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Fund Finance Solutions Portfolio Management, Analyst

Sumitomo Mitsui Banking Corporation

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 $85,000.00 and $100,000.00. 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 Description

The Fund Finance Solutions Portfolio Management Analyst is a supporting member of the Portfolio Management and Agency team in the Bank's Fund Finance Solutions Department ("FFSD") responsible for providing portfolio level reporting regarding risk frameworks for senior stakeholders, exposure management, and assist in the creation of budget and profitability planning for the group.

Role Objectives
• Prepare internal and external presentations for senior stakeholders and regulatory bodies
• Monitor and provide reporting on the portfolio-level regarding risk frameworks, exposure management, and other KPIs and limits.
• Contribute substantially to planning functions including determining profitability, funded assets extrapolation, pipeline management locally and globally.
• Ability to reconcile conflicting workbooks/data sets and remedy the root cause
• Exhibit progress in achieving technical proficiency using all SMBC analytical tools and internal financial models, and SMBC systems necessary to perform the responsibilities of the role
• Develop knowledge of financial statements and provide insightful analysis proficiently, eliminating “elevator commentary,” to effectively influence outcomes that support business objectives
• Demonstrate advanced attention to detail and an ability to complete work accurately and precisely in a timely manner against strict deadlines with minimal need for revisions
• Learn the basic structure of subscription finance facilities, including key documentation
• Display a desire and the capability to handle more responsibilities over time

Qualifications and Skills

Experience/Knowledge Requirements
• Bachelor’s Degree in Finance or related field
• Experience in a corporate banking group preferred
• Knowledge of basic corporate finance and accounting, and ability to learn financial analysis
• Familiarity with bank regulations, risk and compliance factors and regulatory matters

Required Skills/Abilities
• Solid financial analytical skills
• Strong written and oral communication skills with an ability to communicate effectively with all levels across the organization
• Ability to multi-task and prioritize effectively to meet strict and competing deadlines
• Highly collaborative and flexible in a team and client environment and ability to form good relationships
• Proficiency using Microsoft Office suite (Excel, Word, PowerPoint)

Additional Requirements

SMBC’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.

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SMBC provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accom

Location: New York, NY, United States

Posted: Aug. 9, 2024, 6:43 a.m.

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