Fund Manager, Unitranche, Cleveland (KeyBanc Capital Markets)

Sorry, this job was removed at 10:25 a.m. (CST) on Friday, Feb 28, 2025
Be an Early Applicant
Cleveland, OH, USA
In-Office
120K-175K Annually
Fintech
The Role

Location:

127 Public Square - Cleveland, Ohio 44114

Job Responsibilities:

  • Coordinate review and execution of NDAs & NRLs with both Key & JV partner legal teams
  • Track and manage submission of non-credit approvals (i.e., capital committee, OCC notice, equity investment approvals, etc.)
  • Coordinate all cash transactions and manage JV cash position / cash flows in consultation with the JV partner to meet upcoming funding needs.
  • Deal Funding
    • Prepare unitranche funds flow / funding documents and coordinate internal / external parties to fund debt, equity and balance sheet cash as well as payment of fees as agreed.
    • Provide transaction details and deal materials to 3rd party service providers for booking / accounting purposes and preparation of 3rd party valuation.
  • Oversee A/P & A/R processes and coordinate communication of all fund-related financial data to 3rd party servicer to facilitate monthly / quarterly / annual reporting.
  • Review monthly / quarterly / annual financials for accuracy and provide edits as needed.
  • Coordinate and track required payment of quarterly estimated state taxes.
  • Coordinate filing of federal / state tax returns and completion of annual audits in conjunction with KeyBank accounting and external auditors
  • Oversee internal compliance & reporting and filing of annual / quarterly state license filings.
  • Ad-hoc management financial reporting and analysis

Qualifications/ Experience Required:

  • Bachelor’s or Masters degree in business, accounting, finance or related field
  • 5-7 Years accounting and/or finance experience
  • 3+ years business or operations experience
  • Strong Analytical skills; ability to interpret complex financial data and draw meaningful conclusions
  • Demonstrates capability to work independently and work with internal and external clients and/or 3rd party providers
  • Ability to demonstrate leadership courage
  • Build trust with stakeholders
  • Skills in exercising judgement within broadly defined practices and policies while also being able to make sound decisions based on analysis, discussion, experience and judgement
  • Strong written and verbal communication skills with ability to work collaboratively

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $120,000 to $175,000 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Job Posting Expiration Date: 02/28/2025

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

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 [email protected].

KeyBank Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about KeyBank and has not been reviewed or approved by KeyBank.

  • Retirement Support A dollar-for-dollar 401(k) match up to 7% of eligible pay is positioned as a standout element of the total rewards package. Additional financial programs like discounted stock purchase and banking discounts further strengthen perceived long-term value.
  • Leave & Time Off Breadth A pooled PTO bank with amounts that scale by level and tenure is described as a meaningful benefit and a retention lever. Paid parental leave is also included, adding to the breadth of time-off support.
  • Wellbeing & Lifestyle Benefits Wellness incentives tied to HSA contributions and company-sponsored health and wellbeing programs add tangible non-cash value. A Lifestyle Spending Account and counseling resources expand support beyond traditional medical coverage.

KeyBank Insights

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The Company
Cleveland, OH
16,053 Employees
Year Founded: 1949

What We Do

At KeyBank we’ve made a promise to our clients that they will always have a champion in us. To deliver on our promise, we’re committed to building a team of engaged employees who do the right thing for our clients and shareholders, and help them achieve financial wellness each and every day.

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