VP, Portfolio Management (Utilities, Power and Renewables)

KeyBank NA • Cleveland, OH • 2h ago

Location:
127 Public Square, Cleveland Ohio
About the Job
Perform financial analysis and prepare underwriting documents to support complex multimillion-dollar credit requests for Utility, Power and Renewable clients. Familiarity with project finance lending experience is preferred.
The Portfolio Manager provides leadership for the deal team in analysis, approval, execution as well as documentation. She/he leads discussions and builds strong relationships with clients. The Portfolio Manager acts as a credit execution product specialist and recommends approval for credit proposals for Utility, Power and Renewable transactions. In addition, she/he is responsible for matters relating to financing and/or financial modeling.
The ideal Portfolio Manager will conduct business within the moderate risk profile of the bank and, at the same time, possess a propensity to close deals. This will be accomplished through leadership - taking ownership of deals, leading through example, working hard, developing creative solutions and treating others professionally and respectfully. This person will build a strong reputation with others for honesty, critical thinking and diligence. The role requires a professional with an entrepreneurial spirit, open to new transactions and initiatives.
Essential Job Functions
Serves as the point person when underwriting credit transactions for the assigned portfolio and new clients. Recommends capital structure and accumulates all data necessary to perform focused analysis. Also, manages approvals for amendments and waivers to credit facilities, as well as monitors the financial performance of portfolio companies.
Reviews financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision.
Prepares thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues to present to the approving Credit Officer.
Ensures underwriting and structuring decisions reflect commitment to strong asset quality.
Oversees annual and periodic review processes conducted by outside consultants for portfolio companies.
Recommends prudent use of capital and maintains profitability hurdles for portfolio keeping the risk/return balance in mind.
Stays on top of trends affecting assigned industry vertical.
Obtains and negotiates all necessary documentation including, all credit agreements, notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions.
Actively participates in client calling initiatives with Relationship Managers and Product Partners as well as conducts periodic independent site visits to assess management, business conditions and build rapport with accounts.
Acts as a value-added member of deal teams with loan syndication, origination, and distribution for syndicated credits within the portfolio or for new prospects.
Supports business development activities for cross-sell opportunities with the Relationship Management Team.
Mentors junior professionals
Proactively assists Relationship Manager in development of marketing presentations and pitch books highlighting product solutions for client needs.
Identifies potential problem accounts and works to improve the bank's position in undesirable situations.
.
Required Qualifications
An undergraduate degree in business, finance/accounting or suitable discipline and/or a proven track record of 5-10 years of large corporate, commercial or project finance loan structuring or an MBA, plus 4-6 years of relevant experience.
Competence in financial modeling.
Strong accounting knowledge.
Analysis in support of due diligence - Strong data gathering skills demo

Similar Jobs

Production Manager

Grouper Acquisition Company LLC • Valley City, OH • 51min ago

Management & Administrative

Position: Production Manager Location: Valley City , OH Remote Status: On-Site Job Id: 2221 of Openings: 1 Company Overview: Dura-Shiloh is inspired to play a lead role in advancing safe, sustainable, and innovative mobi...

51min ago

Go to Apply

Associate, Portfolio Management (Agribusiness)

KeyBank NA • Cleveland, OH • 3h ago

Management & Administrative

Location: 1301 5th Avenue, Seattle Washington JOB BRIEF (PURPOSE) The Portfolio Management Associate Agribusiness will be responsible for performing financial analysis and preparing underwriting documents to support comp...

3h ago

Go to Apply

Project Manager / Estimator

Integrity Technical Services, Inc. • Cleveland, OH • 4h ago

Management & Administrative

Project Manager / Estimator - Cleveland, Ohio - JOB 25-01618 Salary Range: $60K - $80K +Bonuses ($105K total) Permanent Position with Benefits Hybrid Position Cleveland, Ohio Construction Company is seeking to hire an Es...

4h ago

Go to Apply

Logistics coordinator

Keurig Dr Pepper • Twinsburg, OH • 4h ago

Management & Administrative

Job Overview: Warehouse Coordinator - Twinsburg, Ohio About the Role Manage daily task priorities and team workloads across shifts and departments Coordinate with Operations Specialists to optimize dock loading Oversee i...

4h ago

Go to Apply

CUSTOMER SALES SUPPORT SPECIALIST

Snapon • Richfield, OH • 6h ago

Management & Administrative

Overview CUSTOMER SALES SPECIALIST Company: Snap-on Business Solutions (group under RS&I, a division of Snap-on Incorporated). Provide administrative support and assist sales account management in maintaining direct...

6h ago

Go to Apply

Associate Account Manager

Advance Local • Cleveland, OH • 9h ago

Management & Administrative

Job Description Strengthening and empowering all of the communities we serve. As an Associate Account Manager with MV Digital Group , you'll be working with new products and technologies, responsible for supporting digit...

9h ago

Go to Apply

Customer Service Specialist - Forberg Smith

Kendall Electric • Cleveland, OH • 9h ago

Management & Administrative

Customer Service Specialist - Forberg Smith Valley View, OH About Kendall Group Forberg Smith, a division of The Kendall Group, seeks a talented, creative, self-motivated individual for our Customer Service Specialist po...

9h ago

Go to Apply

Distribution Sales Account Manager

The Sherwin-Williams Company • Cleveland, OH • 9h ago

Management & Administrative

This position is responsible for supporting SW PCG IW Distribution Brands (M.L.Campbell; Sayerlack) sales, profit and marketing efforts in Arizona, Southern California, and Nevada. This position involves sales through a...

9h ago

Go to Apply

Part Sales Manager - Full Time

AutoZone, Inc. • Mayfield Heights, OH • 15h ago

Management & Administrative

Job Description AutoZone's Store Management team drives store performance, fosters a productive team, and ensures exceptional customer service. Managers and MITs play a key leadership role, expected to Live The Pledge an...

15h ago

Go to Apply

Part Sales Manager - Part Time

AutoZone, Inc. • Mayfield Heights, OH • 15h ago

Management & Administrative

15h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.