More jobs:
Analyst, Pricing & Portfolio Management
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-12
Listing for:
KeyCorp
Part Time
position Listed on 2026-01-12
Job specializations:
-
Business
Financial Analyst -
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
* Location:
** 127 Public Square, Cleveland Ohio
** Position Location Policy**
* ** General
Location:
** 127 Public Square, Cleveland and 4900
* Tiedeman* Road, Brooklyn, OH +
** Hybrid Requirement (if within specific cities):
** If the selected candidate resides in Cleveland, OH, Buffalo, NY, or Albany, NY, they are expected to work on-site 3 days per week at the nearest Key Bank office (non-branch location). + Minimum of 1 day per week in 127 Public Square, Cleveland required.
** About the Job
** This position is part of the Pricing and Portfolio management team within the innovative and fast growing Payments organization within Commercial Bank. The team is responsible for Financial Management and Reporting, Portfolio Management, Pricing, and Data and Product Insights. This is an exciting opportunity to influence pricing strategy by providing meaningful data-driven insights to improve the business performance. This role will be charged with driving analytical projects and processes to optimize portfolio and pricing strategies and financial outcomes in partnership with our Treasury Services solutions.
A successful candidate will have a blend of business acumen and technical skills, which together will enable him or her to drive and influence fact-based decision making with senior leadership across different lines of business. They are comfortable navigating, partnering and communicating for action in a large organization and across many different stakeholders.
** Job Functions
*** Provide support in the analysis of pricing changes and the creation of relationship pricing models including insights and solutions related to standard and exception pricing methodologies
* Work closely with internal partners, including Payment Advisors and Product Management to support pricing new business, including creating client proforma and ensuring pricing deliverables balance acquisition and pricing optimization targets
* Support process development and communication efforts to ensure internal engagement models and process flows align with strategic imperatives
* Develop and maintain analytically based portfolio management strategies and tracking metrics to drive profitable client growth
* Develop metrics and leading indicators and forecasts which strongly correlate with profitability drivers
* Partner with Product Management, Sales, Risk, and/or Marketing to create and implement standardized portfolio management processes
* Support client profitability profiling and benchmarking efforts by industry and segment
** Qualifications
* *** Education
* ** Bachelor’s Degree in Finance, Economics, Business Administration preferred or equivalent work experience
** Work Experience
*** Minimum 2+ years of experience in business analytics, financial modeling, strategy, or consulting
* Advanced Excel experience including ability to build complex formulas
* Experience leveraging dashboards with data visualization applications (e.g.. Tableau, Power Bi, etc.)
* Relationship-building skills working with senior to executive level management; strong interpersonal skills;
Demonstrated cross-team leadership.
* Presentation development; comfortable presenting to all levels; easily adapts message
* Solid understanding of banking/Payments industry and key drivers of financial results. (Preferred)
* Results oriented, self-starter with ability to work independently on relatively complex matters with minimal supervision.
* Have a strong bias for action and quick iteration as opposed to perfection
** Preferred Qualifications
*** Proficiency database querying experience with ability to write complex SQL statements across data containing complex relationships. Proven experience with Google Cloud Platform, Tableau, Cognos and/or other data analysis and report writing tools.
* Experience in an Agile development environment
** Skills
* ** Business analytics:
Ability to analyze complex business data to drive strategic decisions.
* Financial modeling:
Expertise in creating models for pricing, profitability, and forecasting.
* Data-driven decision making:
Strong aptitude for influencing strategy through analytics
* Data visualization:
Skilled in tools like Tableau,…
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