KeyBank

Senior Investor Reporting Analyst

KeyBank • $69K — $105K *
Overland Park, KS 66212In-Person
Finance & Insurance
Less than 5 years of experience
3 weeks ago
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in investor analysis or related field.
  • Strong understanding of Pooling and Servicing Agreements and related complexities.
  • Proven leadership skills to mentor and guide junior analysts.
  • Ability to work independently while managing multiple tasks efficiently.
  • High level of detail orientation and organizational skills.

Responsibilities

  • Lead analyst role supporting management and guiding junior analysts.
  • Interpret complex financial agreements for accurate portfolio reporting.
  • Review and validate new transaction setups for correctness before distribution.
  • Coordinate implementation of new modifications with various internal teams.
  • Monitor industry trends and performance metrics to support rating inquiries.
  • Provide insights on risk issues, guiding management decisions on risk management.
  • Communicate with external stakeholders, maintaining confidentiality and compliance.

Benefits

  • Access to designated continuing education courses (30 hours minimum annually).
  • Participation in training programs for on-the-job development.
  • Flexibility in work arrangements, prioritizing in-office work with mobile options.
Full Job Description
Location:
11501 Outlook Street, Overland Park Kansas

JOB DESCRIPTION
  • Under the supervision of the department manager, this position is primarily responsible for being the lead analyst within the department providing support to the manager and leadership to the junior analysts while maintaining a complex workload.


ESSENTIAL JOB FUNCTIONS

  • Investor Analyst III job Functions and Qualifications
  • Understand/comprehend and interpret Pooling and Servicing Agreements (PSA), Sub-Servicing Agreements (SSA), Interim Servicing Agreements (ISA) Participation agreements, and other complex 3rd party agreements to determine specific portfolio reporting and remittance requirements.
  • Create deal summary extracts for new transactions as interdepartmental resources to KRECM employees.
  • Review the setup of new transactions prior to first distribution to ensure all core data elements are populated and accurate. Work with junior analysts and IT to resolve any issues or discrepancies.
  • Review and assist in the implementation of new Modifications, coordinating efforts between Special Servicers, Account Management, Audit System Maintenance and Cash Management where applicable.
  • Monitor calculation/reporting of Realized Losses and contract requirements of Appraisal Reductions Amounts (ARA) and Appraisal Subordinate Entitlement Reductions (ASERS).
  • Exceed goals successfully; consistently be a solid performer and bottom-line oriented; steadfastly push self and others for results.
  • Provide advice, oversight and assistance to management in identifying, managing and escalating Risk issues.
  • Track, monitor and compile industry trends and data related to advancing, delinquencies, recoverability, and portfolio statistics to assist in the completion of rating agency and MBA inquiries for information.
  • Communicate with Rating Agencies/Trustees/Investors/17g-5 Providers as questions arise and ensuring proper confidentiality documents are current and on file.


MARGINAL OR PERIPHERAL FUNCTIONS

  • Assist in training new and existing employees as required.
  • Assist junior analysts and peers in reconcilement issues/questions as requested.
  • Participate and report results to Department Manager in special projects as needed; i.e. participate in the testing phase of upgrades, enhancements to the system.
  • Participate in/Coordinate team development and team building
  • Participate/Coordinate compiling data required for completion of annual internal and external audit requests


REQUIRED SKILLS

  • Excellent organizational skills, with ability to efficiently handle multiple tasks and deadlines.
  • High degree of comprehension of Loan Servicing and data repository system(s).
  • Lead the effort to create new procedures as required by changes in the business/industry.
  • Take ownership of your personal development plan and seek opportunities to further develop your skill set, as well as others.
  • Serve as a team resource and share the knowledge accumulated through experience with other team members.
  • Demonstrated organization, prioritization/detail-orientation skills
  • Demonstrated ability to work independently with minimal supervision.


PREFERRED SKILLS

  • Ability to utilize Functions within Excel for ad-hoc reports not available on internal core systems as requested
  • Ability to review/recommend/lead the effort to create required potential change(s) needed for Investor Reporting procedures annually.
  • Ability to step up to conflict and view it as an opportunity; find common ground and foster cooperation with minimum noise.
  • Proactively share your knowledge to help others develop and improve the performance of the team.
  • Identify and initiate reporting changes as needed/warranted.
  • Disciplined approach to the work that recognizes that speed is not a trade-off for accuracy.


EQUIPMENT USED

  • Personal Laptop Computer with Dual Monitors
  • Standard office equipment (fax machine, phone calculator, printer/scanner/copier)


TRAINING PROVIDED

  • On-the-Job
  • Designated continuing education and related courses throughout the year (30 hours minimum annually)


COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 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: 07/24/2026

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.

Stay Connected

Keep up to date with the latest career tips, industry insights, and company news by following our careers blog. Personalize your experience by subscribing to job alert emails tailored to your preferences, and discover the exciting and rewarding career opportunities that await at KeyBank.

Search KeyBank Jobs

Ready to take the next step in your career? Search open positions at KeyBank that match your skills and interests. We look for passionate, creative, and solution-driven team players who are ready to grow and succeed in a dynamic and supportive environment.

SEARCH KEYBANK JOBS

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
Finance & Insurance
Net Income
$1.3 billion
Founded
1825
5 Year Trend
+5.6%
NASDAQ
KEY
* Ladders Estimates

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