42 senior analyst jobs found

Location: 2390 East Camelback Road, Phoenix Arizona JOB BRIEF (PURPOSE) The Analyst will provide support to the Regional Manager and Multifamily Mortgage Bankers in reviewing and processing permanent loan requests. ESSENTIAL JOB FUNCTIONS This position works closely with Mortgage Bankers to provide loan origination and deal structuring support for Relationship Managers, correspondent lenders and mortgage bankers within a defined territory.  Develop detailed working knowledge of the underwriting parameters and requirements of all permanent lending products.  Model loan submissions in order to determine the viability of loan requests.  The function will include direct communication with borrowers, Relationship Managers and mortgage brokers.  Work with Multifamily Mortgage Bankers to determine loan sizing and pricing under all permanent lending programs. Draft loan applications.  Complete site inspections.   Prepare loan submissions to third party capital lending...

Location: 127 Public Square, Cleveland Ohio Job Brief This position will be responsible for helping to drive the financial performance and strategic market expansion of the Commercial Bank. Strong partnering skills and effective communication are integral competencies of this position as an individual in this role will be working closely with senior leadership in both the Line of Business and Finance.  This role will also require strong analytical skills, an enterprise mindset and robust knowledge of financial and profitability concepts.  Essential Job Functions  Financial and strategic partner working closely with the Regional Sales Executives in the Commercial Bank: Provides monthly/quarterly reporting analyzing financial results and performance to targets and progress to strategic initiatives Owns the short and long term forecasting process Develops or enhances existing driver based forecast models for the Commercial Bank loan portfolio and associated fees...

Location: 127 Public Square, Cleveland Ohio Location: 127 Public Square, Cleveland, Ohio Hybrid Requirement: selected candidate is expected to work on-site 4 days per week at the nearest KeyBank office (non-branch location). Job Summary As a member of the Commercial Bank Strategy Team, the Senior Analyst will work closely with the members of the team and Business Leaders across the Commercial Bank to evaluate and execute strategic business initiatives. They will develop a deep understanding of our markets, customer needs, product functionality, industry trends, and our competitive landscape to support business growth. Essential Functions Work alongside the members of the Strategy team to develop and support strategic initiatives – develop strategy in partnership with executives (define problem, structure a framework, build recommendations, and a successful path to execution). Coordinate and develop presentation materials and supporting documentation...

Location: 201 South Warren Street, Syracuse New York ABOUT THE JOB (JOB BRIEF) The purpose of this position is to support the Key Private Bank (KPB) Business Advisory Services Team (BAST) in delivering a suite of sophisticated planning solutions, including our advice on strategies and solutions for estate planning, business liquidity planning, tax reduction, asset protection, wealth transfer, investment management, baseline assessment and range of value reports. Specifically, the Senior Analyst will assist the BAST members in the creation and preparation of reports and presentations. As a member of the BASTeam, this position is responsible for supporting the FW team  in delivery of services to clients and prospects in pursuit of new Investment Management relationships for Key Private Bank’s most affluent clients and multigenerational families.  This position has direct responsibility to support the Directors and Senior Directors efforts to provide consultative...

Location: 200 Middle Street, Suite 301, Portland Maine Job Summary About the Job Responsible for the design, construction, and ongoing management of investment portfolios aligned with established investment objectives, policies, and fiduciary standards. The role emphasizes portfolio oversight, risk discipline, investment strategy implementation, and reporting rather than direct client advisory activities. Works closely with internal relationship managers, investment partners, and oversight teams to support portfolio solutions, reporting needs, and alignment with Wealth Segment strategies. This position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities and may supervise Portfolio Advisor Associates and/or mentor junior portfolio managers. Success in this role is driven by strong investment judgment, disciplined portfolio oversight, accurate reporting, and collaboration across internal teams. Responsibilities...

Location: 1000 South McCaslin Boulevard, Superior Colorado Job Summary The Analyst, Portfolio Management is an individual contributor responsible for supporting the Portfolio Management team in their financial analysis and preparation of underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. The Analyst also assists the team with ongoing credit monitoring and risk rating of corporate clients and gathering and supporting the review of legal documentation. This individual should demonstrate emerging leadership skills within credit underwriting and portfolio management; they may work independently on...

Location: 202 S Michigan Boulevard, South Bend Indiana Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including...

Location: 175 S 3rd Street, Columbus Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 130 W 2nd Street, Suite 1950, Dayton Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 127 Public Square, Cleveland Ohio The Compliance Control Room Analyst/Officer is responsible for assisting in the day-to-day operations of the KBCM Control Room, including maintaining the firm's information barrier program, managing restricted and watch lists, reviewing transactions for potential conflicts of interest, and ensuring compliance with all applicable federal securities laws, FINRA rules, and firm policies and procedures. This role serves as a critical liaison between the Investment Banking, Capital Markets, Research, and Sales & Trading departments and the Compliance function, helping to ensure the firm's business activities are conducted in compliance with regulatory requirements governing the handling and control of material non-public information (MNPI). The position reports to the Deputy Chief Compliance Officer of KBCM. Key Responsibilities Information Barrier & MNPI Management Administer and maintain the firm's Watch List and...

Location: 1301 Avenue of the Americas, New York New York Job Summary KeyBanc Capital Markets (KBCM) is a leading middle-market investment bank offering a full range of advisory and capital markets services. The Investment Banking Analyst is an integral member of deal teams, supporting the execution of mergers and acquisitions (M&A), capital raising, and strategic advisory transactions. Analysts are responsible for financial modeling, industry research, and the preparation of client materials. This role offers a dynamic and fast-paced environment with significant exposure to senior bankers, clients, and live transactions. Essential Functions Build and maintain detailed financial models to support valuation and transaction analysis. Conduct company and industry research to support business development and deal execution. Assist in the preparation of pitch books, confidential information memoranda, management presentations, and other client deliverables. Analyze...

Location: 1 N Wacker Drive, Chicago Illinois Job Title Business Unit Analyst – Financial Sponsors Group Location Chicago, IL Reporting Relationship Reports to a senior leader within the Financial Sponsors Group Works closely with Financial Sponsors coverage bankers, Capital Markets partners, Product and Industry groups, and senior firm leadership Role Summary We are seeking an experienced Business Unit Analyst to support the Financial Sponsors Group (FSG). This role plays a critical part in driving internal aspects of FSG strategy, reporting, analysis, and strategic insights for the Financial Sponsors business and will be highly visible to senior leadership. The Business Analyst will partner closely with senior managers across the firm and within the group on data management, internal data and reporting functions and data interpretation.  Overall role is to design procedures and practices to deliver accurate, insightful, and actionable analytics that...

Location: 30100 Chagrin Blvd, Pepper Pike Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 127 Public Square, Cleveland Ohio The Analyst will be a member of the FHA Healthcare Underwriting Team and will collaborate internally and externally to analyze and underwrite FHA Lean Applications. ESSENTIAL JOB FUNCTIONS The Analyst will provide high level qualitative and quantitative analysis of FHA Healthcare transactions.  The position will collaborate and support the LEAN Underwriters, closers, and originators for the FHA Healthcare group within CMG. The Analyst will prepare deliverables in Excel, Word and Power Point for various purposes, including financial analysis, narrative summaries, corporate reviews, and organizational charts.  The Financial Analyst will Actively contribute your unique talents, ideas and market intelligence in support of the team's strategy and complement the strengths of your teammates to achieve the team's financial goal. Pursue and develop internal and external relationships to facilitate effective real estate...

Location: 726 Exchange Street, Buffalo New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 219 South Main Street, Akron Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 127 Public Square, Cleveland Ohio The Analyst will be a member of the FHA Healthcare Underwriting Team and will collaborate internally and externally to analyze and underwrite FHA Lean Applications. ESSENTIAL JOB FUNCTIONS The Analyst will provide high level qualitative and quantitative analysis of FHA Healthcare transactions.  The position will collaborate and support the LEAN Underwriters, closers, and originators for the FHA Healthcare group within CMG. The Analyst will prepare deliverables in Excel, Word and Power Point for various purposes, including financial analysis, narrative summaries, corporate reviews, and organizational charts.  The Financial Analyst will Actively contribute your unique talents, ideas and market intelligence in support of the team's strategy and complement the strengths of your teammates to achieve the team's financial goal. Pursue and develop internal and external relationships to facilitate effective real estate...

Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including...

Location: 1301 5th Avenue, Seattle Washington Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based on the client's financial goals, and coordinating with the extended KPB relationship team to execute and advise on the client's needs. The Sr. RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Essential Functions Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust,...

Location: 1200 Abernathy Road NE, Atlanta Georgia Job Summary The Senior Banker serves as the Trusted Advisor for clients and prospects who are primarily active real estate owners, investors and developers. Senior Bankers provide comprehensive financial advice and solutions that enable the clients to meet their financial objectives and utilize the full breadth of Key's product platform which includes traditional bank products, investment banking and capital markets executions. Senior Bankers also drive the financial performance of the team through profitable revenue growth, active portfolio management and a strong risk management discipline by selectively targeting and developing new business relationships while actively deepening existing client relationships. Senior Banker also serves in a leadership role, mentoring junior team members, overseeing the successful execution of larger and complex transactions as the deal team leader, and embodying Key values. Essential...

Location: 127 Public Square, Cleveland Ohio Job Summary The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community.  Tailored solutions often call for multiple disciplines within the KeyBank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner.  This position is responsible for managing all aspects of the NAFS portfolio of tribal clients, including underwriting loans and other credit products for complex tribal governments and their business enterprises working with legal counsel to review and structure loan documentation, ongoing credit monitoring and analysis, and covenant compliance.  The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses, including gaming and casino businesses.  A strong understanding of fund accounting, GASB and GAAP financing...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Agriculture (AG) Group is a specialty lending group at KeyBank with expertise in providing financing to a broad spectrum of AG borrowers such as farms, ranches, dairies, a wide range of crop producing borrowers, as well as commercial borrowers which process and package crops and AG related products.  Portfolio Managers and Underwriters are responsible for underwriting and financial analysis, diligence, loan structuring, collaborate with the sales teams, and are responsible for portfolio monitoring of the AG book.  Size of relationship ranges from small farms to large, syndicated loan transactions. The VP, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support multimillion-dollar corporate credit requests that grow funded assets and Key's client base, while maintaining asset quality within a moderate risk profile. These...

Location: 127 Public Square, Cleveland Ohio JOB BRIEF (PURPOSE) Credit Portfolio Management (CPM) is Credit Risk’s centralized analytics area, partnering with key stakeholders throughout the Bank to strengthen Credit decision-making, portfolio risk management, and strategic planning. This role is responsible for leading quantitative analysis and portfolio research efforts, developing insights from internal and external data, and communicating actionable recommendations to senior leaders regarding emerging risks, portfolio performance, industry trends, and credit migration dynamics. ESSENTIAL JOB FUNCTIONS Lead quantitative analysis of portfolio performance, risk concentrations, emerging risks, and credit migration trends across Key's commercial credit portfolios. Develop insights and recommendations through analysis of internal and external data sources, including portfolio performance data, economic indicators, industry trends, and peer benchmarking. Lead...

Location: 4910 Tiedeman Road, Brooklyn Ohio Provides support for designated Asset Recovery Group Relationship Manager(s) and Support Staff.  Works within a Regional Team committed to overall excellence in effectively assessing and mitigating risk in all aspects of the client relationship, including loan and deposit accounts.  Work will focus on large, complex multi-million dollar relationships. ESSENTIAL JOB FUNCTIONS Prepares thorough underwriting, credit presentations, Asset Quality Reports, MAP reports and term sheets of restructures, identifying key weaknesses, appropriate risk rating and accrual status (using applicable risk rating tools like 2DRR), root cause analysis, mitigation plans and rationale, financial analysis, detailed collateral analysis (including enterprise valuations as necessary), applicable modeling and forecasting, key objectives and other underwriting issues.   Assists in ongoing monitoring of credits in their portfolio and assesses...