Associate Portfolio Management – Specialty Finance Lending

KeyBank

Associate in Portfolio Management conducting financial analysis and credit monitoring for multimillion-dollar corporate credit transactions. Supporting client needs while ensuring asset quality and compliance with key financial strategies.

Posted 6/4/2026full-timeSuperior • Colorado, Ohio • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (preferred)
3 or more years of commercial underwriting, credit, banking and/or financial services experience (required)
2 or more years’ of experience working with structured finance transactions (preferred)
Strong knowledge of financial analysis and accounting concepts
Strong knowledge of loan and lease documentation
Experience with a variety of collateral types including middle market loans, growth capital loans, transportation assets (aviation, rail, marine container), other esoteric assets

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Remote work options
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisaccounting conceptscommercial underwritingcredit analysisstructured finance transactionsloan documentationlease documentationportfolio risk assessmentcollateral evaluationproblem loan identification

Certifications

Bachelor's Degree