43 asset management jobs found

Location: 127 Public Square, Cleveland Ohio ABOUT THE BUSINESS: Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development projects in urban and rural communities across all 50 states via direct and indirect debt and equity investments. Affordable housing owner-operators and developers looking to build, acquire and preserve affordable housing come to us because we know how to move complicated deals over the finish line. Our clients leverage Key’s broad, fully integrated platform. In addition, we can help assemble innovative and complex financing in conjunction with multiple for-profit, nonprofit and government entities. Helping communities thrive is more than our business, it’s our mission. ABOUT THE JOB: Community Development Lending and Investments (CDLI) is seeking a self-starting manager to play a critical role in achieving KeyBank’s goal of supporting affordable housing...

Location: 4910 Tiedeman Road, Brooklyn Ohio The Sr. IAM HPAM Analystis responsible for ensuring that Identity & Access Management (IAM) practices align with organizational IT and Security standards. This role focuses on maintaining compliance, managing privileged access, and supporting evidence-based audits across a variety of technology platforms.  This person will drive integration with existing systems, process enhancements and improvements through automation and data capture to minimize manual intervention and increase oversight to the IAM Governance programs, enhancing the audit posture and process. Key Responsibilities IAM & Access Control Oversight: Collect, validate, and organize configuration and access control data across a wide variety of systems and technology platform types. Draft detailed privileged access criteria for technology platforms. Analyze and identify persistent privileged access violations, including non-compliant “Break the Glass”...

Location: For Those Who Work At Home, Ohio Job Summary This position involves prospecting, identifying, developing, structuring, and closing project finance/leasing and energy equipment transactions with assigned accounts and a geographical territory. The Key Equipment Finance (KEF) Clean Energy Vertical focuses on providing financing for renewable generation opportunities sourced through developer partners. The renewable generation markets in scope include renewable energy assets including photovoltaic (PV) solar, fuel cells, renewable natural gas, energy storage, EV and EV charging infrastructure, combined heat and power ("CHP"), as well as energy efficiency and energy conservation and carbon reduction/recapture measures. Projects typically include some form of Power Purchase Agreement ("PPA") which is then monetized to provide the funds (inclusive of Investment Tax Credits, state incentives/grants, and other tax benefits) necessary to construct the associated project....

Location: 127 Public Square, Cleveland Ohio Job Profile Summary Responsible for governing a team of underwriters as well as performing underwriting functions (player-coach).  As a player, supports the Business Development Officer (BDO) in conducting and producing an analysis of the prospect’s business, creates an approval package which includes financial modeling and structuring alternatives with recommendations to KBBC management team and ultimately to be used in seeking credit approval.  As a senior underwriter, strives to develop a “trusted advisor” relationship based upon knowledgeable advice and insights that is aligned with the Client’s’ or Prospect’s’ business or industry.   As a coach, oversees the prescreen and underwriting process as well as skill set development of each team player, assists as needed throughout the process and reviews all final packages.  As part of the first line of defense, underwriters are expected to consistently demonstrate a...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Commercial Credit Underwriter (1mm- 10mm commitments) is an individual contributor experienced in, and responsible for gathering, analyzing, and interpreting various types of credit information on existing and prospective customers to determine credit worthiness. While under supervision of Underwriting Team Leaders, the Commercial Credit Underwriter assists in structuring new requests for extensions of credit, as well as completing extensions, renewals and making recommendations for deteriorating credits while independently managing their workflow and communication with field partners. Commercial Credit Underwriter are responsible for assessing the degree of risk within a given business and recommending client credit solutions to maintain the bank's asset quality while ensuring compliance with credit policy and guidelines. Commercial Credit Underwriters are required to make loan decisions within an assigned lending...

Location: 4900 Tiedeman Road, Brooklyn Ohio JOB DESCRIPTION SUMMARY: Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS: Manages investment accounts of a large and complex nature with discretionary latitude for advising, planning and executing...

Location: 127 Public Square, Cleveland Ohio Job Description ABOUT THE JOB (JOB BRIEF):  Manages and constructs investment portfolios in accordance with client investment goals and objectives. Advises clients on appropriate strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to provide effective strategies, solutions and optimal levels of service that exceeds client expectations. Position is expected to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio Advisor Associates and/or mentor less experienced Portfolio Managers. This position collaborates and performs as part of the relationship management team to assure that the Wealth Segment goals are met by executing the client strategy. ESSENTIAL JOB FUNCTIONS:  Manages investment accounts of a large and complex nature with...

Location: 127 Public Square, Cleveland Ohio *** Vice President, Portfolio Management (Commercial) team is growing! *** Position will be hybrid 3+ if selected individual is within 30 miles of a Key Office (non-branch); Otherwise, position may be remote. Job Summary 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 requests include obtaining initial approval for new, occasionally complex, credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivatives products, and other ancillary products) and amendments to existing exposure. Additionally, the VP, Portfolio Management is responsible for ongoing credit monitoring and risk rating for a portfolio of corporate clients...

Location: 4137 Boardman Canfield Road, Canfield 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 Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice that is aligned with the clients' financial goals. The ARM works to identify growth opportunities in an existing book of high-net-worth clients or through dedicated internal referral channels to achieve individual sales goals while partnering with experienced Relationship Managers throughout the sales process. Essential Functions Identifies 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. Engages and coordinates the extended advisory team based...

Location: 175 S 3rd Street, Columbus Ohio THIS POSIITON CAN BE FILLED AS RELATIONSHIP MANAGER OR SR. RELATIONSHIP MANAGER BASED ON SELECTED INIDIVIDUALS SKILLS/EXPERIENCE. Job Summary Serves as the Relationship Manager and Financial Advisor to clients, introducing a full range of core banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role is focused on acquiring new relationships as well as managing and growing existing relationships. Our bankers are expected to demonstrate strong risk management acumen including credit, operational and compliance risks to act as first line of defense in adhering to KeyBank's profitability standards and moderate risk profile. Responsibilities Serves as the Trusted Financial Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client related matters Drives a focused...

Location: 175 S 3rd Street, Columbus Ohio Job Summary The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and...

Location: 300 Madison Avenue, Toledo Ohio Job Summary The KPB Sr Portfolio Strategist advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with the relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal goals. This position collaborates and performs as part of the relationship management team to ensure that organizational goals are met by providing effective advice, strategies, solutions, and optimal levels of service that exceed client expectations. Meets or exceeds individual revenue growth goals by sourcing new opportunities, expanding existing client relationships, and contributing significantly to attaining team growth goals. Essential Functions Responsible for overall portfolio construction and investment strategy needs of clients. Reviews, monitors, and modifies investment...

Location: 4900 Tiedeman Road, Brooklyn Ohio ABOUT THE JOB (JOB BRIEF) The Senior Research Analyst has an integral role in supporting the efforts of senior Equity team members, as well as advising client portfolio managers and traders. This includes the entire range of research skills such as screening new ideas, modeling potential outcomes, and challenging team members in a professional manner. Responsibilities will include the financial analysis of equities; conducting investment research including reading and reviewing sell-side research reports and company filings, as well as interacting with both sell-side analysts and corporate management; creating models/spreadsheets and assisting in preparing valuation and screening reports; participating in the preparation of market commentaries; maintaining a number of proprietary lists of securities; supporting requests for information from client portfolio managers; and other projects/responsibilities as determined by the senior...

Location: 300 Madison Avenue, Toledo Ohio Job Summary The Relationship Manager, Commercial serves as a primary point of contact and trusted advisor for commercial clients. The Relationship Manager is accountable for handling all aspects of business development in the targeted geographic area. This role collaborates with other bankers and product partners on the development and delivery of solutions to meet client needs and is accountable for directing the implementation of the proposed plans. Relationship Managers drive financial performance through profitable cash management/deposit growth and quality credit. Essential Functions Serve as the Trusted Advisor and Business Partner to clients, and functions as the Commercial Banking client "expert" and the primary contact for most client-related matters. Drive a focused growth and business development efforts by creating and maintaining a clear and holistic understanding of the client's or prospect's business/industry....

Location: 4910 Tiedeman Road, Brooklyn Ohio As a member of the Cyber Defense team within Corporate Information Security, the Senior Exposure Management Engineer is responsible for leading the continuous identification, inventory, monitoring, and reduction of KeyBank’s digital and physical attack surface. This role drives the ASM strategy across cloud, and on-premises environments, combining external threat visibility with internal exposure reduction. The engineer oversees asset discovery, vulnerability management, and exposure monitoring, ensuring exploitable weaknesses are rapidly identified, prioritized, and remediated based on threat intelligence and business impact. The role involves close collaboration with cross-functional teams to align ASM initiatives with organizational risk priorities and regulatory requirements. Key Responsibilities Attack Surface Reduction: Continuously discover all digital assets, including domains, IPs, cloud buckets, APIs, endpoints,...

Location: 4910 Tiedeman Road, Brooklyn Ohio Location: Hybrid - 2+ days in office, 4910 Tiedeman Rd, Brooklyn, OH. Job Summary We are seeking an IT Senior Business Analyst to join the Enterprise Mart Delivery squad within Enterprise Data and Information Services (EDIS). This is a high‑impact opportunity to be part of a team dedicated to building and delivering robust enterprise data pipelines that power reporting, analytics, and data‑driven business insights critical to organizational decision‑making. In this highly visible role, the IT Senior Business Analyst influences a cross-functional team in optimization of application capabilities & business processes. Provides Business Analysis and Project/Product support for the development, enhancement, quality assessment, and on-going support of the relevant lines of business (LOBs). Essential Functions Partners with stakeholders to elicit and document requirements, develop supporting artifacts, and...

Location: 127 Public Square, Cleveland Ohio Responsible for all workout and recovery efforts for a portfolio of commercial clients.  The Loan Workout Relationship Manager III will handle a variety of accounts with moderate complexity on a routine basis. Individual is fully experienced and qualified workout professionals able to work autonomously on assigned accounts.  ESSENTIAL JOB FUNCTIONS Manage a loan portfolio of commercial accounts with moderate complexity and potential for adversarial litigation.  Portfolio will consist of relationships with aggregate balances generally less than $25mm. Review and analyze loan documentation, financial statements and other similar loan and borrower information to assess risk, quantify repayment capacity, consider the adequacy of repayment sources and/or estimate recovery potential. Develop, recommend and implement workout/liquidation strategies for problem loans including past due, underperforming, non-performing, and...

Location: 127 Public Square, Cleveland Ohio Job Summary The Portfolio Manager provides relationship management support for assigned portfolio of clients who are clients and prospects who are primarily active commercial real estate owners, investors and developers. Portfolio Managers work in strong partnership with Relationship Managers to 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. Portfolio Managers help drive the financial performance of the team's revenue and risk management goals through portfolio management activities including credit monitoring, file maintenance, on-going covenant compliance verification, business development and lending/sales support, and operational support.  Essential Functions Proactively manages the portfolio to both maximize profitability and ensure strong asset quality through consistent and timely identification and...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Enterprise Data Quality team at KeyBank is seeking a highly motivated and detail-oriented Data Quality Senior Analyst to lead the daily operations within the data quality rule writing Coverage team.  The Coverage team ensures data assets at Key are supported by the appropriate data quality rules, through direct rule definition & implementation, as well as supporting partners throughout Key as they create and implement their own rules.  This is a foundational component of our Enterprise Data Quality Program. This role is essential to ensuring data is trustworthy and fit for its intended use across regulatory, analytics, AI, and reporting functions. The ideal candidate is a passionate data advocate with a strong understanding of banking processes, data quality principles, tools, and best practices paired with advanced SQL proficiency that is critical to effectively interrogating, validating, and monitoring...

Location: 127 Public Square, Cleveland Ohio KeyBanc Capital Markets KeyBanc Capital Markets (KBCM) is a leading corporate and investment bank providing capital markets and advisory solutions to dynamic companies capitalizing on opportunities in changing industries. Our deep industry expertise, broad capabilities and unique ideas are seamlessly delivered to companies across the Consumer & Retail, Diversified Industries, Healthcare, Industrial, Oil & Gas, Real Estate, Utilities, Power & Renewable Energy, and Technology verticals. With over 800 professionals across a national platform, KeyBanc Capital Markets has more than $55 billion of capital committed to clients and an award-winning Equity Research team that provides coverage on over 700 publicly traded companies. The summer analyst program provides an excellent opportunity for senior-level banker and client exposure and higher, immediate “hands-on” experience. About the Summer Analyst Program KBCM...

Location: 4910 Tiedeman Road, Brooklyn Ohio Job Summary The Data & Business Intelligence Manager plays a key role in leading KeyBank's federated analytics model by enhancing the data experience across the enterprise. This role is responsible for managing a high-performance team that maintains and optimizes analytic data marts, ensuring data integrity, and supporting the development of trusted data assets. The Manager leads cross-functional work product with analytics, operations, and technology teams to solve business problems, improve data quality, promote best practices in data usage, and drive strategy that aligns with business goals. Essential Functions Maintain and enhance KeyBank’s Google Cloud-based Analytics Marts, including Star Marts and Client Analytics Marts (CAM). Serve as a subject matter expert (SME) for assigned data domains and marts. Lead enterprise data quality efforts, including testing, validation, and documentation. Analyze large and...

Location: 511 W National Road - Englewood, Ohio 45322 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey....

Location: 9861 Montgomery Road, Cincinnati Ohio Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Essential Functions Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...

Location: 2130 Hilliard Rome Road - Hilliard, Ohio 43026 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial...