442 matching jobs for “Client Relationship Analyst”How results work Exact titles rank first, then title variations and keywords in descriptions. These labels aren't qualification scores. Without keywords, recently added jobs appear first.
+7 locations
Pay posted by employer $75,000–$85,000
… 67 million clients through a growing specialist workforce and our world class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – …
Added Oct 27, 2026
… business outcomes, ensuring that the project is completed on time, within budget, and to a high level of client satisfaction. Create and manage project plan and establish governance required for project execution. Serve …
Added Oct 27, 2026
Pay posted by employer $170,000–$300,000
… and Ops Engineering perspective. Strategic Innovation: Championing product development, leading large-scale client implementations, and driving the cross-functional transformation programmes that shape the future of the …
Added Nov 3, 2026
… oversight of all business activities at Northern Trust which create wholesale counterparty credit risk, client credit exposure arising from asset servicing, third party FX, and country risk. The team ensures that the …
Added Nov 7, 2026
+1 location
Pay posted by employer $242,100–$332,900 per year
… for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN). In-Office Collaboration We are a client -centric, relationship-based business. Working together, in-person, is foundational to how we achieve …
Added Nov 3, 2026
+1 location
… service. ISS NTAM Production Maintenance and Support organization is looking for a Technical Support Analyst who can work under general supervision (but works independently), responsible for day-to-day production …
Added Oct 16, 2026
… high value audience Telling data-driven stories and using data + performance metrics to build strategies + client solutions Formulate target audience recommendations and communication strategies that help prioritize our …
Added Nov 3, 2026
PFS
PNC Financial Services Group
… to a broad range of constituents including portfolio managers, analysts (credit and quantitative) and client portfolio managers • Partner with technology and data teams to identify automation opportunities and …
Added Nov 3, 2026
+1 location
… and coordinated team selling Represent S&P Global Energy at industry conferences, workshops, and client events, enhancing brand visibility while building your expertise in global commodity markets and expanding …
Added Oct 27, 2026
+1 location
Pay posted by employer $78,700–$138,200 per year
… Extensive experience working with FINRA analysts and FINRA exams. In-Office Collaboration We are a client -centric, relationship-based business. Working together, in-person, is foundational to how we achieve …
Added Nov 10, 2026
… IT Infrastructure, Network Administration/Maintenance, Problem Solving, Programming, Project Management, Relationship Management, Technology Systems …
Added Oct 27, 2026
+4 locations
Pay posted by employer $96,000–$181,000 per year
… documents to support 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 …
Added Nov 10, 2026
+9 locations
Pay posted by employer $96,000–$181,000 per year
… 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 …
Added Nov 10, 2026
+1 location
Pay posted by employer $108,000–$200,000
… relationships both internally and externally. Establishes practices for quality, production standards, relationship management, delivering on customer requests and schedule to adhere to compliance guidelines. Participates …
Added Oct 27, 2026
Pay posted by employer $96,000–$181,000 per year
… documents to support 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 …
Added Nov 3, 2026
+17 locations
Pay posted by employer $96,000–$181,000 per year
… documents to support 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 …
Added Nov 3, 2026
… Exceptional ability to communicate technical concepts clearly to non-technical audiences Collaborative, relationship -oriented professional with strong stakeholder management skills Ability to balance attention to detail with …
Added Oct 27, 2026
… sales professional to join as a Global Account Manager for a French Top Tier Communications & Media client . This is an outstanding career opportunity for an experienced professional looking to further grow their …
Added Oct 27, 2026
Pay posted by employer $76,300–$104,900 per year
… ITOM (including Discovery, Event Management, and Service Mapping) In-Office Collaboration We are a client -centric, relationship-based business. Working together, in-person, is foundational to how we achieve …
Added Nov 7, 2026
… from a stakeholder, scope it, and determine the right approach to answer it. Comfort owning a stakeholder relationship and a request end to end yourself, without a team to delegate pieces of the work to. Genuine, hands-on …
Added Oct 30, 2026
+17 more
Pay posted by employer $96,000–$181,000 per year
About this opportunity Original employer description Location:
127 Public Square, Cleveland Ohio
Job Summary Essential Functions
Gather and analyze all relevant financial data for, often high value, clients or prospects, including spreading financial statements and/or collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, and assessing creditworthiness, etc. while effectively utilizing and providing feedback to, third party resources.
Model future financial performance of clients and prospects, including downside scenarios.
Demonstrate leadership in structuring transactions, in collaboration with Business Partners/Bankers/and Relationship Managers. Viewed as a value-add financial advisor by the client/borrower, critical and knowledgeable contributor to the deal team and respected by Credit for a solid reputation managing risk.
Perform enhanced leveraged cash flow due diligence, when appropriate (i.e., in specific Banking Group Portfolio Management, "BGPM" specialty groups).
Prepare a thorough credit underwriting document identifying credit risks and mitigants, industry concerns, market share trends, financial trends, and other pertinent credit issues.
Ensure compliance with all relevant regulations including Know Your Customer (KYC), running MCA/Patriot Act/OFAC checks as well as certifying Beneficial Ownership.
Manage the approval process for, occasionally complex, lending commitments, amendments, waivers, and consents, including providing monitoring, reporting and/or making recommendations to Credit Executives as appropriate.
Review and properly maintain all necessary legal documentation including credit agreements, guarantees, security pledges, and collateral documentation to ensure that the documentation correctly reflects approval.
Monitor accounts/ongoing financial performance of portfolio to track covenant compliance, determine liquidity, earnings trends, management capability and other essential information to secure the bank's position to minimize potential losses. Ensure data integrity in Key's systems and reporting and that all assets remain appropriately risk rated at all times, with timely changes.
Identify potential problem accounts and work with our Asset Recovery Group, as appropriate, to improve the bank's position in undesirable situations.
Establish and maintain direct client relationships. Attend management presentations, bank meetings and conduct plant/site visits as appropriate to monitor business conditions and/or identify new underwriting, and/or additional bank product opportunities.
Contribute to, or prepare white papers on assigned industry segments, as requested.
Provide guidance and feedback to Analysts and Associates as appropriate.
Gather and prepare data in response to ad hoc data requests
Performs other duties as assigned; duties, responsibilities and/or activities may change, or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
Bachelor's Degree or equivalent work experience in finance, accounting, economics and/or business (required))
Master's Degree MBA (preferred)
Experience Qualifications
Minimum 5 years of commercial underwriting, credit, banking and/or financial services experience (required). Commercial and Industrial (C&I) underwriting strongly preferred.
Competent with Microsoft Office and the ability to learn and effectively utilize other technology applications (required)
Demonstrated competence in financial analysis and modeling (required)
Well established ability to gather relevant research, analyze data, and concisely synthesize large amounts of information in order to accurately assess corporate creditworthiness and create a detailed and thorough underwriting package (required)
Experience structuring meaningful and appropriate financial covenants for syndicated debt facilities (required)
Developing experience managing the left lead /administrative agent role in syndicated deals (required)
Ability to lead discussions with clients during negotiations and act as primary lending representative on deal execution, leveraging senior leaders as appropriate (required)
Knowledge of business and legal elements of credit agreements, and the ability to work with counsel and collaborate through document negotiations on agented transactions and/or assist lead syndicator in document negotiations (required)
Solid understanding of banking and investment banking products and services and current market dynamics, trends, and terms (required)
Effective and polished presentation and communication skills, with the ability to collaboratively influence and challenge with impact (required)
Ability to plan, multi-task, manage time effectively, and lead work independently with limited direction (required)
Tactical Skills
Financial & Credit Acumen (expert level) ◦ Demonstrates an understanding of foundational accounting principles and can interpret and analyze financial statements (balance sheets, income statements, cash flow statements) to assess a company's financial health and ability to meet its obligations. ◦ Able to effectively utilize various tools and techniques, including financial ratios, to evaluate a borrower's financial strength and assess risk.
Sound Judgement (expert level) ◦ Able to carefully evaluate the impact of all emerging and/or existing considerations and choose the best path forward using informed, rational, and effective decision-making techniques in various lending and business situations.
Communication (expert level) ◦ Able to clearly, concisely, and persuasively convey information, whether verbal, written, or nonverbal. ◦ Able to effectively synthesize large amounts of complex information into a more consumable summary. ◦ Consistently demonstrates a focus on keeping clients, partners, and teammates informed as to the real-time status of important matters.
Effective Transaction Management (experienced level) ◦ Able to effectively shepherd a transaction through all required stages, while staying organized, meeting deadlines, managing risk, and ensuring a favorable experience for the client.
Effective Risk Management including Loan Documentation (experienced level) ◦ Able to effectively identify, assess, and control potential risks involved with corporate lending. ◦ Properly grading loans to reflect their risk level and ensuring accurate risk ratings. ◦ Able to effectively interpret and negotiate credit agreements and loan documentation. ◦ Understanding how specific loan terms and conditions can be employed to mitigate risk of loss. ◦ Ensure accuracy in loan documentation and seek credit approval related to documentation that deviates from Key’s standard form (e.g. ISDAs)
Proactive Time Management (expert level) ◦ Demonstrated ability to take initiative, set clear objectives, and prioritize tasks to meet deadlines, maximize productivity, and minimize stress. ◦ Able to successfully identify which tasks are urgent (requiring immediate attention) and which are important (contributing to long-term goals). ◦ Able to effectively multitask and balance competing priorities. ◦ Habitually working with energy and commitment; industrious.
Collaboration & Teamwork (experienced level) ◦ Effectively working with others to reach a shared goal. ◦ Consistently displaying a willingness to shoulder a fair share of the workload in addition to helping others meet their objectives.
Accountability (expert level) ◦ Consistently taking ownership of one's actions, decisions, and performance, and being responsible for achieving the agreed-upon outcomes. ◦ Being reliable, dependable, and fulfilling commitments. ◦ Able to be relied upon as honest and truthful.
Resilience & Ability to Manage Ambiguity (experienced level) ◦ Able to withstand or recover quickly from stressful or difficult conditions. ◦ Able to move forward with less than perfect, or incomplete, information and ability to flexibly and comfortably adapt to changing work demands.
Critical Thinking & Intellectual Curiosity (expert level) ◦ Able to identify, evaluate, and interpret information, and question assumptions to reach well-supported, evidence-based conclusions. ◦ Open-minded and eager to seize opportunities to learn, grow, acquire knowledge, and expand skill set.
Leadership & Influencing (experienced level) ◦ Demonstrates the ability to influence and inspire, motivate, empower, and guide others towards a common goal. ◦ Consistently displays the highest standards, values, and behaviors, inspiring others to follow, and setting a model for excellence.
Enterprise Mindset (working knowledge level) ◦ Demonstrates an ability to understand and prioritize the broader goals and well-being of the entire organization over the interests of individual departments or teams. ◦ Understands the interconnectedness of different parts of the Bank; makes decisions that benefit the whole. ◦ Displays "big picture" thinking, considering the broader implications of decisions and actions.
Core Competencies
Physical Demands
General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Work Location Category
Hybrid (3+ days). There are some preferred locations for the position. If a candidate is located near a KeyBank facility (non-branch), the role will be hybrid 3+ days a week. Otherwise, team may consider remote options if not located near a KeyBank location.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 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.
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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: 11/03/2026

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.
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Full time Institutional Institutional - Portfolio Management
