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Analyst, Pricing & Portfolio Management at KeyBank
KeyBank
Cleveland, TN
Finance
Posted 0 days ago
Job Description
Location:127 Public Square Cleveland OhioPosition Location PolicyGeneral Location: 127 Public Square Cleveland and 4900TiedemanRoad Brooklyn OHHybrid 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 KeyBank office (non-branch location).Minimum of 1 day per week in 127 Public Square Cleveland required.About the JobThis 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 FunctionsProvide support in the analysis of pricing changes and the creation of relationship pricing models including insights and solutions related to standard and exception pricing methodologiesWork 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 targetsSupport process development and communication efforts to ensure internal engagement models and process flows align with strategic imperativesDevelop and maintain analytically based portfolio management strategies and tracking metrics to drive profitable client growthDevelop metrics and leading indicators and forecasts which strongly correlate with profitability driversPartner with Product Management Sales Risk and/or Marketing to create and implement standardized portfolio management processesSupport client profitability profiling and benchmarking efforts by industry and segmentQualificationsEducationBachelors Degree in Finance Economics Business Administration preferred or equivalent work experienceWork ExperienceMinimum 2 years of experience in business analytics financial modeling strategy or consultingAdvanced Excel experience including ability to build complex formulasExperience 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 messageSolid 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 perfectionPreferred QualificationsProficiency 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 SkillsBusiness 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 analyticsData visualization: Skilled in tools like Tableau Google Cloud Platform or Cognos for reporting and insights.Portfolio management: Experience developing strategies and metrics for client growth.Pricing strategy: Ability to design and optimize pricing models for acquisition and profitability.Presentation skills: Advanced ability to create and deliver executive-level presentations.Stakeholder management: Strong relationship-building and collaboration across teams.Payments industry knowledge: Understanding of banking and payment systems and financial drivers.Process development: Capability to design and implement efficient workflows and engagement models.Forecasting: Ability to develop leading indicators and profitability forecasts.Benchmarking: Skilled in client profitability profiling and industry comparisons.Communication: Clear and adaptable communication for diverse audiences and senior leadership.Preferred Skills SQL querying: Proficient in writing complex SQL statements for data extraction and analysis.Agile methodology: Familiarity with Agile development practices for process improvement.Physical DemandsGeneral office environment: 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/Driving RequirementsNo travelCareer PathingThe job offers career advancement within the pricing team as well as other opportunities within Commercial Bank and KeyBank. As analysts gain experience they will have the opportunity to take on more responsibilities by leading projects and mentoring junior team members. Individuals that differentiate themselves can be promoted to more senior positions within the team. Additionally experienced analysts will have opportunities to move into job functions within Commercial Banks broader business. Examples include Product Management Business Development and Analytics.Key has implemented a role-based Mobile by Design approach to our employee workspaces dedicating space to those whose roles require specific workspaces while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result this role may be mobile or home based which means you may work either at a home office or in a Key facility to perform your job duties.COMPENSATION AND BENEFITSThis position is eligible to earn a base salary in the range of $68000.00 - $103000.00 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 subject to individual and company performance.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: 01/14/2026

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 #LI-RemoteRequired Experience:IC Key Skills Inventory Control,Microsoft Access,Math,Pivot tables,Pricing,Analysis Skills,Computer Literacy,Cost Accounting Standards,Microsoft Excel,Financial Analysis,Contracts,Analytics Employment Type : Full-Time Experience: years Vacancy: 1 Yearly Salary Salary: 68000 - 103000
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