Vice President, Portfolio Management Greater Cleveland, OH Area

The Company is seeking a VP, Portfolio Management to join their team. The successful candidate will be an individual contributor with a primary focus on financial analysis and the preparation of underwriting documents to support corporate credit requests. This role is pivotal in growing funded assets and the client base while ensuring that asset quality is maintained within a moderate risk profile. Responsibilities include obtaining initial approval for new credit exposure, monitoring and risk rating a portfolio of corporate clients, and reviewing legal documentation. The VP, Portfolio Management is also expected to demonstrate leadership skills, work independently or as part of a deal team, and provide guidance to junior staff. A solutions-oriented, growth mindset that is supportive of business goals and a moderate risk appetite is essential. Candidates for this role at the company should have a Bachelor's degree in finance, accounting, economics, or business, with a Master's degree or MBA preferred. A minimum of 5 years' of commercial underwriting, credit, banking, or financial services experience is required, with a strong preference for those with a background in commercial and industrial underwriting. The role demands a high level of competence in financial analysis and modeling, as well as experience in structuring financial covenants for syndicated debt facilities. The ideal candidate will have a solid understanding of banking and investment products, effective communication skills, and the ability to manage time and work independently. Key skills include financial and credit acumen, sound judgment, effective transaction and risk management, and the ability to influence and lead.

Hiring Company

KeyBank