LCM Associate

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 $ and $. 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.

Sumitomo Mitsui Banking Corporation is hiring an Associate in the Loan Capital Markets Department. This role will be involved in all aspects of Loan Capital Markets transactions including underwriting, marketing, and execution of transactions in Latin America.

Responsibilities of the role include assembling power point/pitches and underwriting memos, completion of due diligence, comps, financial modeling, preparation of marketing and syndication material, legal documentation review and internal credit approval work.

This role requires both verbal and written Spanish language skills.

• Responsible for supporting the senior Marketing Officers in Loan Capital Markets with research, analytics, inputs for pitches and underwriting memos, due diligence and the credit approval process. Will include bi-lingual material (Spanish language).
• Work directly with the senior deal leads and be involved in all aspects of Loan Capital Markets transactions from pitching through execution; manage the input (capital structure, comparables, indicative term sheets, waterfalls, etc.)
• Maintain and provide regular input to Comparables Database (database of comparable transactions and market trends) and League Tables; ensure database is current and accurate and all new deals are reflected in comps and League Tables reporting; report on assigned deals to team on a weekly basis.
• Ensure comps database, data repositories and trackers are updated and review deal summaries.
• Prepare marketing materials such as pitches, Confidential Information Memorandums and Lender Presentations and draft underwriting memos and present to the department's management.
• Review market updates to ensure quality of information, such as, trends (pricing, tenors, structure), deals and opportunities in the investment grade and non-investment grade markets (corporate and project finance).
• Keep close collaboration with the credit and client coverage teams during the structuring and primary syndication process and attend pitches whenever possible.
• Manage the process for investor meetings (bank meetings, roadshows) to ensure flawless execution.
• Liaise with SMBC local offices in Latin America (Mexico, Chile, Peru, Colombia, Brazil).

• A minimum of 2-3 years prior experience at a major financial institution or financial firm (preference from a loan capital markets role…