KeyBank

Executive Assistant

• Provide proactive Executive Assistance to the Key Private Bank Central Region Executive as well as Market Leaders and Regional Directors.
• Performs advanced and diversified assistance including high level support in managing a high volume of competing priorities in a fast-paced environment.
• Responsible for calendar management, communication and correspondence, client interactions, expense reports (preparing and approving), travel arrangements, and human resource needs including time and attendance with an understanding of alternate work locations.
• Responsible for meeting coordination, video conferencing and scheduling and organizing proper room setup as needed.
• Prepares agenda and materials for meetings.
• Coordinates all aspects of annual regional meeting and quarterly leadership offsites.
• Reviews and prioritizes incoming calls, requests, communications, and documents.
• Takes initiative to research, summarize, and resolve matters of reasonable to high complexity with limited direction.
• Communicate with & distribute material to other business lines & support groups ensuring all teams are keyed in on critical dates & deliverables.

Private Bank Executive Assistant

Risk

• Conduct analysis on data sets with manager and team support.
• Employ basic best practices for evaluating large data.
• Answer key business questions through exploration and discovery.
• Find patterns or anomalies by building out visualizations.
• Perform analysis of interest rate risk to identify areas of risk exposure.
• Effectively communicate results and insights to senior management.
• Monitor monthly risk exposure and analyze drivers of change in exposure.
• Provide accurate and insightful reporting of risk exposures.
• Utilize the Quantitative Risk Management (QRM) software for IRR analysis including evaluation of assumptions and various rate scenarios impact on IRR.
• Monitor market and interest rate developments and apply learnings to evaluate emerging risks and impacts on IRR.
• Provide guidance and act as a liaison between Corporate Treasury Oversight and selected partners including, but not limited to, corporate treasury, internal audit, finance, and other risk management partners.

Quant Analytics Associate – Interest Rate Risk Oversight

Financial Planning and Analysis

• Responsible for revenue generation through the origination, execution and closing of M&A transactions
• Establish Trusted Advisor relationship with important corporate and private equity clients to drive increased M&A advisory wallet share and a consistent revenue stream
• Build new relationships through thoughtful and targeted business development activities
• Identify prospects and pull in the appropriate team and resources to drive new client growth
• Provide technical and developmental support to junior and mid-level bankers on deal team
• Work with team members to promote other lines of business with referrals

Managing Director, Consumer Investment Banking

Security Engineer

• Report to the Director of Cybersecurity Risk Oversight
• Provide independent oversight and Risk Management subject matter expertise to 1st Line of Defense Business units
• Evaluate risk and control identification within key processes and perform gap assessments
• Collaborate with leaders to gain insights on operational performance, emerging risks and strategic initiatives
• Evaluate and monitor projects, strategic initiatives, and new technologies to ensure alignment with risk tolerance and business goals
• Review risks, controls and, conduct assessments to support effective oversight and compliance
• Oversee the technology portfolio, assessing projects and initiatives for alignment with risk appetite
• Support and enhance the overall risk oversight framework by developing and updating oversight practices
• Provide expert advice on risk management practices
• Analyze and assess risks associated with new products or services

Senior Cybersecurity Operational Risk Officer

Compliance

• Lead the design, implementation, and execution of the Compliance Risk Assessment Framework to ensure timely identification of compliance risks and effectiveness of controls.
• Develop and maintain risk assessment methodologies and framework used to evaluate potential compliance risk exposure across Key.
• Oversee the Compliance Risk Assessment Program through development, implementation, execution, and reporting of results.
• Collaborate with stakeholders to execute Compliance Risk Assessments and report on results.
• Coordinate root-cause analysis and remediation plans; help drive remediation owners to closure and verify effectiveness of corrective actions.
• Develop and maintain the annual monitoring plan, inclusive of quarterly reviews and committee reporting.
• Ensure monitoring activities are aligned with the organization’s Compliance Risk Assessments and regulatory obligations.
• Collaborate with stakeholders to execute monitoring plan and report on results.
• Lead continuous improvement initiatives to enhance monitoring coverage, automation, data analytics and efficiency.
• Leverage data analytics to enhance and streamline Compliance risk assessment and monitoring activities across Compliance Risk Management.
• Deliver regular reports and dashboards on compliance risk trends and monitoring results.
• Provide committee-level reporting and updates on the status and results of the Compliance Risk Assessment and Monitoring Programs.
• Serve as the point of contact for regulatory requests and audits, ensuring timely and accurate reporting and compliance.
• Provide training and guidance to lines of business, and Compliance teams on risk assessment methodologies, monitoring tools, and compliance obligations.

Compliance Director – Risk Assessment and Monitoring

• 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

Investment Banking Vice President, Power & Renewable Energy

Analyst

• Responsible for analysis and review of periodic property operating statement and annual borrower financial statements
• Review, create comparative spreadsheets for, and analyze periodic property operating statements
• Compare statements to budgets and review and explain variances
• Analyze and review periodic borrower financial statements
• Assist with periodic Trust communications including preparation and entering monthly special servicing watch list comments
• Assist with site inspection preparation
• Prepare financial and operating section of Monthly Asset Status Reports
• Coordinate ordering of third-party property reports
• Special Servicing System data input and maintenance

Real Estate Analyst – Special Servicing

Engineer

• Provide critical infrastructure support to internal and external banking applications
• Provide middleware support for IBM WebSphere Application Server (WAS), IBM HTTP Server (IHS), IBM Business Automation Workflow (BAW), and other various middleware components
• Contribute to the design, delivery, automation, and support of infrastructure services and solutions; partners cross-functionally to come up with solutions
• Builds, maintains, and documents infrastructure components for work assigned; performs peer reviews
• Participates in the overall health, performance, and availability and actively works resolution of system and client experience impacts for one or more environments, applications, or platforms
• Embraces mentorship and training from senior engineers; shares own perspective on KeyBank processes and/or applicable trends and previous experiences
• Tests continuous improvement ideas to reduce expenses and/or improve efficiency
• Follows and recommends IT standards (e.g. info security, audit, compliance, etc.)
• Assesses the technical viability of new and existing solutions and capabilities
• Contributes to technical documentation, specifications, and project artifacts to deliver: mature monitoring, improved resiliency, and high availability
• Manage infrastructure performance, predict, and proactively report bottlenecks
• Partner with IT areas to implement performance targets for business applications
• Contribute to continuous innovation initiatives to enhance client service, efficiency and reliability
• Support process improvement assignments and offer guidance on best practices and policies
• Work with third party vendors regarding problem resolution
• Provide 24/7 "on-call" technical support on a rotating basis

Web Systems Services Engineer

Account Manager

• Identify opportunities to retain, expand and acquire client relationships
• Gather information from the client and consult with appropriate team members to recommend banking, borrowing and investment solutions
• Engage and coordinate the extended advisory team based on client needs
• Act as a client advocate/representative on assembled team
• Develop a comprehensive understanding of clients’ needs, based on review and analysis of financial data
• Capture the client’s goals in a financial plan
• Develop and maintain knowledge of the KPB Sales Process, Client Experience and Service Standards
• Meet or exceed assigned individual sales goals

Key Private Bank Associate – Relationship Manager

Insurance

• Develop and execute the insurance strategy for KeyCorp and its subsidiaries.
• Design and procure insurance programs, manage relationships with stakeholders, oversee claims management, ensure compliance with risk management policies.
• Provide risk management expertise and guidance to ensure relevant risks are adequate covered by insurance and/or alternative risk management mechanisms.
• Supervise a small team and mentor personnel in Corporate Insurance.

Director of Corporate Insurance

Client Partner

• Collaborates with partners to expand and retain business clients who have treasury management and other enterprise payments needs
• Own maintenance of cash management services to fully meet the needs of existing clients including project completion and tracking (e.g. product/service updates and upgrades; new service level introduction/enhancements, compliance projects, etc.) as well as necessary review of any existing services utilized
• Prepare, deliver, and review agreements
• Adhere to all Risk policies and procedures including ECP Risk Testing initiatives
• Initiate and conduct necessary research that may need to be done in conjunction with on-going client needs
• Generate cross-sell leads to sales teams and participate in regular Client Management sales initiatives
• Partner with the Implementation Specialist Team on more complex client implementations
• For more complex client implementations, will work with Client Implementation Specialist to manage the request for new product set-up, ensuring timely processing of Client Service Orders (CSO’s), verifying products are properly set-up in accordance with published service level agreements, providing technical support and training to clients concerning product usage and functionality and ensuring client satisfaction
• Working with the Customer Account Maintenance (CAM) Group, and/or maintenance requests within established service level agreements.

Senior Client Manager, Middle Market

• Act as the primary day-to-day contact for execution support
• Perform financial statement analysis and model development
• Conduct valuation analysis and industry research
• Prepare presentations and documents including information memorandums and management presentations
• Coordinate the activities of all team members

Investment Banking Associate, Renewables

Project Manager

• Directs and coaches a staff of project management professionals to meet established goals and objectives for assigned projects.
• Provides oversight on the project lifecycle, ensures all checkpoint reviews are timely and effectively performed.
• Works closely with business partners to understand their business/project needs and allocates project managers accordingly.
• Manages, oversees and improves established project delivery performance by reviewing metrics, lessons learned, and other reviews.
• Responsible for effective Project Manager capacity plan, utilizing internal/ external project manager resources supporting an appropriate and relevant staffing model.

Senior Project Manager

• Identify, develop, and close end-user-based equipment finance/lease transactions
• Manage a territory of approximately $45MM
• Collect appropriate information relating to customers & transactions
• Structure and sell true lease transactions
• Operate both independently and as part of a team

Senior Equipment Finance Officer

• Daily merchant risk reviews and investigations
• Review and decision concurrence requests for new applications, funding holds and releases and follow-up
• Monitor daily suspended transactions
• Oversight reviews of client's merchant onboarding and risk monitoring results; initiating independent underwriting and risk investigations when necessary
• Contribute to oversight meetings with internal risk and compliance partners
• Clearly communicate with internal staff regarding pending merchant applications and requests for additional information
• Clearly communicate with clients and external partners regarding merchant investigations, requests for information, and risk decisions
• Assist with new client due diligence and approval