SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $63,000.00 and $75,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Role DescriptionSMBC is looking for a full-time Analyst to join the Middle Office function for Loan Capital Markets (Agency, Execution and Closing). In this role, the Analyst will be responsible for the execution and closing of loan transactions across various business lines. The individual will be working closely with the Origination and Distribution teams, as well as with Relationship Managers, Legal, and Loan Services, to ensure all required documentation, internal credit approval, and due diligence are obtained for an enhanced and streamlined closing process. Agency Execution and Planning group role is customer / investor facing and handles functions such as distribution of information to lenders, lender KYC, confidentiality agreements, as well as technical and administrative amendments.
Role Objectives Monitor booking and closing of primary and secondary loan transactions, including the preparation, review, and execution of legal documents. Coordinate with relevant parties to settle all primary and secondary market loan transactions, including liaising with front offices, distribution team, trading counterparties, legal counsel and back-office operations team. Assist with ad-hoc trade settlement inquiries and maintain various Management reports. Prepare various internal reports (daily, monthly and weekly) Maintain metrics on deal closings and monitor key milestone indicators during the closing process. Coordinate internal KYC review and due diligence of trading counterparties. Coordinate confidentiality requests. Assist various lines of business with deal closings / amendments and modifications. Qualifications and Skills 1 to 3 years of specialized experience preferred, but not required Work experience in a corporate bank or other financial institution including syndications team is preferred Education: BA / BS required Understanding of financial services, particularly corporate banking Demonstrate a high degree of attention to detail and able to complete work accurately in a fast-paced, pressure-oriented environment against strict deadlines Able to build understanding of syndicated loan business, credit agreements, deal structures, loan funding mechanics, etc. Knowledge of Clearpar Knowledge of LoanIQ Knowledge of Debtdomain, Intralinks, SyndTrak or similar loan platforms Adept at sharing relevant information and communicating in a team environment Excellent organizational, analytical, and problem-solving skills Works well in a team -oriented environment and able to develop strong relationships with individuals at all levels in the organizationSMBC’s employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at accommodations@smbcgroup.com.