Analyst​/Associate - Syndicated Loan Closing & Execution

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 $. 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.

SMBC is looking for a full-time Analyst or Associate to join the Middle Office function for Loan Capital Markets (Agency, Execution and Planning). In this role, the Analyst or Associate 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.

• Manage the end-to-end loan closing process for primary and secondary transactions, ensuring timely and accurate execution.

• Liaise with internal and external stakeholders (front office, legal counsel, counter parties, operations) to facilitate smooth closings and settlements.

• Monitor and track closing milestones and timelines, ensuring all conditions precedent are satisfied.

• Support settlement of transactions by coordinating funding flows, trade bookings, and post-closing activities.

• Handle trade settlement inquiries and resolve discrepancies in coordination with operations teams.

• Coordinate confidentiality agreements (NDAs) and lender onboarding requirements where applicable.

• Ensure compliance with internal policies, regulatory requirements, and KYC/due diligence standards for all counter parties.

• Maintain metrics on deal closings and monitor key milestone indicators during the closing process.

• Support the agency function by assisting with; amendments, modifications, and other post-closing deliverables.

• 1 to 3 years trade closing experience 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.

• Know…