Analyst, Pricing & Portfolio Management

Location:

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 KeyBank office (non-branch location).

  • Minimum of 1 day per week in 127 Public Square, Cleveland required.

About the Job

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, 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 Demands

• General 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 Requirements

• No travel

Career Pathing

The 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 Bank's 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 BENEFITS

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.

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 HR_Compliance@keybank.com.

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