Vice President, Portfolio Management – Financial Institutions, Insurance

KeyBank

Senior Vice President of Portfolio Management in financial institutions sector managing corporate credit requests. Leading complex underwriting processes and maintaining asset quality while managing high-value client portfolios.

Posted 7/15/2026full-timeCleveland • Illinois, New York, North Carolina, Ohio, Texas • 🇺🇸 United StatesSenior💰 $128,000 - $268,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in commercial underwriting, credit analysis, and financial modeling, with a strong ability to assess corporate creditworthiness and structure financial covenants. Proven leadership in managing complex syndicated deals and fostering client relationships while ensuring compliance with relevant regulations.

Highest-signal resume keywords

Commercial Underwriting ExperienceFinancial Analysis and ModelingSyndicated Debt StructuringClient Relationship ManagementRegulatory Compliance (KYC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCredit UnderwritingData AnalysisCovenant StructuringDue DiligenceRisk AssessmentDeal ExecutionNegotiationRegulatory ComplianceFinancial Performance Monitoring

Soft Skills

Presentation SkillsCommunication SkillsInfluencing SkillsTime ManagementLeadership

Tools & Technologies

Microsoft OfficeFinancial Software Applications

Industry Keywords

BankingFinancial ServicesInvestment BankingCredit AgreementsSyndicated Deals

About the role

Key responsibilities & impact

Gather and analyze all relevant financial and industry data for high value clients or prospects
Model future financial performance of clients and prospects, including downside scenarios
Serve as a thought leader on the deal team, guiding Business Partners/Bankers/Relationship Managers in structuring transactions
Perform enhanced leveraged cash flow due diligence, when appropriate
Prepare a thorough credit underwriting document, drawing on experience and deep industry expertise to proactively identify credit risks and mitigants
Ensure compliance with all relevant regulations including Know Your Customer (KYC)
Lead the approval process for lending commitments, amendments, waivers, and consents
Monitor accounts/ongoing financial performance of portfolio to track covenant compliance
Establish and maintain strong client relationships and industry expertise
Conduct presentations and site visits as appropriate to monitor business conditions and/or identify new opportunities
Provide guidance and feedback to Analysts, Associates, and Vice Presidents as appropriate

Requirements

What you’ll need

Minimum of 7 years commercial underwriting, credit, banking and/or financial services experience (required for SVP PM role)
Minimum of 5 years of commercial underwriting, credit, banking, and/or financial services experience (required for VP PM role)
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications (required)
Strong competence in financial analysis and modeling (required)
Strong ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required for SVP PM role)
Well established ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required for VP PM role)
Proficient in structuring meaningful and appropriate financial covenants for syndicated debt facilities (required for SVP PM role)
Experience structuring meaningful and appropriate financial covenants for syndicated debt facilities (required for VP PM role)
Experience managing the left lead /administrative agent role in complex syndicated deals (required for SVP PM role)
Developing experience managing the left lead /administrative agent role in syndicated deals (required for VP PM role)
Demonstrated ability to drive client discussions during negotiations and act as point person for running deal execution from start to finish (required for SVP PM role)
Ability to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required for VP PM role)
Extensive knowledge of business and legal elements of credit agreements, and the ability to manage counsel and lead through document negotiations on agented transactions (required for SVP PM role)
Knowledge of business and legal elements of credit agreements, and the ability to work with counsel and collaborate through document negotiations on agented transactions (required for VP PM role)
Sophisticated understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required for SVP PM role)
Solid understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required for VP PM role)
Strong and well-polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required for SVP PM role)
Effective and polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required for VP PM role)
Ability to plan, multi-task, manage time effectively, and lead work and deal teams independently (required for SVP PM role)
Ability to plan, multi-task, manage time effectively, and lead work independently with limited direction (required for VP PM role)

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Incentive compensation eligibility