structured Specialty Finance transactions.
• Review loan and lease documentation to evaluate deal structure and ensure covenant compliance.
• Analyze and assess customer and transaction exposures and concentrations within the KBSFL portfolio and individual deals.
• Prepare minor amendments and waivers, as needed.
• Recommend credit strategies to mitigate portfolio risks.
• Perform periodic reviews of existing portfolio deals, encompassing an assessment of equipment/collateral and an evaluation of transactional, operational and credit risk.
• Identify problem loans and leases and support workout efforts as needed.

Associate Portfolio Management – Specialty Finance Lending

• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships
• Compiles required due diligence information for existing and new client opportunities.
• Develops and maintains covenant and relevant compliance reporting processes.
• Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
• Maintains an active dialogue with the client's financial team regarding present financial conditions and forecast trends.
• Evaluates covenant compliance for each client and requests for waivers and amendments.
• Participates in communication with outside legal counsel (bank and client) on documentation development for credit and deposit products.
• Underwrites new credit requests for existing and prospective clients.

Senior Vice President, Portfolio Management – Native American Financial Services Portfolio, Gaming

• Collaborate in office with investment bankers and product partners on M&A, corporate finance, and capital raising transactions through hands on engagement and real time strategy sessions
• Support the execution of M&A, equity, and debt capital markets transactions across multiple industry verticals
• Build and maintain complex financial models, including discounted cash flow, comparable company, and precedent transaction analyses
• Prepare client presentations, pitch books, confidential information memoranda, and other transaction-related materials
• Conduct industry and company-specific research to support business development and transaction execution
• Participate in due diligence, client meetings, negotiations, and transaction closings
• Contribute to the development and training of Analysts and interns
• Uphold firm policies and regulatory standards, including confidentiality and ethical conduct

Investment Banking Associate, Power, Utilities & Renewable Energy

Business Analyst

• This position is responsible for executing against the strategic projects for enhancing the capabilities of the Salesforce/Service Cloud platform.
• Works closely with line of business and technology colleagues to elicit, capture, and translate business requirements into technical requirements.
• Responsible for scheduling and leading requirement gathering sessions with cross functional partners including external vendors.
• Acts subject matter expert on development projects to ensure project/system design and implementation meets business needs.
• Write acceptance criteria and test scripts to ensure new functionality works as designed throughout development process.
• Manage testing coordination, execution and sign-off with various teams and end-users.
• Assist with change management activities and documentation.

Salesforce Service Cloud Business Analyst

• Responsible for revenue generation through the origination, execution, and closing of M&A and capital markets transactions.
• Serve as a trusted advisor to corporate and private equity clients, delivering strategic insights and tailored financial solutions.
• Lead transaction execution across a variety of deal types including sell-side and buy-side M&A, capital raises, corporate divestitures, and fairness opinions.
• Drive business development by identifying new client opportunities, preparing pitch materials, and collaborating with senior bankers to grow the firm’s client base.
• Provide technical guidance and developmental support to junior and mid-level bankers; oversee their work product and ensure professional growth.
• Promote cross-functional collaboration by identifying opportunities to refer clients to other lines of business.

Vice President – Investment Banking, Insurance

Operations

• Provide advanced operational support within KBCM Settlement Services
• Ensure the accurate and timely processing of securities settlements across institutional equity and fixed income products
• Serve as a subject matter expert on settlement processes, exception management, and reconciliation activities
• Partner closely with Trading, Sales, Custodians, and external counterparties
• Support the day‑to‑day settlement of equity and fixed income trades
• Monitor settlement activity, including trade matching, allocations, and confirmation of settlement instructions
• Investigate and resolve settlement breaks, fails, and discrepancies
• Independently analyze complex settlement issues, identify root causes, and implement corrective actions
• Maintain a strong understanding of regulatory requirements and internal policies impacting settlement operations
• Identify process inefficiencies and recommend workflow, system, or control improvements
• Assist with training and onboarding of new employees

Lead Operations Analyst, Brokerage & Capital Markets

• The Operations Analyst provides project support, business analysis, data governance, and subject matter expertise for loan support for default servicing and workflow applications.
• Responsible for troubleshooting issues, intake of system enhancement requests, and works with technology and other stakeholders for any enhancements, requirements, or code changes.
• Actively participates in problem and enhancement review meetings with business partners.
• Provides subject matter expertise for small to medium scale projects, including but not limited to analyzing and defining scope and business requirements, identifying and resolving project issues, testing, implementing and supporting installations.
• Acts as advisor to Operations Functional Areas and Lines of Business relative to new products and initiatives.

Operations Analyst, Loan Support – KeyView Deluxe Application

Security Engineer

• Develops and implements security standards, procedures, and guidelines for multiple platforms and diverse system environments
• Facilitates system access, operations, and maintenance at KeyBank
• Identifies and analyzes security risks, communicates risks to appropriate parties and ensures mitigation to enable risk-based business decision making
• Understands security and technology strategies, related security controls and processes, and general business/financial knowledge
• Strong security, networking, risk management, and technical skills

Information Security Consultant

Account Manager

• Serve as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client 'expert' and the primary contact for most client-related matters.
• Drive a focused growth strategy and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry.
• Manage strategic issues including capital raising, regulatory compliance, ownership transition planning, M&A, revenue cycle management, etc.
• Educate the client on Key's expertise and capabilities in core product areas, including cash management, derivatives, equipment finance, and more.
• Maintain active prospecting efforts, including identification, qualification and calling, as well as develop an active Center of Influence (COI) referral network.
• Identify cross-sell opportunities and collaborate with other Community Bankers and Product Specialists to structure, coordinate and sponsor credit and non-credit products/services.
• Continuously improve functional/technical sales and credit expertise and transfer this knowledge to team members, partnering effectively with Credit Officers, as the first level sponsor for credit decisions.
• Assemble and lead cross-functional teams to quickly respond to customer requests when not able to address requests personally.
• Lead credit processes and ensure asset quality, including underwriting, structuring, and portfolio management; prepare Asset Quality Reports and Risk Rating models for accurate risk assessment.
• Mentor junior Relationship Managers and contribute to the development of team capabilities and performance.
• Lead strategic client reviews and proactively deliver insights and recommendations aligned with client goals.
• Contribute to strategic planning and initiatives of the commercial team.
• Maximize profitability of assigned portfolio by effectively selling the value Key provides.

Senior Relationship Manager

Support Engineer

• Lead end-to-end onboarding, configuration, and activation of merchant accounts across third-party and reseller gateway platforms (e.g., Auth.net, CardConnect, CyberSource, FreedomPay).
• Deliver comprehensive client training for gateway solutions, including transaction processing, reporting tools, fraud controls, and system navigation.
• Provide onboarding, setup, and training support for Clover solutions and Commerce Control Center, ensuring clients are fully enabled at go-live.
• Guide clients through PCI compliance requirements, including education on security standards, validation processes, and ongoing compliance best practices.
• Assist clients in implementing fraud mitigation tools and gateway security settings (e.g., velocity controls, filters, risk protocols) to reduce exposure and losses.
• Create and maintain detailed client playbooks to support onboarding, training, and ongoing servicing needs.
• Deliver structured feedback to Sales and Product teams to enhance client onboarding experience, training content, and overall value proposition.
• Act as a subject matter expert and escalation point for complex gateway-related servicing issues, including processing errors, pricing inquiries, downgrades, and product optimization opportunities.
• Create, manage, and update servicing tickets; maintain accurate client demographic and account data across Fiserv and KeyBank systems.
• Develop and deliver reporting to measure onboarding effectiveness, client adoption, and value realization.
• Identify process gaps and inefficiencies; recommend and implement solutions to improve onboarding efficiency and client experience.
• Partner cross-functionally with Sales, Product, Risk/Compliance, and Operations to support successful client outcomes and continuous improvement.

Senior Client Service Specialist – Installation & Technical Support

Underwriter

• Provide high level qualitative and quantitative analysis of FHA Healthcare transactions
• Collaborate and support LEAN Underwriters, closers, and originators for FHA Healthcare group
• Prepare deliverables in Excel, Word, and Power Point
• Pursue and develop internal and external relationships for effective real estate transactions
• Follow established processes for underwriting real estate transactions
• Work with underwriters to analyze deals under HUD rules
• Collect and organize exhibits for HUD/FHA review
• Complete HUD forms for pre-application and application submissions
• Identify and assess transaction risks
• Maintain productive relationships with all partners
• Complete all compliance requirements related to transactions