Portfolio Management Administrator

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.

The candidate will join the Portfolio Management Group - Steering (PMG), which is responsible for reviewing all lending decisions within the Americas Division to ensure adequate return on risk capital and alignment with client / department business plans. PMG oversees transactions across Corporate Finance, Project Finance, Securitized Products, Leveraged Finance, Real Estate, and Lat Am.

PMG manages a committee that brings the Heads of the Business & Finance together to review client-level ROE to ensure efficient resource deployment and alignment with SMBC’s strategic and profitability goals. This position will manage the day-to-day operations of the committee and provide critical support to senior management and business stakeholders. The PMG team reports to the U.S. Controller Team under the U.S. CFO.

This is a highly visible role with significant exposure to senior leadership.

• Execute committee management responsibilities as the primary contact for internal stakeholders, ensuring process rigor and timely execution; including but not limited to agenda development; gathering, review, and posting of all meeting-related materials and information; attending meetings; drafting and reviewing meeting minutes; and committee meeting scheduling.
• Execute, support and coordinate governance-related operations and projects as assigned by Head of PMG
• Prepare executive-ready communication and updates, including clear and concise visual artifacts for senior management.
• Provide oversight and tracking for committee-related communications and maintain the committee charter.
• Design solutions to address evolving processes and identify areas for optimization across supported teams.

• 5-7 years of full-time experience in Finance, Consulting, or Business Management within the financial industry.
• Experience producing and presenting management-ready materials.
• Strong organizational, oral, and written communication skills; ability to interact effectively with all levels of the organization.
• Ability to manage multiple initiatives simultaneously and prioritize effectively.
• Proven analytical and problem-solving skills.
• Strong knowledge of financial services industry (finance, banking, accounting, business management).
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• Ability to work collaboratively across teams and influence stakeholders.