portfolio analyst

Firefighters First Credit Union

<div>Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation&rsquo;s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community.<div></div><div><div> 
Currently, we have an immediate opening for a Business Portfolio Credit Analyst to join our team! The Business Portfolio Credit Analyst is responsible for managing and supporting an assigned portfolio of business lending relationships through disciplined credit analysis, underwriting, portfolio monitoring, and consultative member engagement. The role focuses on evaluating credit risk, structuring sound lending solutions, and supporting responsible business loan growth while ensuring compliance with Credit Union policy, regulatory standards, and risk management practices. The Analyst works closely with Business Member Portfolio Representatives, Business Lending leadership, and business members to underwrite and approve business loans, conduct annual portfolio reviews, and produce portfolio reporting and analytics that support informed credit decisions.</div> 
Primary Responsibilities:<div><div><div><ul><li>
Conducting annual financial reviews and risk grading for an assigned portfolio of business lending relationships by analyzing business and personal financial statements, calculating key financial ratios, updating credit conclusions in the loan origination system, and monitoring ongoing credit performance to ensure portfolio health and compliance with Credit Union loan policy and regulatory standards.</li><li>
Underwriting new business loan requests, including Small Business and Commercial Real Estate (CRE) loans, and structuring, negotiating, and packaging credit requests through approval and closing while ensuring alignment with prudent risk management practices and member needs.</li><li>
Approving or declining business credit card and small business loan requests within designated lending authority in accordance with Credit Union policies and procedures while ensuring consistent application of underwriting standards and documentation requirements.</li><li>
Preparing recurring and ad hoc portfolio reports and analyses by leveraging data analytics, including AI-enabled tools where appropriate, to identify trends, concentrations, and emerging risks and support effective portfolio monitoring and credit decisioning.</li><li>
Maintaining a thorough understanding of Business Lending policies, procedures, and applicable laws and regulations while assisting in the development, maintenance, and enhancement of lending procedures and recommending policy or process improvements as appropriate.</li><li>
Participating in special projects and cross-functional initiatives that support Business Lending and Credit Union strategic objectives by providing subject matter expertise and ensuring clear communication of outcomes.</li></ul></div></div></div></div> 
Basic Qualifications:<div><div><ul><li>
Education: Bachelor&rsquo;s degree in Finance, Accounting, Economics or Business preferred; or equivalent professional experience.</li><li>
Minimum 5 years of experience in commercial/business lending or commercial real estate.</li><li>
All candidates must be bondable and maintain bondable status throughout employment in accordance with credit union regulatory requirements.</li></ul></div></div> 
Benefits:
We offer exceptional benefits to our employees, including:<ul><li>
Competitive salary with a pay for performance bonus</li><li>
Fully paid Medical, Dental, and Vision benefits package for employees.</li><li>
Fully paid Life insurance, AD&amp;D, short and long-term disability coverage</li><li>
401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%</li><li>
Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program</li><li>
Pet Insurance</li><li>
4 weeks of PTO annually including 2 &frac12; days of float time.</li><li>
9 paid holidays plus 2 half days</li></ul> 
Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at careers@firefirstcu.org.</div>

Business Portfolio Credit Analyst

Principal Financial Group

<div>What You'll Do:
<div>
We&rsquo;re looking for an Analyst to join our Real Estate Equity Portfolio Management team. In this role, you will provide support to the U.S. Property Portfolio Team through performance analysis, reporting, modeling and data-driven insights to help inform investment and strategy level decisions. In addition, you will assist portfolio managers with client and consultant engagement by providing data-oriented insights and participation in external communication.</div> 
<div></div><ul><li>
Portfolio Management: Develop knowledge of the assets within the portfolio, the strategy, and the broader real estate asset class.</li><li>
Reporting/Analytics: Prepare recurring portfolio, financial reports and presentations under guidance from senior staff. Assist in providing analytical insights on portfolio diversification, operating data, performance returns, attribution, and other asset/portfolio metrics. Ensure accuracy, completeness, and timeliness of a diverse range of reporting deliverables. Support ad hoc analyses and projects as requested.</li><li>
Teamwork/Collaboration: Demonstrate accountability, attention to detail, strong work ethic, and ability to meet deadlines. Actively seek feedback and contribute to a positive team culture. Support peers by sharing resources and assisting on joint projects.</li><li>
Other Strategic Initiatives: Contribute to special projects and ad hoc assignments for the portfolio management team. Leverage automation and analytical tools to identify opportunities for efficiency and enhance actionable insights.</li></ul><div>
Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!</div>
Who You Are:
<ul><li>Bachelor's degree, or equivalent experience in finance, business or related field. Emphasis in real estate preferred.</li><li>
Working knowledge of commercial real estate modeling techniques including ARGUS is preferred. High proficiency in Microsoft Excel required; experience with modeling software/analysis tools is preferred.</li><li>
Strong analytical, organizational, interpersonal and communication skills (verbal and written).</li><li>
Success in this position requires attention to detail, a strong quantitative financial background and the ability to make effective decisions.</li><li>
Ability to work effectively in a deadline driven environment while balancing multiple priorities.</li></ul><h2 class="jobSectionHeader">
Skills That Will Help You Stand Out
</h2><ul><li>Prior experience or internship in commercial real estate or financial analysis preferred.</li></ul>
Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $73150 - $99750 / year Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don&rsquo;t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible: No Additional Information:
<h2 class="jobSectionHeader">Location(s)</h2><div>
This role will be based out of our World Headquarters located in Des Moines, IA.</div><h2 class="jobSectionHeader">
Work Authorization/Sponsorship
</h2><div>At this time, we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links.</div><div>
Nonimmigrant Workers and Green Card for Employment-Based Immigrants</div><h2 class="jobSectionHeader">
Investment Code of Ethics
</h2><div>For Principal Asset Management positions, you&rsquo;ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.</div><h2 class="jobSectionHeader">
Experience Principal
</h2><div>At Principal, we value connecting on both a personal and professional level. Together, we&rsquo;re imagining a more purpose-led future for financial services &ndash; and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits.</div><h2 class="jobSectionHeader">
Principal is an Equal Opportunity Employer
</h2><div>All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</div>
 Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 4/10/2026 Latest Post Date: Careers - US: 4/10/2026</div>

Analyst, Portfolio Management, Private Equity Real Estate

Hire Fellows

<div>
 We are looking for a motivated and detail-oriented Investment Analyst to support the day-to-day investment activities of a small, professionally managed family office. This role is ideal for a candidate with a strong foundation in finance or accounting who is passionate about investments and enjoys conducting in-depth research and analysis. You will play a key role in supporting investment decisions, monitoring portfolio performance, and ensuring accurate reporting across asset classes.
 
 
 
 Main Responsibilities
 
 
 
 <ul>
 <li>
 Conduct research and analysis on investment opportunities across asset classes including equities, fixed income, funds, and alternative investments
 </li>
 <li>
 Assist in monitoring and tracking portfolio performance, including returns, risk metrics, and market developments
 </li>
 <li>
 Prepare periodic investment reports (weekly, monthly, quarterly) summarizing portfolio performance, market insights, and key updates
 </li>
 <li>
 Support due diligence processes on new investment opportunities, including reviewing financial statements, market trends, and manager performance
 </li>
 <li>
 Maintain up-to-date records of investments, transactions, valuations, and supporting documentation
 </li>
 <li>
 Coordinate with external asset managers, banks, brokers, and advisors to obtain reports and relevant investment information
 </li>
 <li>
 Assist in preparing investment memos, presentations, and summaries for internal decision-making
 </li>
 <li>
 Monitor global and regional financial markets, economic trends, and relevant news impacting the portfolio
 </li>
 <li>
 Support reconciliation of investment records with bank and broker statements where required
 </li>
 <li>
 Provide ad-hoc analysis and research support to senior management on strategic investment decisions
 
 
 </li>
 </ul>
 
 Requirements
 
 
 
 <ul>
 <li>
 Bachelor's degree in Finance, Accounting, Economics, or a related field
 </li>
 <li>
 0-3 years of experience in investments, asset management, corporate finance, audit, or a related field
 </li>
 <li>
 Strong interest in financial markets and investment analysis, with the ability to conduct structured research
 </li>
 <li>
 Proficiency in Microsoft Excel or Google Sheets, including financial analysis and data organization
 </li>
 <li>
 Solid understanding of financial concepts such as valuation, financial statements, and portfolio performance metrics
 </li>
 <li>
 Strong analytical thinking with high attention to detail
 </li>
 <li>
 Excellent written and verbal communication skills in both English and Arabic
 </li>
 <li>
 Arabic speaker is required
 </li>
 <li>
 Ability to handle sensitive financial information with discretion and professionalism
 </li>
 <li>
 Based in Bahrain
 </li>
 </ul>
</div>

Investment Analyst

Wells Fargo

<div>The Corporate &amp; Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and advisory solutions, including a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. We focus on our clients' overall financial needs, with consideration and respect for their total relationship with Wells Fargo. Learn more about the career areas and lines of business at wellsfargojobs.com. 
 
 
 
About this role: 
 
Wells Fargo is seeking an Analyst to support the Portfolio Strategy &amp; Credit Administration and Capital Optimization &amp; Returns teams within the Corporate &amp; Investment Bank (CIB). This role plays a key part in managing the CIB credit portfolio, evaluating capital deployment, and supporting leadership with high-quality insights and materials. 
 
This unique opportunity provides exposure from both a risk management/strategy as well as business capital and returns perspective. The Analyst will collaborate with partners across Coverage, Underwriting, Corporate Treasury, Finance, and Enterprise Risk to support disciplined portfolio management, strategic growth strategy, and improved returns. 
 
This position is suited for individuals with strong analytical skills, exceptional Excel and PowerPoint capability, and an interest in capital, credit, and portfolio strategy. 
 
In this role, you will support: 
 
Capital Optimization
<ul><li>Assist in evaluating return on capital for new and existing transactions</li><li>
Utilize profitability and pricing tools to assess capital efficiency</li><li>
Support efforts that improve capital deployment, enhance return frameworks, and strengthen data quality</li></ul> 

Portfolio Strategy &amp; Credit Administration
<ul><li>Monitor portfolio trends, credit policy exceptions, industry exposures, and emerging risk themes</li><li>
Assist in regulatory reporting processes, limit framework tracking, and enterprise-wide portfolio routines</li><li>
Support review and control processes for the CIB-Banking portfolio</li></ul> 

Analytics, Reporting &amp; Presentation
<ul><li>Assist with the creation and maintenance of standardized reporting, dashboards, and recurring analytics for portfolio performance, capital usage, industry trends, and asset quality</li><li>
Analyze client-level, industry-level, and portfolio-level data to support capital allocation, RWA assessments, regulatory capital considerations, return analyses, and inherent risk management</li><li>
Support production of polished, executive-ready PowerPoint presentations for senior management, capital and risk committees, and cross-functional forums</li><li>
Assist on materials related to spread performance, loan origination trends, repricing, and macro portfolio outcomes</li></ul> 

Cross-Functional Collaboration<ul><li>
Partner with Underwriting, Treasury, Coverage, Finance, and Risk to gather inputs and create materials for transaction and portfolio reviews</li><li>
Participate in cross-functional initiatives aimed at enhancing portfolio monitoring, standardizing analytics, and improving reporting infrastructure</li></ul>
Required Qualifications:
<ul><li>6+ months of Corporate Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:
<ul><li>Foundational understanding of wholesale credit, capital markets, corporate lending, and regulatory capital concepts</li><li>
Familiarity with portfolio management practices, RWA methodologies, or profitability frameworks</li><li>
Experience working with large datasets or reporting/BI tools</li><li>
Interest in developing expertise in capital optimization, portfolio strategy, and credit risk</li><li>
Advanced Excel skills (modeling, financial calculations, data analysis)</li><li>
Advanced PowerPoint skills with the ability to produce executive-ready presentations</li><li>
Strong analytical and problem-solving skills</li><li>
Familiarity with AI prompting techniques</li><li>
Excellent verbal, written, and interpersonal communication skills</li><li>
Ability to effectively interact with senior leaders and cross-functional partners</li><li>
Ability to work independently, manage multiple priorities, and collaborate across teams</li><li>
Strong organization and prioritization skills with ability to meet deliverables in a fast-paced, deadline driven environment</li></ul>
Job Expectations:<ul><li>
Willingness to work on-site in accordance with current office requirements</li><li>
Visa sponsorship is not available</li><li>
Registration for FINRA Series 79 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
Registration for FINRA Series 63 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.</li><li>
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required</li><li>
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li></ul>
Posting Locations: 
 
Charlotte, NC: 550 S Tryon 
New York, NY: 30 Hudson Yards 
 
Base Salary NC and NY: 
 
Base pay range: $100,000-110,000 
 
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. 
$90,000.00 - $150,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
16 Apr 2026 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Analyst, Corporate Banking - Capital & Portfolio Management

Cherokee Federal

<div>Operational Coordination &amp; Real Property Analyst
A government contract requires that this position be restricted to U.S. citizens or legal permanent residents. You must provide documentation that you are a U.S. citizen or legal permanent resident to qualify. 
The Operational Coordination &amp; Real Property Analyst provides comprehensive coordination, reporting, and analytical support to the Real Estate Management Division (REMD). This role ensures cross-functional alignment across space buildouts, tenant renovations, personnel relocations, and leasing activities. The position integrates operational oversight with data analysis and communications planning to enhance transparency, consistency, and compliance across TSA&rsquo;s real property portfolio. The Analyst supports DHS-mandated reporting requirements and facilitates collaboration across REMD branches and external stakeholders. 
Compensation &amp; Benefits:
<ul><li>Estimated Starting Salary Range for Operational Coordination &amp; Real Property Analyst : TBD
</li><li>Pay commensurate with experience.
</li><li>Full time benefits include Medical, Dental, Vision, 401K, and other possible benefits as provided. Benefits are subject to change with or without notice. 
</li></ul>Operational Coordination &amp; Real Property Analyst Responsibilities Include:
<ul><li>Coordinate cross-functional activities to ensure alignment and synchronization across REMD branches, including space buildouts, tenant space renovations, personnel relocations, and real property leasing activities.
</li><li>Support delegation and coordination of day-to-day operations, promoting effective collaboration across REMD functions.
</li><li>Develop, implement, and regularly update a comprehensive REMD communications plan that enhances clarity and identifies effective communication strategies, platforms, and technologies for disseminating real estate-related information to diverse audiences.
</li><li>Analyze, interpret, and integrate facility-related data into multiple formats, including graphs, tables, databases, spreadsheets, executive presentations, and TSA iShare/SharePoint web content; identify and resolve inconsistencies or outdated information.
</li><li>Aggregate and synthesize TSA real property portfolio data to produce actionable insights for field personnel and leadership decision-making.
</li><li>Prepare recurring reports, dashboards, and data visualizations to support operational transparency and informed resource planning.
</li><li>Support all DHS-mandated real property reporting requirements, including preparation, coordination, and submission of required reports.
</li><li>Facilitate REMD participation in DHS real property working groups, supporting approximately 24&ndash;30 reporting engagements and meetings annually.
</li><li>Ensure accuracy, timeliness, and compliance of submitted real property data in alignment with DHS standards and federal reporting requirements.
</li>Performs other job-related duties as assigned 
<li>
</li></ul>Operational Coordination &amp; Real Property Analyst Experience, Education, Skills, Abilities requested:
<ul><li>Bachelor&rsquo;s degree in Business Administration, Public Administration, Real Estate, Facilities Management, Data Analytics, or related field.
</li><li>Minimum of 5&ndash;8 years of experience in operational coordination, real property management, facilities planning, or federal program support.
</li><li>Experience supporting federal real property reporting requirements and interagency working groups preferred.
</li><li>Strong analytical skills with demonstrated proficiency in data aggregation, reporting, and visualization tools (e.g., Excel, SharePoint, databases).
</li><li>Ability to manage multiple concurrent initiatives in a fast-paced, cross-functional environment.
</li><li>Excellent written and verbal communication skills, including experience developing communications plans and executive-level reporting materials.
</li>Must pass pre-employment qualifications of Cherokee Federal 
<li>
</li></ul>Company Information:
Cherokee Nation Defense Solutions (CNDS) is a part of Cherokee Federal &ndash; the division of tribally owned federal contracting companies owned by Cherokee Nation Businesses. As a trusted partner for more than 60 federal clients, Cherokee Federal LLCs are focused on building a brighter future, solving complex challenges, and serving the government&rsquo;s mission with compassion and heart. To learn more about CNDS , visit cherokee-federal.com. 
Choose an item. 
Cherokee Federal is a military friendly employer. Veterans and active military transitioning to civilian status are encouraged to apply. 
Similar searchable job titles:
<ul><li>Real Estate Operations Coordinator
</li><li>Facilities Planning &amp; Portfolio Analyst
</li><li>Property Management and Operations Specialist
</li><li>Federal Real Property Analyst
</li><li>Space Planning &amp; Operational Support Analyst
</li></ul>Keywords:
<ul><li>Operational Coordination
</li><li>Real Property Management
</li><li>Data Analysis
</li><li>Communications Planning
</li><li>Cross-Functional Collaboration 
</li></ul>Legal Disclaimer: All qualified applicants will receive consideration for employment without regard to protected veteran status, disability or any other status protected under applicable federal, state or local law. 
Many of our job openings require access to government buildings or military installations. 
Please Note: This position is pending a contract award. If you are interested in a future with Cherokee Federal, APPLY TODAY! Although this is not an approved position, we are accepting applications for this future and anticipated need.</div>

Operational Coordination & Real Property Analyst

KeyBank

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 provides its Summer Analysts unprecedented professional development opportunities through a mix of on-the-job training and structured, hands-on experience. The program is designed to provide broad experience across all stages of transaction executions, from pitch phase through closing. Because our Summer Analyst Program is a direct pipeline for our full-time Analyst positions, it offers exceptional potential for you to return to KBCM upon graduation to start your capital markets career.
 
Banking Group Portfolio Management (BGPM)
 KeyBank’s BGPM Corporate Banking team is responsible for underwriting, structuring, managing and monitoring loan portfolios on KeyBank’s balance sheet for KBCM clients. The group specializes along industries, utilizing its knowledge of those sectors to provide flawless execution for clients. Industry verticals include Diversified, Leveraged Finance, Healthcare, Utilities, Power and Renewable Energy and Oil and Gas. As of March 31, 2024, loan commitments under management by the group totaled more than $50 billion.
 
This position will support the Utilities, Power and Renewable Energy (UPRE) BGPM team. The group manages more than $12 billion in bank commitments to investor-owned utilities, renewable energy companies and project finance transactions in wind, solar and storage assets throughout the United States. The KBCM Renewable Energy practice consistently ranks at the top of the league tables in North American Renewable Energy financings. The team is high-energy, collaborative and knowledgeable in its industry and markets.
 
Job duties may include: 
Providing due diligence on clients, industry trends and individual deals
 
Assisting in the preparation of loan applications
 
Reviewing financial models and creating projections for project deals
 
Working on special projects to improve team efficiencies.
 
Managing data from client reporting requirements
 
Required Qualifications: 
Rising juniors enrolled in a four-year, undergraduate degree program with coursework in finance, economics, or accounting graduating by May of 2028
 
Minimum 3.5 GPA
 
Strong quantitative and critical thinking abilities
 
Demonstrated leadership and teamwork from past work experience and/or extracurricular activities.
 
Highly motivated with a strong work ethic
 
Outstanding interpersonal, communication and presentation skills
 
<ul>
<li>KeyBank’s Campus Program Internship and Analyst positions are not eligible for employment visa sponsorship (e.g., H-1B visa). This includes, for example, situations where a candidate may have temporary work authorization while enrolled in school or upon graduation (e.g., CPT, OPT) but would need H-1B visa sponsorship within a few years of employment in order to maintain employment eligibility.</li>
</ul>
COMPENSATION AND BENEFITS
 This position is eligible to earn a weekly salary amount of $1,340 per week. Summer Analysts in this position are eligible for overtime compensation which is paid in accordance with the Fluctuating Workweek Method. Compensation also includes a $2,000 Summer Analyst Sign-on Bonus
 
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: 04/24/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Hybrid

2027 KBCM Banking Group Portfolio Management (Utilities) Summer Analyst - Cleveland, OH

Search 1963+ Portfolio analyst jobs near you this June. New roles added regularly across leading industries. Apply today.

1963 portfolio analyst jobs Near Me

Business Portfolio Credit Analyst

Analyst, Portfolio Management, Private Equity Real Estate

Investment Analyst

Analyst, Corporate Banking - Capital & Portfolio Management

Operational Coordination & Real Property Analyst

Analyst, Corporate Banking - Capital & Portfolio Management

2027 KBCM Banking Group Portfolio Management (Utilities) Summer Analyst - Cleveland, OH