SVP, Portfolio Management (Financial Services and Insurance)
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About The Position
The Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. This role will be primarily focused on managing a portfolio of Financial Services clients (including Insurance companies) but may also include some Diversified Commercial & Industrial ('C&I') clients. These requests include obtaining initial approval for new, often multi-faceted, credit exposure (e.g., revolving credit facilities, terms loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of highly complex deals and 'Left Lead'/Administrative Agent roles) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. The Senior Vice President, Portfolio Management is often one of the most senior deal team members on a transaction and will lead some the group's most challenging and complex underwritings and lead left opportunities. In many cases, they will work independently handling all PM duties 'hands on keyboard' with little or no support from junior staff but will provide feedback and guidance to junior staff as appropriate.
