Vista previa generada por IA
Investor Reporting Analyst – hybrid role in Overland Park, KS, handling complex servicing agreements.
Apply now to join KeyBank’s finance team and manage Investor reporting, calculations, and risk management.
Location
11501 Outlook Street, Overland Park Kansas
Job Summary
Under the supervision of the department manager, the Investor Accounting Analyst III is responsible for accurate and timely reporting and remitting as dictated by the related servicing agreements for assigned contracts. In addition to standard Investor Analyst responsibilities, this role handles more complex and potentially labor-intensive manual calculations for deals such as Participation, Third-Party, and CMBS contracts.
Essential Functions
Perform all functions of an Investor Analyst II
Interpret Pooling and Servicing Agreements (PSA), Sub-Servicing Agreements (SSA), Interim Servicing Agreements (ISA), Participation Agreements, and other complex third-party agreements to determine portfolio reporting and remittance requirements and respond to investor inquiries
Review, communicate, and set up new contracts in core systems including Strategy Investor Setup, Collection Account Setup, RECWEB Investor Summary/Calendar Setup, and Trustee File Setup
Resolve servicing fee and other validation exceptions
Monitor calculation and reporting of Realized Losses, Appraisal Reduction Amounts (ARA), and Appraisal Subordinate Entitlement Reductions (ASERS)
Provide advice, oversight, and assistance to management in identifying, managing, and escalating risk issues
Communicate with Rating Agencies, Trustees, and Investors, ensuring confidentiality documents are current and on file
Exceed performance goals and consistently push self and others for results
Assist in the development and training of new employees
Support peers with reconcilement issues and questions
Participate in special projects, including testing phases of system upgrades and enhancements
Contribute to team development and team building initiatives
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 in Finance or Accounting (preferred)
OR equivalent experience (required)
Work Experience
1+ years of investor reporting or related experience within the industry, with emphasis in loan servicing or commercial real estate reporting (preferred)
Skills
Preparation and validation of complex investor reports and remittances per servicing agreements
Analysis of PSAs, SSAs, ISAs, and third-party contracts to determine reporting requirements
Configuration of investor and trustee data in systems like Strategy and RECWEB
Execution of labor-intensive calculations for specialized contracts such as CMBS and Participation deals
Resolution of exceptions and discrepancies in servicing fee calculations
Monitoring and reporting of Realized Losses, ARAs, and ASERS for investor portfolios
Identification and escalation of risk issues to ensure compliance and operational integrity
Professional interaction with rating agencies, trustees, investors, and internal teams
Use of advanced Excel functions for ad-hoc reporting and financial analysis
Mentoring peers and assisting with reconcilement and procedural questions
Onboarding and development of new employees through knowledge sharing
Participation in testing phases of system upgrades and enhancements
Recommendation and implementation of changes to investor reporting procedures
Ability to manage multiple tasks and deadlines with precision and efficiency
Commitment to delivering high-quality service and maintaining confidentiality
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
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
Occasional travel to include overnight stay.
Work Location Category
Hybrid (2+ days)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 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.
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
10/08/2026
#LI-Hybrid
Equal Opportunity Statement
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 HR_Compliance@keybank.com.