KeyBank

Intermediate Portfolio Manager - CPM (Credit Portfolio Management)

KeyBank$71K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in quantitative fields or relevant experience
  • 3+ years in credit risk, portfolio management, or quantitative analytics
  • Strong analytical skills for synthesizing complex datasets
  • Experience with SQL and programming languages like Python or R
  • Proficient in data visualization tools such as Tableau or Power BI
  • Excellent communication skills for presenting findings to leadership
  • Ability to manage multiple priorities with attention to detail

Responsibilities

  • Lead quantitative analysis of credit portfolio performance and risk
  • Develop actionable insights from varied data sources
  • Enhance analytical capabilities through continuous improvement initiatives
  • Collaborate with stakeholders for portfolio and risk management
  • Identify and implement process improvements for efficiency
  • Create and maintain dashboards and reporting tools
  • Present analytical findings clearly to senior leadership

Benefits

  • Flexible work options under specific circumstances
  • Professional development opportunities through coaching and mentoring
  • Collaborative work culture across departments
  • Access to modern analytical platforms and data tools
  • Engagement in continuous improvement initiatives focused on efficiency
Full Job Description
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 efforts to advance CPM's analytical capabilities through continuous improvement initiatives, including the annual recalibration of portfolio tolerances, limits, and related monitoring frameworks.
  • Partner with Treasury, Finance, Credit Risk, and Line of Business stakeholders to support portfolio management, strategic planning, and risk management objectives.
  • Proactively identify opportunities to improve analytical processes, reporting capabilities, data quality, automation, and overall efficiency.
  • Develop and maintain analytical reporting, dashboards, and monitoring tools that support portfolio management, risk oversight, and executive decision-making.
  • Present analytical findings, portfolio assessments, and risk insights to business partners and senior leadership in a clear and actionable manner.


MARGINAL OR PERIPHERAL FUNCTIONS

  • Perform additional duties or project work as assigned.


REQUIRED QUALIFICATIONS

  • Bachelor's degree in Mathematics, Statistics, Data Science, Engineering, Finance, Economics, Computer Science, Data and Business Analytics or other quantitative fields of study or relevant experience.
  • 3+ years of experience in credit risk, portfolio management, quantitative analytics, banking, financial services, or a related discipline.
  • Strong analytical and problem-solving skills with the ability to synthesize large and complex datasets, quantify business impacts, and develop actionable insights supporting strategic, risk management, and portfolio management decisions.
  • Experience utilizing SQL and/or analytical programming languages (Python, SAS, R, or equivalent) to query, analyze, and transform data.
  • Experience developing data visualizations, dashboards, and analytical reporting using Tableau, Power BI, or similar tools.
  • Strong written and verbal communication skills with the ability to present analytical findings and recommendations to business partners and senior leadership.
  • Demonstrated attention to detail, intellectual curiosity, and the ability to manage multiple priorities while maintaining high standards of accuracy.
  • Advanced proficiency with Microsoft Excel and PowerPoint.
  • Knowledge of database concepts, data extraction techniques, process automation, and quantitative analytical methods.
  • Support the development of analysts and less experienced team members through collaboration, coaching, and knowledge sharing.


PREFERRED QUALIFICATIONS

  • Experience in commercial banking, credit risk management, portfolio analytics, risk reporting, or financial services.
  • Experience utilizing cloud-based analytical platforms, data warehouses, and modern data pipeline architectures.
  • Experience supporting portfolio risk monitoring, concentration management, risk governance, or executive-level reporting.
  • Knowledge of credit migration analysis, portfolio performance measurement, peer benchmarking, early warning indicators, industry risk assessment methodologies, or quantitative modeling techniques.


COMPETENCIES/SKILLS

  • Communication: Ability to communicate complex analytical concepts and portfolio insights clearly and effectively to both technical and non-technical audiences. Strong written, verbal, and presentation skills with the ability to develop executive-level materials and deliver actionable recommendations.
  • Partnering / Influencing: Builds strong relationships across Credit Risk, Treasury, Finance, and Line of Business partners. Effectively collaborates across teams, challenges assumptions constructively, and influences decision-making through data-driven insights and recommendations.
  • Business Acumen: Demonstrates a strong understanding of banking, credit risk, portfolio management, and financial performance drivers. Applies business knowledge to translate analytical findings into meaningful strategic and risk management insights.
  • Critical Thinking / Problem Solving: Applies analytical rigor and sound judgment to evaluate complex business problems, identify emerging risks, and develop practical solutions. Able to independently formulate hypotheses, assess alternatives, and recommend appropriate courses of action.
  • Results Orientation: Effectively manages multiple priorities while maintaining high standards of quality and accuracy. Demonstrates accountability for outcomes, proactively identifies obstacles, and drives initiatives to completion within established timelines.
  • Initiative & Continuous Improvement: Demonstrates ownership of analytical processes and outcomes. Proactively identifies opportunities to improve methodologies, reporting, automation, and business processes while driving solutions to completion.


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 08/02/2026

About KeyBank

Shockingly, nearly 9-in-10 people who get their real estate license in America fail. We're solving that problem; And doing it while increasing profitability for the brokerage. Through technology, business automation, and a team approach we have created a system where agents focus solely on working with clients and closing deals.

KeyBank Careers

Joining KeyBank means stepping into a world of professional growth and innovation, where job opportunities abound in an environment that values leadership, diversity, and forward-thinking. As a member of our team, you will be part of a company that's committed to empowering your career journey while contributing to the financial wellness of our communities.

Work You'll Do

At KeyBank, we're not just in the business of banking; we're in the business of helping individuals and communities thrive. By joining our team, you will have the chance to be part of a culture that celebrates diversity and fosters leadership and professional development. Whether you're looking for a position in customer service, IT, finance, or management, KeyBank offers a variety of roles suited to your skills and career aspirations.

Innovate and Lead

KeyBank stands at the intersection of finance and innovation. Our employees are encouraged to lead with creativity and integrity, driving solutions that make a real difference. With a focus on digital transformation and sustainable growth, your work at KeyBank will challenge the status quo and encourage you to explore new ideas.

Grow Your Career

Career growth at KeyBank is not just a possibility—it's a priority. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to inclusion, ensuring all voices are heard and valued.

Be Part of a Great Team

Our team at KeyBank is our strongest asset. We believe in using our collective skills to foster an environment of innovation and collaboration. Join us and connect with colleagues who are just as passionate and driven as you are. Through teamwork, we achieve exceptional results and push the boundaries of what's possible in the banking sector.

Internship and Employment Opportunities

For those starting their careers, KeyBank offers robust internship and employment opportunities that provide a solid foundation in the financial industry. Interns at KeyBank gain hands-on experience, beneficial networking connections, and insights into our day-to-day operations, setting the stage for a successful career.

Benefits and Culture

KeyBank is committed to offering benefits that enhance your life and well-being. From healthcare to retirement plans, and flexible working conditions, we ensure our employees are well taken care of. More than just benefits, our company culture is built on respect, integrity, and accountability—values that guide us in making a positive impact on our clients and communities.

Join Our Team

Explore the job opportunities at KeyBank and find the right fit for your skills and interests. We are continuously hiring and looking for individuals who are curious, innovative, and ready to make a difference. Prepare your resume, ace your interview, and join a team that's dedicated to your success and to transforming the landscape of banking.

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Join KeyBank and be part of a company where your career is as important to us as it is to you. Together, let's unlock opportunities for growth, innovation, and meaningful impact in the financial world.
Learn more about KeyBank
Size
17,110 employees
Market Cap
$16 billion
Industry
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ

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