Senior Vice President, Portfolio Management; Native American Financial Services Portfolio and G

Job Summary

The Native American Financial Services Group (NAFS) provides a variety of financial solutions to the Native American Community. Tailored solutions often call for multiple disciplines within the Key Bank and Key Banc Capital Markets teams to come together to bring the capacity of Key to the client in the most effective and efficient manner. This position is responsible for managing all aspects of the NAFS portfolio of tribal clients, including underwriting loans and other credit products for complex tribal governments and their business enterprises.

Working with legal counsel, the Portfolio Manager reviews and structures loan documentation, conducts ongoing credit monitoring and analysis, and ensures covenant compliance. The Portfolio Manager must understand all aspects of each client's governmental operations and multiple enterprise businesses, including gaming and casino operations. A strong understanding of fund accounting, GASB and GAAP financing principles is a minimum requirement. The Portfolio Manager is responsible for monitoring individual clients and portfolio trends, and serves as a focal contact point for ongoing communications with tribal and enterprise CFOs and legal teams.

This role plays an active part in formulating credit structure, approval, and hold recommendations with the Relationship Managers. Syndicated loan transactions are common, serving as both the Administrative Agent and a Participant lender.

The Senior Vice President, Portfolio Management is an individual contributor responsible for performing financial analysis and preparing underwriting documents to support complex, multimillion-dollar corporate credit requests that grow funded assets and Key’s client base while maintaining asset quality within a moderate risk profile. These requests include obtaining initial approval for new, often multi-faceted credit exposure (e.g., revolving credit facilities, term loans, leases, foreign exchange products, derivative products, and other ancillary products) and amendments to existing exposure.

The Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients for which they will take ownership of ongoing credit monitoring and risk rating, negotiate and review legal documentation, and assist product partners in cross‑selling additional bank products. The Senior Vice President, Portfolio Management is often one of the most senior deal team members on a transaction, leading some of the group’s most challenging and complex underwritings and lead-left opportunities.

In many cases, they will work independently on all Portfolio Manager duties with little or no support from junior staff but will provide feedback and guidance to junior staff as appropriate. As part of the first line of defense, Senior Vice President PMs consistently demonstrate a solutions‑oriented, growth mindset that supports line‑of‑business goals while maintaining a moderate risk appetite and upholding asset quality.

127 Public Square, Cleveland Ohio

• Manages the analytics and risk assessment of a portfolio of existing Native American Financial Services (NAFS) relationships.
• Compiles required due diligence information for existing and new client opportunities.
• Develops and maintains covenant and relevant compliance reporting processes.
• Gathers and reviews financial, collateral, and compliance tests consistent with conditions of approval.
• Maintains an active dialogue with the client’s financial team regarding present financial conditions and forecast trends.
• Evaluates covenant compliance for each client and requests waivers and amendments.
• Participates in communication with outside legal counsel on documentation development for credit and deposit products.
• Evaluates the formation documents of tribal governments, including constitutions, referendum rights, and authorities to enter into private‑sector contracts.
• Evaluates the formation documents of tribal enterprises and their legal status and authorities required to enter into private‑sector contracts.
• Compiles applicable authority documents for transactions, including resolutions,…