senior portfolio analyst

STORE Capital

<div>
 Job Type
 
 
 Full-time
 
 
 
 Description
 
 
 
 STORE Capital Advisors, LLC is seeking a team orientated, self starter with credit analysis experience to join our
 
 Portfolio Management
 
 team.
 
 
 
 How you will contribute to STORE&rsquo;s mission:
 
 
 
 The Investment Analyst is an integral member of STORE Capital&rsquo;s Portfolio Management team, focused on maintaining and maximizing the health of our $16 billion net-lease portfolio. This role is responsible for analyzing tenant and property financials, reviewing industry and customer performing trends, and collaborating with Portfolio Managers to assess risks and opportunities across the portfolio. The Investment Analyst will be responsible for a subset of the portfolio while working closely with internal teams to provide insights that drive resolutions and portfolio performance.
 
 
 
 What Will Make You Successful (Qualifications)
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree preferably in Business, Finance, and or related area required
 </li>
 <li>
 0&ndash;4 years of relevant work experience in commercial real estate, banking, or a related area; at least 1 year of credit analysis preferred
 </li>
 <li>
 Strong ability to interpret and analyze complex financial statements, including Income Statements, Balance Sheets, and Cash Flow Statements
 </li>
 <li>
 Demonstrated critical thinking skills to evaluate creditworthiness and identify portfolio risks
 </li>
 <li>
 Excellent written and oral communication skills; able to effectively communicate financial insights to internal teams and customers
 </li>
 <li>
 Self-starter with the ability to work independently while maintaining a collaborative, team-oriented mindset
 </li>
 <li>
 Effective at time and task management, capable of meeting tight deadlines without sacrificing quality
 
 
 
 </li>
 </ul>
 
 What Most Days Will Include (Primary Duties)
 
 
 
 <ul>
 <li>
 Analyze property-level and corporate financial statements for existing customers to assess financial health and identify risks
 </li>
 <li>
 Support portfolio management team with analysis and management of single-tenant net-lease exposure across the United States
 </li>
 <li>
 Prepare detailed memoranda for Lease and Disposition Committee, presentations, and reports for Senior Management and Portfolio Managers
 </li>
 <li>
 Formulate and communicate potential risks and strategies across tenants, industries, and geographies
 </li>
 <li>
 Collaborate with Acquisitions, Credit Underwriting, Real Estate, and Accounting teams to provide insights that optimize portfolio performance
 </li>
 <li>
 Engage with customers as needed to gather financial information, understand operations, and support portfolio management activities
 </li>
 <li>
 Assist with ad hoc projects and initiatives assigned by the Team
 
 
 
 </li>
 </ul>
 
 What&rsquo;s In STORE For You (Benefits &amp; Perks)
 
 
 
 <ul>
 <li>
 Competitive Pay and Long-Term Pay Incentives
 </li>
 <li>
 Hybrid Work Schedule/Time Flexibility
 </li>
 <li>
 Comprehensive Health Benefits w/ $0 Cost Employee Benefit Plan Options
 </li>
 <li>
 Employer Sponsored Life and Disability Policies
 </li>
 <li>
 Generous Paid Time Off Program and Paid Parental Leave
 </li>
 <li>
 Paid Volunteer Time Off
 </li>
 <li>
 Thirteen (13) Paid Holidays Per Year
 </li>
 <li>
 401(k) Profit Sharing Plan with 4% match; with NO vesting schedule
 </li>
 <li>
 Employee Wellness Program
 </li>
 <li>
 Employee Training Reimbursement Program
 </li>
 <li>
 Employer Sponsored Electric Vehicle (EV) Charging Program
 
 
 
 </li>
 </ul>
 
 STORE Capital Advisors, LLC is a proud equal opportunity employer. We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law. It is our intention that all qualified applicants be given equal opportunity and that selection decisions be based on job-related factors. We celebrate diversity and are committed to creating an inclusive environment for all employees.
 
</div>

Investment Analyst- Portfolio Management

PlayStation

<div><div>Why PlayStation?

PlayStation isn't just the Best Place to Play &mdash; it's also the Best Place to Work. Today, we're recognized as a global leader in entertainment producing The PlayStation family of products and services including PlayStation&reg;5, PlayStation&reg;4, PlayStation&reg;VR, PlayStation&reg;Plus, acclaimed PlayStation software titles from PlayStation Studios, and more.

PlayStation also strives to create an inclusive environment that empowers employees and embraces diversity. We welcome and encourage everyone who has a passion and curiosity for innovation, technology, and play to explore our open positions and join our growing global team.

The PlayStation brand falls under Sony Interactive Entertainment, a wholly-owned subsidiary of Sony Group Corporation.</div><h1 class="jobSectionHeader">
Sr. Portfolio Data Analyst</h1>
<h3 class="jobSectionHeader">San Mateo, CA</h3>

The Sr. Portfolio Data Analyst serves as the senior data authority for Portfolio Management within the Platform Business organization. This role designs and delivers scalable data solutions and advanced analytics to provide real-time, trusted insights into portfolio performance, enabling data-driven investment and prioritization decisions. The position combines deep financial acumen, technical expertise, and portfolio evaluation to guide strategic outcomes.

Key Responsibilities
<ul>
<li>Architect and maintain scalable data pipelines integrating program, financial, and operational data into a unified portfolio data model.</li>
<li>Develop executive-ready dashboards and analytics (KPIs, trends, forecasts) to assess portfolio health, performance, ROI, and value realization.</li>
<li>Lead portfolio reporting (operational and quarterly), including budget vs. actuals, forecasting, resource capacity, and delivery metrics.</li>
<li>Perform advanced financial and scenario modeling to evaluate trade-offs, risks, and investment outcomes across the portfolio.</li>
<li>Ensure data integrity through validation, governance, and standardized definitions; document data lineage and business rules.</li>
<li>Automate reporting and analytics workflows to improve efficiency and scalability.</li>
<li>Partner with Finance, Program Delivery, and Strategy teams to align portfolio metrics with ROI frameworks and business outcomes.</li>
<li>Support executive decision-making with clear, actionable insights and portfolio performance narratives.</li>
<li>Mentor analysts and promote best practices in analytics, data modeling, and visualization.</li>
</ul>
Qualifications
<ul>
<li>Bachelor's degree in Business Analytics, Finance, Computer Science, or related field; advanced degree a plus.</li>
<li>6&ndash;8 years of experience in portfolio management, finance, or strategy within a technology-driven environment.</li>
<li>Strong expertise in financial modeling, ROI analysis, forecasting, and portfolio performance assessment.</li>
<li>Proven ability to evaluate portfolio health (capacity, risk, dependencies, and outcomes).</li>
<li>Advanced technical skills: SQL and Python/R; experience building data pipelines and analytical models.</li>
<li>Proficiency in BI tools (Tableau, Power BI) and Excel for executive-level reporting.</li>
<li>Experience with data governance, system integration, and large-scale data validation.</li>
<li>Strong cross-functional collaboration and ability to translate complex data into strategic insights.</li></ul><div> 
Please note, Sony Interactive Entertainment conducts background checks at the offer stage for all new employees (which may include criminal background checks for some roles) and will need to process personal information to support these checks.

Please refer to our Candidate Privacy Notice for more information about what personal information we collect, how we use it, who we share it with, and your data protection rights.

Equal Opportunity Statement:

Sony is an Equal Opportunity Employer. All persons will receive consideration for employment without regard to gender (including gender identity, gender expression and gender reassignment), race (including colour, nationality, ethnic or national origin), religion or belief, marital or civil partnership status, disability, age, sexual orientation, pregnancy, maternity or parental status, trade union membership or membership in any other legally protected category.

We strive to create an inclusive environment, empower employees and embrace diversity. We encourage everyone to respond.

PlayStation is a Fair Chance employer and qualified applicants with arrest and conviction records will be considered for employment.</div></div>

Sr. Portfolio Data Analyst

JPMorganChase

<div>JOB DESCRIPTION 
Join a team where you are a value-added source of independent analysis and thought leadership for internal clients, including portfolio managers, front office advisors, sales and marketing, and senior management. In this role, you will help expand the team&rsquo;s performance and portfolio analytics capabilities and contribute to building Wealth Management-specific functionality within the Portfolio Analysis Group (PAG).
As a Portfolio &amp; Performance Analyst - Associate within JPMorgan Wealth Management (JPWM), you will support the Portfolio Analysis Group by delivering portfolio and performance analytics and reporting that enable strong investment outcomes and client communication. You will focus on composite performance reporting, rate-of-return calculations, return attribution, risk analytics, competitive analysis, and account-level analysis and construction. You will help external clients understand the drivers of portfolio performance and support internal stakeholders in measuring the effectiveness of products and strategies. You will also support front-office Advisors with ad hoc client inquiries by providing detailed investment performance analysis 
Job Responsibilities:<ul><li>
Own responsibilities for JPWM Account and Composite Workflow, creating best practices, optimizing processes, examining current constructions with rigor, etc.</li><li>
Liaise with key business partners to ensure appropriate account/strategy performance and technology development; Collaborate with Tech &amp; India PAG team in the production of accurate and timely performance measurement figures for the JPMWM line of business</li><li>
Create opportunities for new high value-added outputs in the portfolio analytics, risk statistics and strategy vs benchmark analytics arenas</li><li>
Respond in a timely fashion to inquiries from front-office financial advisors regarding performance reports, customized calculations and portfolio analytics; Serve as a subject matter expert (Business-As-Usual)</li><li>
Validate and own the end-to-end composite performance process; support ad hoc inquiries for new composite creation</li><li>
Acclimate and participate in PAG&rsquo;s new group-wide strategic performance technology projects; contribute to outline business requirements, running User-Acceptance-Test and Production Role out of new offerings</li><li>
Assist in writing of business requirements, testing and preparing documentation for the various strategic projects that PAG undertakes</li><li>
Contribute on short-term, medium-term and longer-term strategic projects that focus on improving the PAG&rsquo;s service offering and data quality. Included, but not limited to, design, development, and testing of the Connect Wealth platform offering</li></ul>
Required qualifications, capabilities, and skills:<ul><li>
Experienced performance measurement professional with 2+ years of relevant experience including project and performance experience</li><li>
Bachelor&rsquo;s degree in Finance, Economics, Mathematics or Computer Science (or similar discipline) from an accredited, high-quality institution</li><li>
Solid analytical ability to research and analyze complex data sets</li><li>
Strong quantitative skills, comfortable with formulas, performance measurement methodology and risk measures</li><li>
Interact and communicate effectively &ndash; written and verbal &ndash; throughout all organizational levels and roles while working tight deadlines in a high-pressure environment</li></ul>
Preferred qualifications, capabilities, and skills:<ul><li>
Knowledge of Global Investment Performance Standards (GIPS) and composite practices</li><li>
Certificate in Investment Performance Measurement / Chartered Financial Analyst (CIPM/CFA) or progress toward designation</li><li>
Some working knowledge of securities operations, trade processing, mainframe accounting systems and performance system architecture</li><li>
Understanding of the various businesses/products within the wealth management space</li><li>
Passion for the investments business and financial markets</li><li>
Self-starter who is analytical and creative in their thinking; ability to quickly analyze information and creatively reach solutions and execute their implementation</li><li>
Ability to communicate complex financial and mathematical concepts effectively to senior management, technology partners, risk &amp; controls, and other stakeholders</li></ul>
This role is not eligible for visa sponsorship
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

Portfolio & Performance Analyst - Associate

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

Sumitomo Group

<div>SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG&rsquo;s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. 
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization&rsquo;s extensive global network. The Group&rsquo;s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. 
The anticipated salary range for this role is between $110,000.00 and $175,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.<div><div><div><h2 class="jobSectionHeader">
Role Description</h2></div><div>
SMBC is hiring an Analyst or Associate within Credit Portfolio Management. This position is responsible for supporting the portfolio management function for mid-market and large cap borrowers that are Private Equity backed Leveraged loans with below investment grade credit ratings. This role is responsible for contributing to credit monitoring activities as well as new business underwriting from within the portfolio (upsizes, M&amp;A add-ons, refinances, extensions, etc.). The position will interact with senior members of SMBC management including credit and risk professionals, and is responsible for supporting relationship management with borrowers as well as with Private Equity Sponsors in connection with SMBC sponsor coverage.</div></div><div><div><h2 class="jobSectionHeader">
Role Objectives</h2></div><div><ul><li>
Assist in Underwriting increases to total facility, M&amp;A transactions, dividends, refinancing and re-pricing transactions that arise from existing portfolio</li><li>
Prepare credit applications and amendments</li><li>
Prepare credit analysis for quarterly and annual reviews</li><li>
Assist Head of Portfolio Management in various reporting and presentations to senior management as well as support the overall monitoring and management of the portfolio</li><li>
Prepare financial projection models including Base Case and development of Downside Case scenario</li><li>
Review of projections and budget achievement</li><li>
Utilize various IT systems including customer setup, compliance and portfolio management systems</li></ul></div></div><div><div><h2 class="jobSectionHeader">
Qualifications and Skills</h2></div><div><ul><li>
Minimum of 1 year of credit and lending background preferred</li><li>
Good accounting and financial analysis skills</li><li>
Experience in review and interpretation of historical and projected statements</li><li>
Strong credit background with the ability to independently evaluate capital structures, leverage, cash flows, repayment capacity, industry trends, competitive landscape, and customer issues as well as other risks and mitigants</li><li>
Exposure to bank regulatory policies and reviews</li><li>
Knowledge of bank grading systems</li><li>
Strong communication skills and team orientation</li></ul></div></div></div>
SMBC&rsquo;s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required. 
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.</div>

Credit Portfolio Management, Analyst/Associate

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

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